DOTS investment strategy after 2 years

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The Dogs of the Season investing strategy combines seasonal investing (Autumn to Spring) and fundamental analysis to beat the market. In the previous article I explained the strategy giving you some but not all the details. In this article I'll cover 2010-2012 performance and give you more information about the strategy. Here's the previous article - introduction to the DOTS strategy in case you missed it.

The best investment strategy in the world


There are at least 10 strong reasons why I believe DOTS is the best investment strategy in the world, but I'll give you only 5 here:

1) Simplicity


Two dates of trading a year, 4 stocks - can it be more simple and yet beat the market? Better yet - you can forget about the market between those two dates!

2) Performance


The chart speaks better than the words:

The chart above shows how $100.000 invested in DOTS in 2006 has grown to over $320.000 in 2012. S&P 500 gained exactly 0.7% during the same period!

The chart above shows how $100.000 invested in DOTS in 2006 has grown to over $320.000 in 2012. S&P 500 gained exactly 0.7% during the same period!

The average annualized gain is 22.0%.

3) Big or small?


The DOTS strategy uses only 4 stocks / 8 trades a year, so it is suitable for small investors who don't want to pay high transaction fees. On the other hand, its stock universe doesn't contain stocks with very small market capitalization and trading volume, so big investors can invest more than $10.000.000 if they want.

4) Academic studies


Seasonality as described in the old saying "Sell in May and go away" is confirmed by several academic studies articles - the latest one is from July 2012 by Sandro C. Andrade, Vidhi Chhaochharia and Michael E. Fuerst of University of Miami. DOTS strategy uses the facts from the academic studies, but it adds its own methodology for timing and stock picking.

5) Money flow


You can treat this strategy as your alternative source of income. Every spring (at different dates every year though) when you sell the portfolio, you will have cash to spend or to reinvest next Autumn.

2010-2011


The entry date for the 2010-2011 season was October 18, 2010 when the following portfolio was selected: BKE, ENDP, MSFT, NUS. Our subscribers received the email with the selected portfolio on the same day, and the portfolio was also published on HotStockMarket and SeekingAlpha the following day. About 6 months later, on May 9, 2011, the "sell" notification was sent, and the portfolio was sold for a profit of 22.8%. Here's the performance summary:

performance in 2010-2011

The S&P 500 was beaten for the 5th year in the row (S&P 500 advanced 13.6% during the same period).

2011-2012


Last year it was another great year for DOTS. The portfolio was selected on October 17, 2011 and it contained these stocks: AAPL, BKI, FRX, ROST. You can verify this selection on Twitter and HotStockMarket. Unlike other stock picking services - this strategy gives you ONLY ONE "buy" recommendation in a year. In the spring of 2012, the portfolio was sold for a profit of 28.1%. Here's the final performance table:

performance in 2011-2012

Here is the actual email that was sent to our subscribers on the exit date.

The S&P 500 was beaten for the 6th year in the row (S&P 500 advanced 14.9% during the same period).

2012-2013


The investment season 2012-2013 hasn't arrived yet (October 17, 2012), but it can start in a few days depending on market conditions. If you are interested in the strategy - see our web page DogsOfTheSeason.com for more details. .
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