Sunday, March 30, 2008


Returns for week ending 3/28/08:

Strategic Growth Model (SGM) portfolio = -0.6%
Value of $10,000 invested at inception: $40,870

SGM portfolio next week (8 positions):
Holdings: TNE RIMM ISRG TITN LKQX CLR MOS ARD
SELL: WDC CEDC
BUY: ARD

SGM portfolio is on a BUY signal, holdings for next week:
net-50%-long...
2/3 of funds to buy ASM-10 positions
1/6 of funds in cash
1/6 of funds to buy TWM (50% hedged)



Returns for week ending 3/20/08 (Market closed Good Friday):

Strategic Growth Model (SGM) portfolio = -1.3%
Value of $10,000 invested at inception: $41,117

SGM portfolio is on a SELL signal, holdings:
1/2 of funds in RWM
1/2 of funds in CASH

Saturday, March 15, 2008

Returns for week ending 3/14/08:

Strategic Growth Model (SGM) portfolio = -0.5%
Value of $10,000 invested at inception: $41,658

SGM is on a SELL signal, holdings next week:
1/2 of funds in RWM
1/2 of funds in CASH

Monday, March 10, 2008

Returns for week ending 3/7/08:

Strategic Growth Model (SGM) portfolio = +2.2%
Value of $10,000 invested at inception: $41,868

SGM is on a SELL signal, holdings next week:
1/2 of funds in RWM
1/2 of funds in CASH
Returns for week ending 2/29/08:

Strategic Growth Model (SGM) portfolio = +0.5%
Value of $10,000 invested at inception: $40,966

(These results are being posted late, because I was on vacation last week. )

SGM is on a SELL signal, holdings next week:
1/2 of funds in RWM
1/2 of funds in CASH