Saturday, August 30, 2008

Returns for the week ending 8/29/08

Strategic Growth Model (SGM) portfolio = +1.1%
Value of $10,000 invested at inception: $49,933

SGM holdings for next week (10 equal positions):
Holdings: GMXR BUCY CF TITN GHM POT MEE DXPE KSU SYUT
SELL: ACI ISYS
BUY: KSU SYUT

SGM hedge position next week:
Net-50%-long – Remove 50% of hedge (TWM is 2x inverse Proshares ETF on Russell 2000 index)

Saturday, August 23, 2008

Returns for the week ending 8/22/08

Strategic Growth Model (SGM) portfolio = +2.4%
Value of $10,000 invested at inception: $49,400
SGM holdings for next week (10 equal positions):
Holdings: GMXR BUCY CF ISYS GHM TITN CNQR POT ACI MEE
SELL: KSU RIMM DXPE SYUT ENS
BUY: TITN CNQR POT ACI MEE

SGM hedge position next week:
net-50%-long – Remove 50% of hedge (TWM is 2x inverse Proshares ETF on Russell 2000 index)

Sunday, August 17, 2008

Returns for the week ending 8/15/08

Strategic Growth Model (SGM) portfolio = -0.2%
Value of $10,000 invested at inception: $48,228

SGM holdings for next week (10 equal positions):
Holdings: GMXR BUCY GHM CF KSU RIMM DXPE SYUT ISYS ENS
SELL: BABY
BUY: ENS

SGM hedge position next week:
Market neutral – Use 1/3 of funds to purchase TWM (TWM is 2x inverse Proshares ETF based on Russell 2000 index)

Saturday, August 9, 2008


Returns for the week ending 8/8/08

Strategic Growth Model (SGM) portfolio = -1.3%
Value of $10,000 invested at inception: $48,326

SGM holdings for next week (10 equal positions):
Holdings: GMXR BUCY CF KSU RIMM GHM DXPE SYUT ISYS BABY
SELL: ENS TITN POT MOS MEE
BUY: RIMM DXPE SYUT ISYS BABY

SGM portfolio is on a BUY signal, next week’s holdings:
Market Neutral...
use 2/3 of funds to buy equal positions in each of the ASM-10 holdings
use 1/3 of funds to buy TWM (2x inverse ETF – Russell 2000 index)

Sunday, August 3, 2008

Returns for the week ending 8/1/08

Strategic Growth Model (SGM) portfolio = -0.4%
Value of $10,000 invested at inception: $48,938

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