Dave's Email Update
Email Update Number 10
To:StockShare Publishing
Sent: Thursday, August 18, 2011 10:06 AM
Subject: The Three Filter Method
- Latest Portfolio update

Due to the large gap on the open today I decided to close out the 3F trades initialed on 8/08/11. The net gain was 2.440% with 14 win AND 3 losses. It looks like we will have to wait for another setup. I did notice that the gains on the stocks in this entry were much less than the S&P which was an indication of weakness.

David Reif

 
 
Wednesday, August 10, 2011 12:23 PM
Dave's Email Update
 
Email Update Number 9
 
PORTFOLIO UPDATE from Dave Reif - This was e-mailed out this afternoon ....

To:StockShare Publishing
Sent: Wednesday, August 10, 2011 12:23 PM
Subject: The Three Filter Method
- Latest Portfolio update


I decided to buy the 3F setups yesterday 8/9/11. At the close I was invested in 13 of 20 slots. The setup in accordance with my book was that we were making a tradeable low on the S&P so 3F trades should be taken. I have 4 more that may buy today's close. (8/10). Stay tuned.

David Reif


Fridayday, July 01, 2011 2:22 PM
Dave's Email Update
 
Email Update Number 8
 
PORTFOLIO UPDATE from Dave Reif - This was e-mailed out this afternoon ....

To:StockShare Publishing
Sent: Wednesday, June 08, 2011 2:18 PM
Subject: The Three Filter Method
- Latest Portfolio update


I started taking buy setups on the 3F Model on 6/07/11 and closed it out today 7/1/11. The reason I sold was because we had rallied back to key resistance on the S&P. My big picture analysis of the market is that it could have a fairly good decline in to the fall. Once again the 3F portfolio outperformed the S&P by 5.05% verses a gain in the S&P of 3.66% from the close 6/7/11.

There were 23 wins and 17 losses, with 10 of the losses coming from buys I made on 6/9/11. (I started the buying just 3 days too early) This brings the total gain on the 3F model to 26.74% since the test began on 2/10/11. The S&P has gained only 0.77% since the close on 2/10/11 to the sale at 1332.00 on the S&P today. I still need to see how this model performs in a decline in the market of 15-20% and it is possible that we could see that happen in the next several months. Stay tuned.

David Reif

 
Wednesday, June 08, 2011 2:18 PM
Dave's Email Update
Email Update Number 7
 
PORTFOLIO UPDATE 01/01/2011 form Dave Reif - This was e-mailed out this afternoon ....

To:StockShare Publishing
Sent: Wednesday, June 08, 2011 2:18 PM
Subject: The Three Filter Method
- Portfolio update


On 6/1/11 I closed out the 3F portfolio and went to 100% cash. I did this due to the second weekly Y down since the early May high. If readers want to understand this decision, a review of the past 20 years S&P data will confirm that this is a good thing to do each and every time.

From 2/10/11 when I started the portfolio, until the close of 6/1/11, the S&P declined only 0.56%. During that same time, the 3 F portfolio produced a gain of 21.69% after commissions with 50 wins and 13 losses, a 79.4% win rate. This test proved to me that this strategy will work over time. The fact that I have a rule to sell half of every trade at a resistance point defined by my Model Tab helped keep the win rate higher than would have been the case if only the original stops were used.

My strategy now is to remain in cash until the market does something bullish. So far it has been acting bearish for quite some time. It was cases just like this that preceded 20-25% declines in 2002 and 2008. In the meantime I will sit on the sidelines and track this Rule Breaker list for more 3F setups.

David Reif


 

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