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My attempt to play technology stocks as they come down from their high has not paid off, yet. Seasonally, April/May is not the best time to own them, so that opportunity may still exist. This also tends to be the case for Canadian financial companies.
Meanwhile I would not bet against the energy and materials sectors at this time of year, although the energy sector does not look like a great buy to me since it has been without any real correction since late last summer.
Three month return for TSX @ Mar. 31, 2011 = 5.21 percent
Three month return for Basic Timing Model using XIU = 4.27 percent
Three month return for Advanced Timing Model (my returns) = -3.34 percent
Money for charity = $411.27