tag:blogger.com,1999:blog-5293229414718906048.post3129758445314427127..comments2011-08-21T00:25:16.692-06:00Comments on Strategic Growth Model: Stevehttp://www.blogger.com/profile/00492662967829830796noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5293229414718906048.post-77387671980332351202008-08-11T12:28:00.000-06:002008-08-11T12:28:00.000-06:00One word: ouch. If it's any consolation, my m...One word: ouch. If it's any consolation, my market neutral hedge has suffered severely as well. Do you have any insight into what is going on with your portfolios?John Bakerwww.listbrokers.comnoreply@blogger.comtag:blogger.com,1999:blog-5293229414718906048.post-87502792221133254542008-08-14T21:53:00.000-06:002008-08-14T21:53:00.000-06:00@John, What's going on is that a historic com...@John, What's going on is that a historic commodities bubble is bursting. The portfolio benefited from the run-up and is now being hurt by the rotation out of commodity stocks. Not too worried though because the model is rotating funds into the new leaders in the ascendant sectors. The model's performance ebbs and flows based on sector rotation. Over time, staying fully invested, it Stevehttp://www.blogger.com/profile/00492662967829830796noreply@blogger.com