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Description of What's New Section's purpose and contents.

BCTrends

Commodity 1 $10,000 real time performance. 386-785-1585

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

   
             

-1.4%

+13.3

+13.9

-16.4

-1.5

+4.9

2009

-.5

                       

2010

Stock index- BC3 Busines Cycle 3 -- Tracks the 3yr business cycle in terms of price. Based upon analysis. Not an algorithm. An opinion from CSA models. Does not follow longer terms cycles. Trends may last from a few months to two years.

DOW BC3-- Based upon the Dow Industrials stock index --DOW. Usage- May be used as portfolio risk management strategy when BC3 Dow is bearish. Used as absolute return investment strategy.

Buy Only

No slippage

No fees

     

BC3

Buy and

Buy

Price

Sell

Price

Points

Return

Return

Hold

1/1991

2627

10/1992

3271

644

25%

 

alternative

3/1993

3370

6/1994

3624

254

8%

   

1/1995

3834

7/1996

5654

1820

47%

   

10/1996

5882

8/1998

8883

3001

51%

   

1/1999

9201

6/2000

10549

1348

15%

   

10/2000

10682

3/2001

9654

-1028

-10%

   

10/2002

7591

4/2004

10357

2766

36%

   

11/2004

10028

5/2006

11169

1141

11%

   

11/2006

12168

1/2008

13043

875

7%

   

12/2008

8827

       

512%

236%

BC1--A system that was designed from CSA model with model correlation factor (MCF) to the model Level 1 intermediate trend that is intra year and intra 3yr business cycle. Goal is to follow 2 to 3 trends per year. This performance may alter due to change of long term volatility. Trend following in that it does not attempt to pick a top or bottom. Usage- Absolute return investment strategy.  Also as a forecast of increased risk for the investor. Tested from 1998 to 4/2007. BC1 was out of the market 25% of the months from 1998-2007 while posting a slightly better return than a buy and hold. This means it was out of the market during the worst of time. Reduced risk. 2008 update- Unprecented volatility since 1980s caused more than normal number of trades per year. Still out performed buy and hold.

BC1

           

Date

Position

Price

Buy gain/loss

Sell gain/loss

Return

 

4/5/2007

buy

12560

705

     

7/27/2007

sell

13265

 

-113

   

8/24/2007

buy

13378

144

     

10/19/2007

sell

13522

 

151

   

11/30/2007

buy

13371

-328

     

1/2/2008

sell

13043

 

393

   

 1/31/08

buy

12650

-445

     

3/4/08

sell

12205

 

-187

   

3/18/08

buy

12392

87

     

5/23/08

sell

12479

 

985

   

7/18/08

buy

11494

-309

     

9/4/08

sell

11185

 

-298

   

9/19/08

buy

11483

-1112

     

9/29/08

sell

10371

 

1060

   

10/13/08

buy

9311

-734

     

10/15/08

sell

8577

 

-398

   

10/17/08

buy

8975

309

     

10/21/08

sell

9284

 

220

   

10/28/08

buy

9062

-204

     

11/6/08

sell

8696

 

-126

   

11/13/08

buy

8822

-544

     

11/18/08

sell

8278

 

-167

   

11/24/08

buy

8445

30

     

01/12/09

sell

8475

 

1250

   

03/13/09

buy

7225

1115

     

6/23/09

sell

8340

 

-244

 

buy hold

7/15/09

buy

8584

1627

   

market

1/25/10

sell

10211

 

-9

 

comparison

2/16/10

buy

10220

       
             

combined

+22%

 

341/+2%

2517/+20%

 

-18%

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