SEASONALITY STOCK REPORTS

[Qarel]

Hi Ken,

sorry if I made the impression I was mad. That was not my intention, because I'm not mad. I am concerned. As I see it, you are building a top heavy construction, branching out in several stock universes and ever shorter periods (dangerous in itself), without laying a foundation first. And just look at this:

         SPY  QQQ  KEN 
 FEB-APR   7%  12%   3% 
 MAR-MAY  16%  21%  20%

Let's say you have matched the market, OK? There are easier ways to do that. BTW, for a reality check for myself I calculated my real money MrMarket returns for those periods: FEB-APR: 17%; MAR-MAY: 27%. You know what? I like those numbers!

Now let's step back a bit. This is very little information to have to go on. Even my "success" has too little data to prove anything. Now there is a lot of information in the past. Why not use it for a real backtest? You are convinced that you have a good idea: why not prove it to sceptics like me? (And I'm not even very sceptic.) Why not prove it to yourself? If you want to devote so much time to it, you can't use your time better, in my opinion. You don't have to put that info up front. But use it to bolster up your strategy.

Regards,

Karel