2007 FULL POOMA RESULTS

Well, we've been on a twelve month journey of discovery and a narrow winner from our only selection on the last day of the year saw us finish a tad behind square at -4.0% profit on turnover (POT) for all selections and -4.9% for the unique selections. Not a bad effort given we were at -18.2% about half way through the year; we made a profit since that point but couldn't get our nose above water for the full twelve months. You can see in the table below that we got killed in the March-June period. The overall result puts us ahead of quite a few of the professional services according to people who've emailed me those details.

To summarise what the 2007 POOMAs were all about:

1. I chose 20 of my completely mechanical systems to run for the year;
2. I did two system reviews, deleting some and including others at each review; and
3. Results were broken down as TOTAL (allowing for selections that came from multiple systems) and UNIQUE (single selection regardless of how many systems selected it).

The worst thing I did was to cull System 13 at the first review, as it went on a terrific burst from that point forward and got itself back into the black (which I had even predicted when I culled it). As a POOMA it finished at -9.5% whereas for the year it achieved +7.3%. At least I got something out of it after reintroducing it for the final review. The best thing I did was introduce Systems 22 and 25, which were strong contributors.

I'll have another post describing the 2008 POOMAs, which will be based on those successful through 2007 plus a couple of others I've been tracking along.

The following is the summary of the 2007 POOMAs broken down by various categories:

Month:



State:



Type:



System Number: