Investing is unnecessary. Just cash your paychecks and put your money under your matress. If my Dad had just kept all the money he made in one dollar silver certificates I would be rich now!
If your selection techniques can identify with consistency the stocks that will outperform, they should be able to identify the stocks that will underperform. Then, forget all market timing by only spread trading the stocks in pairs in the same industry group (e.g. buy Dell, sell Gateway short). Not a new idea, but must be a pretty boring way to make money because you don't hear much about it. Probably not too many that can identify both the winners and loosers with consistency.
As you can see by the trades posted on my website, I have 40 consecutive profitable closed trades of 15% or better since January 2002. Of my last 50 trades, 45 have been winners and only 5 have been losers. This strategy, quantitative momentum investing, seems to make sense in both theory and practice. So why are you all being so critical?
Might I make a suggestion? I just read your post on another thread where you state you trade your brother's IRA and that he's "up 60% this year". Why don't you post similarly for yourself? That is to say, you're always with the '40 consecutive winners of 15% or better since jan 02', so why not calculate the value of the losing positions as of current value into the mix as well as the current wins, and present the results in a similar fashion for the year as you've done for your brother? How are you doing this year, beginning from a starting value around Jan 03, when you factor in all positions win or lose? There are people here doing worse than you, and people here doing better than you, and one of these groups won't be caring what you post anyway. But I tell you what, if you can present your returns in the manner I suggest, I think it may find more acceptance, and perhaps some respect, from both camps. Of course, references to meats and cheeses and biceps and belittling, arrogant posts will only undermine and trash anything of any value you may have, you know.
As you can tell, once again, another ET member trading parttime while he/she works a 9 to 5 making great gains and mastering the market. LOL