Will This Be The Year?

My model went into 2014 with zero net exposure to equities and was mainly cautious throughout the year.  There were a total of 21 weeks during 2014 where my model recommended a zero exposure.  That stance was probably too conservative but when I look at the poor performance of the average stock last year I'm not discouraged.  The S & P 500 was up about 11% and the Russell 2000 was up 3.5%.  My model was up 8% without any shorting and an average exposure of around 25%.  The last two years have been difficult ones when it comes to beating the major cap-weighted indices because their haven't been any corrections to speak of.  With earnings problems now surfacing and continuing geo-political stress, 2015 may be much less kind to investors.  I begin the year with a 25% stock exposure.
 
Earnings:
This year's earnings estimate trend (adding in next year during second half) - Positive
Earnings estimates 52 weeks out - Negative
Gap between future 52 week estimate and latest 12 month results - Neutral
Total earnings exposure and maximum total exposure under these conditions - 50%

Sentiment:
Equity put/call ratio - 20%
Small investor put/call ratio - 5%
NAAIM Manager cash position - (10)%
Average sentiment exposure this week - 5%

Valuation:
Long term valuation - 0%
Stock prices represented by net current assets - 20%
Stock earnings yeild compared to ten year treasury yield - 30%
Average valuation exposure this week - 17%

Total exposure from above three factors - 16%

Technical Adjustments:
Comparison of Treasury Bond yields compared to lower quality corporate bond yields...-10%
New highs minus new lows on the NASDAQ...+20%
Trend indicator for new highs minus new lows...0%
Total technical adjustments...+10%

Total stock exposure for the week - 26%
Rounded to the nearest 25th percentile - 25%

Stock Ideas:
This week the top five ranked stocks used in my aggressive screen are: STRT, AMOT, LDL, CTP and SGC.