A
MARKET TIMING with DECISION MOOSE

Moosistory
Transaction History
 
A complete transaction history of the Moose is presented below.

Index Moose was revised in May 2000 and again in March 2005. Exchange traded index funds (ETFs) replaced open-end mutual funds and closed-end active funds.

The earlier (mutual fund) version of the model had 12 winning transactions in 14 signals for an 85% accuracy rate. The current (ETF) version has given 33 round-trip signals, 31 of which are winners, for a 94% accuracy rate.

DATE
ACTION
 PORTFOLIO
LATEST  HOLD Long Bonds (BTTRX) $920,777
 08.29.2008
 Switch to Long Bonds (BTTRX) $902,582
 03.21.2008  Switch to Cash (3moT) $896,170 
 11.23.2007  Switch to Gold (GLD) $809,853 
 11.09.2007  Switch to Cash (3moT)  $808,852 
 10.05.2007  Switch to Latin American Equities (ILF)  $807,409 
 08.10.2007  Switch to Cash (3moT) $802,658 
 04.13.2007
 Switch to Latin American Equities (ILF) $747,629 
 03.09.2007  Switch to Pacific ex-Japan (EPP) $672,465 
 03.02.2007  Switch to Cash (3moT)  $671,826 
 11.03.2006  Switch to Latin American Equities (ILF) $645,352 
 08.18.2006  Switch to European Equities (IEV) $615,174 
 06.09.2006  Switch to Cash (3moT) $609,415 
 04.07.2006  Switch to Gold Bullion (GLD)  $590,664 
 01.27.2006  Switch to Latin American Equities (ILF)  $586,785 
 12.30.2005  Switch to Japan Equity Index (EWJ) $561,056 
 11.05.2005  Switch to Latin American Equities (ILF) $537,307 
 10.07.2005  Switch to Cash (3moT)  $535,744 
 08.26.2005  Switch to Long Bonds (BTTRX)  $552,712 
 08.05.2005  Switch to Cash (3moT)
$551,615 
 06.17.2005  Switch to Latin American Equities (ILF)  $508,790 
 05.20.2005  Switch to Long Bonds (BTTRX) $501,161 
 03.24.2005  Switch to Cash (3moT) $499,023 
 11.12.2004  Switch to Latin American Equities (ILF)  $446,568 
 08.06.2004  Switch to Long Bonds (BTTRX) $423,727 
 03.26.2004  Switch to Cash (3moT)
$421,967
 01.10.2004  Switch to Long Bonds (BTTRX) $396,007 
 01.03.2004  Switch to Cash (3moT) $395,943 
 07.19.2003  Switch to Asian Equities (SAF)  $270,011
 02.08.2003  Switch to Long Bonds (BTTRX) $264,386 
 01.04.2003  Switch to Gold Shares (ASA) $278,513 
 06.15.2002  Switch to Long Bonds (BTTRX) $251,855 
 06.01.2002  Switch to Cash (3moT) $251,685 
 11.24.2001  Switch to Gold Shares (ASA)  $129,198 
 07.28.2001  Switch to Long Bonds (BTTRX) $127,541 
 01.27.2001  Switch to Gold Shares (ASA) $117,381 
 05.07.2000  Switch to Long Bonds (BTTRX) $100,000 
   ETFs Replace Mutul Funds
 
 05.07.2000  Close Invesco Europe  $275,417 
 01.21.2000  Switch to Invesco Europe $266,459 
 07.08.1999  Switch to Invesco Pacific  $214,552 
 04.23.1999  Switch to Invesco Latin America $207,312 
 11.13.1998  Switch to Schwab S&P Index $173,557 
 08.02.1998  Switch to Long Bonds (BTTRX) $167,647 
 03.06.1998  Switch to Invesco Europe $150,516 
 11.07.1997  Switch to Schwab S&P Index $135,842 
 08.15.1997  Switch to Schwab Small Cap Index $126,667 
 07.25.1997  Switch to Schwab S&P Index $131,642 
 02.21.1997  Switch to Invesco Latin America $113,804 
 12.27.1996  Switch to Schwab S&P Index $107,364 
 11.15.1996  Switch to Long Bonds (BTTRX) $108,242
 10.04.1996  Switch to Schwab S&P Index  $102,881 
 08.30.1996  Buy Invesco Latin America
 $100,000

Performance numbers are estimates and do not represent an actual monetary account. The calculations do not include potential margin, taxes, transaction costs, or dividends earned. Past performance does not ensure future success.

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