No. of Recommendations: 1
If you are looking at RS-IBD or others to add to either the Killer or Killer Net then I would vote for the RS-IBD annual 3 or 5 stock portfolio and the Formula 90 quarterly 3 or the Formula 90 annual 3. Based upon the data that Sux2BeU provided on his backtesting these portfolios look attractive. Here is the data that I pulled out of Sux's database. Please note that I didn't address volatility of these portfolios.

RS-IBD Annual
3-Stock Portfolio: 44.8% CAGR
5-Stock Portfolio: 40.1% CAGR
It is worthwhile noting that these annual portfolios beat all other timing periods with the exception of the 1-Stock, monthly which as 43.3%. In my opinion, I like the annual rebalancing better as it is a lot less work and lower taxes, not to mention the reduction in trading costs.

Form-90 Annual
3-Stock Portfolio: 40.2% CAGR

Form-90 Quarterly
3-Stock Portfolio: 40.4% CAGR

As I mentioned, I also like the fact that they are either quarterly or annual rebalancing. My experience with monthly rebalancing of OVER-PEG in the Killer 2000 has not been worth the effort.

What do you think?

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