|
Small Portfolio
|
XLF & IAU
|
16.62%
|
|
|
Sector
|
XLF
|
23.44%
|
|
|
Secular
|
IAU
|
9.79%
|
|
|
Large Portfolio
|
Date
|
Return
|
Days
|
|
RIMM
|
7/16/2012
|
93.66%
|
152
|
|
SEAC
|
9/25/2012
|
17.99%
|
81
|
|
CAJ
|
9/25/2012
|
10.03%
|
81
|
|
DDAIF
|
9/25/2012
|
2.97%
|
81
|
|
CFI
|
10/31/2012
|
18.00%
|
45
|
|
EL
|
11/12/2012
|
5.98%
|
33
|
|
BOKF
|
11/19/2012
|
-1.05%
|
26
|
|
RE
|
11/26/2012
|
1.15%
|
19
|
|
GLW
|
12/3/2012
|
3.19%
|
12
|
|
CGX
|
12/12/2012
|
0.06%
|
3
|
|
S&P
|
Annualized
|
3.26%
|
|
|
Small Portfolio
|
Annualized
|
10.47%
|
|
|
Sector Model
|
Annualized
|
14.61%
|
|
|
Large Portfolio
|
Annualized
|
28.59%
|
No trades.
No comment.
Not tonight.
GG (Gold Corp) looks like a good buy, for the gold bugs out
there.
For us parents… there’s nothing of interest but a good
squeeze from our kids.
Tim
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