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


Saturday, June 7, 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)

Saturday, May 31, 2008

Returns for the week ending 5/30/08:

Strategic Growth Model (SGM) portfolio = +1.4%
Value of $10,000 invested at inception: $46,413

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

SGM hedge position next week:
net-50%-long – Remove 50% of TWM position, using 1/6 of funds to buy TWM (TWM is 2x inverse Proshares ETF on Russell 2000 index)

Saturday, May 24, 2008

Returns for the week ending 5/23/08:

Strategic Growth Model (SGM) portfolio = +2.1%
Value of $10,000 invested at inception: $45,762

SGM holdings for next week (10 positions):
Holdings: RIMM MOS BIDU CLR SQM GMXR GEOI PSEM ARD SWN
SELL: SOL CYBS
BUY: ARD SWN

SGM hedge position next week:
net-50%-long – use 1/6 of funds to buy TWM (TWM is 2x inverse Proshares ETF on Russell 2000 index)

Saturday, May 17, 2008

Returns for the week ending 5/16/08:

Strategic Growth Model (SGM) portfolio = +3.8%
Value of $10,000 invested at inception: $44,800

SGM portfolio holdings for next week (10 positions):
Holdings: RIMM CLR MOS BIDU SOL SQM GMXR GEOI PSEM CYBS
SELL: TITN ATW MPWR
BUY: GEOI PSEM CYBS

SGM hedge position next week:
Market neutral - use 1/3 of funds to buy TWM (2x inverse R2K Proshares ETF)