Small Portfolio
|
XLF & IAU
|
20.16%
|
|
Position
|
Date
|
Return
|
Days
|
DECK
|
6/15/2012
|
1.94%
|
92
|
CVX
|
7/5/2012
|
10.07%
|
72
|
RIMM
|
7/16/2012
|
4.28%
|
61
|
UEIC
|
7/30/2012
|
34.15%
|
47
|
QSII
|
8/6/2012
|
16.09%
|
40
|
SWM
|
8/23/2012
|
6.80%
|
23
|
FCX
|
8/27/2012
|
18.02%
|
19
|
DWA
|
9/4/2012
|
6.72%
|
11
|
CAJ
|
9/5/2012
|
11.45%
|
10
|
DVN
|
9/7/2012
|
9.07%
|
8
|
S&P
|
Annualized
|
6.92%
|
|
Small Portfolio
|
Annualized
|
15.57%
|
|
Large Portfolio
|
Annualized
|
22.29%
|
As expected, Bernanke pulled the trigger: QE3 is here.
No trades going into the week, but there may be one in the last half of the week.
There’s really nothing to say at this point. It will last until it stops.
Tim
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