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Strategies & Market Trends : January Effect 2005 -- Ignore unavailable to you. Want to Upgrade?


To: RockyBalboa who wrote (45)1/7/2005 1:02:30 AM
From: semi_infinite   Respond to of 76
 
yes, and mlnm, sndk, qlti, haven't doone amat yet. See message #17 and subsequent for discussion. "techs" are still on secular track towards leper colony.



To: RockyBalboa who wrote (45)2/4/2005 8:45:34 PM
From: Q.  Read Replies (1) | Respond to of 76
 
Final results of my January Effect 2005 portfolio:

Symbol Gain (closing prices
2/4/05 - 12/31/04
ignoring commissions)
CAMD -6.49%
LIPD +9.84%
MTMD -0.49%
PARS -37.32%
SGU -8.99%

total -8.69% model, all positions held 12/31 - 2/4 close

total -3.62% actual, PARS sold @ 1.25 Jan 4

RUT -2.17%


Well, I fell a point-and-a-half short of the RUT this year. Due to my small number of stocks this year, this is not a statistically-significant result.

The main conclusion is that this time around:
* there was little tax-loss selling in December
* January was a bad month for small caps.