Rusty you've really had some nice trades there, and I have no doubt you have good profits from them - congrats!
My concern is just that this kind of active trading is not sustainable in the long term. I speak from experience, because in my early years of investing I tried the same kinds of things. I had a stretch of 3-4 years where I even made pretty good money from the active trading. It seemed like a good way to make money without having to commit to "buy and hold". In fact, I even made money in 2008!
Just imagine that... why would I want to passively hold an index long, and suffer a crash, when I could be nimble and trade around it. Like I did in 2008. I gained confidence doing that and I couldn't see any reason to use a passive index portfolio.
By roughly year 5, my performance was dropping. Eventually (after a few more years) I took an honest look at my results and found that -- to my surprise -- I had actually done
worse overall than a buy & hold strategy. This only became visible with the long term results and performance tracking.
This is why, even though I successfully traded through the 2008 crash, I now tell everyone that they are better off with passive couch potato-type investing. I would have made more money if I did this from the start, e.g. methods in
#105 or
#134.
CDZ yields around 5.3% and ZDY 3.8% so the two together will yield around 4.5% which I think is pretty good for a passive buy & hold. With CDZ+ZDY you would be pretty well diversified across many sectors, and two countries.