DECISION MOOSE & GLOBAL MARKETS
Moosistory

Transaction History

A complete transaction history of the Moose is presented below

Index Moose components were revised in May 2000 and again in March 2005. Exchange traded index funds (ETFs) replaced open-end mutual funds and closed-end active funds.

The earlier (mutual fund) version of the model had 12 winning transactions in 14 signals for an 85% accuracy rate. The current (ETF) version has given 87 round-trip signals, 63 of which are winners, for a 72% accuracy rate.

       
 88
  Latest
  HOLD European Equities (IEV)
 $981,705  
 87  06.09.2017
  Switch to European Equities (IEV)
 $999,273 
 86
  04.28.2017
  Switch to Asia Pacific ex-Japan (AXJL)
 $978,129  
 85
  03.03.2017  Switch to Latin American Equities (ILF)
 $974,389 
 84  12.05.2016  Switch to US Small-cap Equities (IWM)  $928,498  
 83  10.21.2016  Switch to Cash $928,062 
 82  09.23.2016  Switch to US Small-cap Equities (IWM) $956,731 
 81  07.15.2016
  Switch to Latin American Equities (ILF) $937,925 
 80  06.24.2016  Switch to Long Zero T-Bonds (EDV)
 $909,026 
 79  06.10.2016  Switch to US Small-cap Equities (IWM) $938,874  
 78  04.01.2016  Switch to Latin American Equities (ILF) $969,732 
 77  03.25.2016
  Switch to CASH $969,691 
 76  03.04.2016  Switch to Gold (GLD)
 $1,008,929 
 75  09.04.2015  Switch to CASH $1,008,203 
 74  03.13.2015  Switch to Japanese Equities (EWJ) $1,095,071 
 73  10.10.2014  Switch to Long Zero T-Bonds (EDV)
 $1,007,325 
 72  09.26.2014  Switch to US Large-cap Equities (SPY) $1,046,235 
 71  09.05.2014  Switch to Latin American Equities (ILF) $1,159,173 
 70  08.22.2014
 		 Switch to Long Zero T-Bonds (EDV) $1,171,436 
 69
  07.03.2014  Switch to Latin American Equities (ILF) $1,111.267 
 68  04.11.2014  Switch to Long Zero T-Bonds (EDV) $1,110,170 
 67  04.04.2014  Switch to US Large-cap Equities (SPY) $1,151,194 
 66  03.07.2014  Switch US Small-cap Equities (IWM) $1,203,581 
 65  02.07.2014  Switch to European Equities (IEV) $1,154,384 
 64  05.31.2013  Switch to US Small-cap Equities (IWM) $1,019,402 
 63  05.10.2013  Switch to Japanese Equities (EWJ)
 		$1,105,919 
 62  02.08.2013  Switch to Cash (3moT)   $1,105,728 
 61  01.04.2013  Switch to European Equities (IEV) $1,084,106 
 60  12.14.2012  Switch to Cash (3moT) $1,084,080 
 59  09.21.2012  Switch to Gold (GLD) $1,135.797 
 58  08.10.2012  Switch to US Large-cap Eq. (SPY) $1,096,632 
 57  05.04.2012  Switch to Long Bonds (BTTRX) $1,039,088 
 56  03.02.2012  Switch to US Large-cap Equities (SPY) $1,041,439 
 55  02.10.2012  Switch to US Small-cap Equities (IWM) $1,054,676 
 54  09.30.2011  Switch to Long Bonds (BTTRX) $1,063,946 
 53  09.23.2011  Switch to Cash (3moT)   $1,063,944 
 52  04.29.2011  Switch to Gold (GLD) $1,014,475 
 51  12.03.2010  Switch to US Small-cap Eq. (IWM)
 		$888,590 
 50  11.26.2010  Switch to Cash (3moT) $888,568 
 49  10.15.2010  Switch to Pacific ex-Japan (EPP)
 		$925,500 
 48  07.02.2010  Switch to Long Bonds (BTTRX) $880,370 
 47  05.07.2010  Switch to Gold (GLD) $878,736 
 46  03.05.2010  Switch to US Small-cap Equities (IWM) $895,676 
 45  01.22.2010  Switch to Cash (3moT) $895,572 
 44  11.06.2009  Switch to Latin American Equities (ILF) $932,139 
 43  10.30.2009  Switch to Cash (3moT) $932,131 
 42  10.16.2009  Switch to Latin American Eq. (ILF) $1,013,505 
 41  07.24.2009  Switch to Pacific ex-Japan (EPP)
 		$817,451 
 40  04.10.2009  Switch to Cash (3moT) $817,082 
 39  02.06.2009  Switch to Gold (GLD)
 		$848,133 
 38  11.28.2008  Switch to Long Bonds (BTTRX) $904,527 
 37  09.26.2008  Switch to Cash (3moT)
 		 $903,981 
 36  08.29.2008
  Switch to Long Bonds (BTTRX) $902,582 
 35  03.21.2008  Switch to Cash (3moT) $896,170 
 34  11.23.2007  Switch to Gold (GLD) $809,853 
 33  11.09.2007  Switch to Cash (3moT)  $808,852 
 32  10.05.2007  Switch to Latin American Eq. (ILF)  $807,409 
 31  08.10.2007  Switch to Cash (3moT) $802,658 
 30  04.13.2007
 		 Switch to Latin American Eq. (ILF) $747,629 
 29  03.09.2007  Switch to Pacific ex-Japan (EPP) $672,465 
 28  03.02.2007  Switch to Cash (3moT)  $671,826 
 27  11.03.2006  Switch to Latin American Eq. (ILF) $645,352 
 26  08.18.2006  Switch to European Equities (IEV) $615,174 
 25  06.09.2006  Switch to Cash (3moT) $609,415 
 24  04.07.2006  Switch to Gold Bullion (GLD)  $590,664 
 23  01.27.2006  Switch to Latin American Eq. (ILF)  $586,785 
 22  12.30.2005  Switch to Japan Equity Index (EWJ) $561,056 
 21  11.05.2005  Switch to Latin American Eq. (ILF) $537,307 
 20  10.07.2005  Switch to Cash (3moT)  $535,744 
 19  08.26.2005  Switch to Long Bonds (BTTRX) $552,712 
 18  08.05.2005  Switch to Cash (3moT)  $551,615 
 17  06.17.2005  Switch to Latin American Equities (ILF) $508,790 
 16  05.20.2005  Switch to Long Bonds (BTTRX) $501,161 
 15  03.24.2005  Switch to Cash (3moT)   $499,023 
 14  11.12.2004  Switch to Latin American Equities (ILF) $446,568 
 13  08.06.2004  Switch to Long Bonds (BTTRX) $423,727 
 12  03.26.2004  Switch to Cash (3moT)  $421,967 
 11  01.10.2004  Switch to Long Bonds (BTTRX) $396,007 
 10  01.03.2004  Switch to Cash (3moT) $395,943 
  9
  07.19.2003  Switch to Asian Equities (SAF) $270,011 
  8
  02.08.2003  Switch to Long Bonds (BTTRX) $264,386 
  7
  01.04.2003  Switch to Gold Shares (ASA) $278,513 
  6
  06.15.2002  Switch to Long Bonds (BTTRX) $251,855 
  5
  06.01.2002  Switch to Cash (3moT) $251,685 
  4
  11.24.2001  Switch to Gold Shares (ASA) $129,198 
  3
  07.28.2001  Switch to Long Bonds (BTTRX) $127,541 
  2
  01.27.2001  Switch to Gold Shares (ASA) $117,381 
  1
  05.07.2000  Switch to Long Bonds (BTTRX) $100,000 
   
  MODEL SWITCHES TO ETFs
  
 15
  05.07.2000  Close Invesco Europe $275,417 
 14  01.21.2000  Switch to Invesco Europe $266,459 
 13  07.08.1999  Switch to Invesco Pacific $214,552 
 12  04.23.1999  Switch to Invesco Latin America $207,312 
 11  11.13.1998  Switch to Schwab S&P Index $173,557 
 10  08.02.1998  Switch to Long Bonds (BTTRX) $167,647 
  9
  03.06.1998  Switch to Invesco Europe $150,516 
  8
  11.07.1997  Switch to Schwab S&P Index $135,842 
  7
 08.15.1997  Switch to Schwab Small Cap Index  $126,667 
  6
  07.25.1997  Switch to Schwab S&P Index $131,642 
  5
  02.21.1997  Switch to Invesco Latin America $113,804 
  4
  12.27.1996  Switch to Schwab S&P Index   $107,364 
  3
  11.15.1996  Switch to Long Bonds (BTTRX)  $108,242 
  2
  10.04.1996  Switch to Schwab S&P Index $102,881 
  1
  10.04.1996  Buy Invesco Latin America $100,000 
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