SFO Reviews My Pair Trade: Buy Utilities and Short Tech
Stocks, Futures and Options editor Kira Brecht did a review of my recent trade recommendation to the magazine's readers. Here is a snippet:
"Contrarians are never 'wrong,' we like to kid ourselves. We're just 'early,'" Sizemore told SFO in late December. "This seems to be the case with our recommended pair trade from the November SFO Trade of the Month. If you had entered the trade at the beginning of November you would have a total return of approximately zero. The dividend yield spread more or less cancels out the slight capital loss on the trade. We were 'right' about the utility sector doing well. Unfortunately, the short side of the pair trade did just a little bit better," Sizemore added.
To read the rest of Kira's trade review, follow this link: "November Trade of the Month Update"
Charles Lewis Sizemore, CFA
Chief Investment Officer, Sizemore Capital Management LLC
Sizemore Capital Management LLC is a registered investment advisor specializing in money management and financial planning for individuals. Please visit us on the web for more information: www.sizemorecapital.com
Check out Charles's new book, available on Amazon.com: Boom or Bust: Understanding and Profiting from a Changing Consumer Economy
Charles Lewis Sizemore, CFA
If you're not reading the Sizemore Investment Letter, then you are missing out on rock-solid investment recommendations designed to profit from the major macro trends shaping the world today.
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