How does the Dogs of the Season investment strategy work?
· Buy 4 selected U.S. stocks in Autumn and sell them in Spring
· Expect to earn on average 14-23% in 6 months *
· Do not lose money - even when the market is down **
· Only 2 days of trading a year
* The returns are based on worst and best 3-year average.
** The strategy hasn't lost money in any year so far (2006-2013).
The gains are based on past performance. There is no guarantee that the results will be similar in the future
(but I'm putting my money on it)
Why does the DOTS strategy work?
· It selects 4 underpriced stocks based on their latest fundamentals and trends
· It does not promise you unreasonably high gains
About me and how I came up with DOTS
My name is Tomo Helman and I am an investor from Croatia. I own a Web site MojeDionice.com (available only in Croatian language so far) which is Croatia's most popular site for small investors - providing powerful stock screener, latest fundamentals etc. I started investing on the Croatian and East European markets, but few strong companies and low trading volumes forced me to look to other markets as well, especially the U.S. market. My investing style is rather conservative - I look for strong companies with growth and as low key ratios (P/E, P/S...) as possible. I hold such stocks (usually for several years) until they reach my target price.
Although my buy and hold strategy is very good and I use it with the significant part of my portfolio - I wanted also to use another strategy which would be more mechanical. I looked through books and the Web for time-tested strategies that work on the Wall Street but require little effort.
The result of my research is my Dogs of the Season investing strategy which combines two strategies that I found the most useful for my purpose. I use DOTS to generate an extra income and to increase my portfolio at the estimated annual rate of 15-25%.
If you have questions about the strategy or just want to share some investing ideas and experience with me - you can contact me here.
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DOTS performance table
| Season |
Gain |
Stocks |
Buy - Sell Date |
| 12-13 |
+10.3%
S&P:+10.5% |
EWBC,INGR,OIS,ORCL |
Nov 26 - Apr 22 |
| 11-12 |
+28.1%
S&P:+14.9% |
AAPL,BKI,FRX,ROST |
Oct 17 - Apr 20 |
| 10-11 |
+22.8%
S&P:+13.6% |
BKE,ENDP,MSFT,NUS |
Oct 18 - May 9 |
| 09-10 |
+18.7%
S&P:+11.0% |
AAP,DLM,IBM,WXS |
Oct 16 - Apr 20 |
| 08-09 |
+2.7%
S&P:-9.6% |
ADM,ME,RBN,RDC |
Oct 28 - Apr 21 |
| 07-08 |
+25.3%
S&P:-4.9% |
MAN,OIS,PCU,TDW |
Nov 11 - May 8 |
| 06-07 |
+37.1%
S&P:+8.9% |
BEN,GOOG,HP,HURN |
Oct 16 - Jun 7 |
DOTS performance chart
The chart above shows how $100.000 invested in DOTS in 2006 has grown
to over $360.000 in 2013. S&P 500 gained only 13.3% during the same period!
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