Returns for week ending 6/19/09

Model portfolio, hypothetical returns for past…
1 week: +2.5%

Holdings for week ending 6/19/09

I am on vacation this week and haven't calculated returns for the past week. But here are next week's holdings...

The model portfolio will hold 20% of its capital in cash next week.  

Of the remaining 80% of the capital that is invested, 2/3 will be used to purchase equal positions of FUQI, CSKI, STEC, ANEN, ORN, TLEO, BWY, SXCI. The remaining 1/3 of invested capital will be used to purchase TWM.  

This weighting creates a "market-neutral" portfolio for the coming week.

Returns for week ending 6/5/09

Model portfolio, hypothetical returns for past…
1 week: -0.53%

Value of $10,000 invested at inception in 2003: $53,180

Returns for week ending 5/29/09

Model portfolio, hypothetical returns for past…
1 week: +1.4%
52 weeks: +15.2%

Value of $10,000 invested at inception in 2003: $53,464

S&P 500 Index, returns for past…
52 weeks: -34.3%

Returns for week ending 5/22/09

Model portfolio, hypothetical returns for past…
1 week: +0.2%

Value of $10,000 invested at inception in 2003: $52,687

Returns for week ending 5/15/09

Model portfolio, hypothetical returns for past…
1 week: +0.8%
52 weeks: +17.4%

Value of $10,000 invested at inception in 2003: $52,578

S&P 500 Index, returns for past…
52 weeks: -38.0%

Returns for week ending 5/8/09

Model portfolio, hypothetical returns for past…
1 week: -2.0%
52 weeks: +20.9%

Value of $10,000 invested at inception in 2003: $52,168