THE
NUMBERS BEHIND THE CONCEPT
HISTORICAL
PERFORMANCE DATA
The average return on these stocks purchased using KISS was 11.7%
over 13 weeks, or 58.6% annualized:
-
Buying and holding the same stocks during this one-year period returned 14.9%.
-
Likewise, buying and holding the S&P 500 Index for this time period returned 22.8%
FOR THE DJIA LIST FROM 9/24/98 TO 9/23/99 THERE WERE 21 BLOCKDESK BUYS:
|
STOCK |
BUY DATE |
SELL DATE |
#
OF WEEKS |
BUY PRICE |
SELL PRICE |
SIMPLE GAIN |
BUY
& HOLD |
| 1. |
C |
09/24/98 |
01/07/99 |
15 |
26.6 |
39.08 |
46.9% |
61.7% |
| 2. |
C |
10/01/98 |
01/07/99 |
14 |
23.53 |
39.08 |
66.1% |
61.7% |
| 3. |
EK |
01/14/99 |
07/15/99 |
26 |
70.31 |
72.13 |
2.6% |
-10.4% |
| 4. |
GM |
10/08/98 |
10/22/98 |
2 |
41.03 |
50.41 |
22.8% |
34.1% |
| 5. |
JPM |
09/24/98 |
11/25/98 |
9 |
87.19 |
112.75 |
29.3% |
33.0% |
| 6. |
JPM |
10/01/98 |
11/19/98 |
7 |
80.75 |
106.38 |
31.7% |
33.0% |
| 7. |
JPM |
10/08/98 |
11/05/98 |
4 |
80.06 |
104.25 |
30.2% |
33.0% |
| 8. |
MO |
04/01/99 |
06/10/99 |
10 |
34.56 |
42.25 |
22.2% |
-25.5% |
| 9. |
MO |
04/08/99 |
06/10/99 |
9 |
34.31 |
42.25 |
23.1% |
-25.5% |
| 10. |
MO |
04/22/99 |
06/10/99 |
7 |
34.56 |
42.25 |
22.2% |
-25.5% |
| 11. |
S |
10/01/98 |
04/01/99 |
26 |
41.31 |
44.69 |
8.2% |
-27.4% |
| 12. |
S |
10/08/98 |
04/08/99 |
26 |
40.56 |
45.25 |
11.6% |
-27.4% |
OPEN POSITIONS
The following positions were marked to market close on 9/23/99, the end date for this one-year example. Under the K.I.S.S. strategy, these would still be open positions.
| 13. |
C |
06/03/99 |
09/23/99 |
16 |
42.13 |
43.00 |
2.1% |
61.7% |
| 14. |
GM |
06/10/99 |
09/23/99 |
15 |
64.69 |
62.81 |
2.9% |
34.1% |
| 15. |
GM |
08/06/99 |
09/23/99 |
7 |
60.13 |
62.81 |
4.5% |
34.1% |
| 16. |
MRK |
05/20/99 |
09/23/99 |
18 |
72.00 |
68.63 |
-4.7% |
0.1% |
| 17. |
JPM |
08/06/99 |
09/23/99 |
7 |
122.94 |
116.00 |
-5.6% |
33.0% |
| 18. |
S |
08/06/99 |
09/23/99 |
7 |
40.81 |
31.44 |
-23.0% |
-27.4% |
| 19. |
S |
09/02/99 |
09/23/99 |
3 |
33.63 |
31.44 |
-6.5% |
-27.4% |
| 20. |
UTX |
05/20/99 |
09/23/99 |
18 |
63.00 |
56.25 |
-10.7% |
42.1% |
| 21. |
WMT |
05/27/99 |
09/23/99 |
17 |
41.13 |
46.69 |
13.5% |
48.7% |
To
see the results of using this strategy on all 
stocks over the 24 months ended 10/99 , click
here.
The
above results are for illustrative purposes and do not constitute trading
recommendations. Historical experience is no guarantee of future results
and may not be repeated in different market circumstances. ,
Inc. makes no warranties, express or implied as to the completeness, accuracy
or merchantability of its information for trading or other use, and disclaims
any responsibility for direct, consequential, or other damage arising
from its use by others acting at their own risk for their own or others'
benefit.
HISTORICAL PERFORMANCE: K.I.S.S. STRATEGY
USING BLOCKDESK
