Saturday, June 28, 2008

Returns for the week ending 6/27/08:

Strategic Growth Model (SGM) folio = +1.9%
Value of $10,000 invested at inception: $49,701

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

Friday, June 20, 2008

Returns for the week ending 6/20/08:

Strategic Growth Model (SGM) folio = +0.6%
Value of $10,000 invested at inception: $48,799

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

Sunday, June 15, 2008


Returns for the week ending 6/13/08:

Strategic Growth Model (SGM) portfolio = +0.7%
Value of $10,000 invested at inception: $48,532

Strategic Growth portfolio is on a SELL signal, next week’s holdings:
1/2 of funds in RWM
1/2 of funds in CASH


Sunday, June 8, 2008

Returns for the week ending 6/6/08:


Strategic Growth Model (SGM) portfolio = +3.8%
Value of $10,000 invested at inception: $48,193

SGM holdings for next week (10 positions):
Holdings: RIMM MOS CLR BIDU SQM GMXR GEOI PSEM ARD SWN
SELL: none
BUY: none

SGM hedge position next week:
Market neutral - use 1/3 of funds to buy TWM (TWM is 2x inverse Proshares ETF on Russell 2000 index)