Overall up 0.38% with BLDR and FDG leading the way. The Fed made some positive comments about housing which spiked BLDR up 4% (Fed minutes show concern on inflation).
Recent data from the housing sector gave comfort to "many" FOMC members. The data "suggested that the correction in the housing market was likely to be no more severe than they had previously expected and that the risk of an even larger contraction in this sector had ebbed."
Here is how my stocks have fared, updated as I am home again. I am now up 7.8%. Still down about $5k to benchmark.
| Current Portfolio | |||
| Stock | Cost | Current | Gain |
| PNCL | $6.68 | $9.71 | 45.4% |
| UST | $39.36 | $54.83 | 43.6% |
| ASEI | $45.85 | $65.30 | 42.4% |
| MSTR | $94.36 | $127.66 | 35.3% |
| TGIS | $10.34 | $13.53 | 32.7% |
| BBSI | $19.56 | $23.75 | 21.4% |
| MTEX | $13.11 | $15.45 | 19.1% |
| CHKE | $37.55 | $43.31 | 18.5% |
| ANF | $61.13 | $72.01 | 18.4% |
| MGLN | $38.34 | $45.08 | 17.6% |
| ELX | $17.85 | $20.97 | 17.5% |
| VPHM | $11.80 | $13.18 | 11.7% |
| PGI | $7.71 | $8.52 | 10.5% |
| BLDR | $15.91 | $17.00 | 6.9% |
| FTO | $28.76 | $30.48 | 6.2% |
| ISNS | $13.17 | $13.00 | -1.3% |
| DLX | $26.36 | $25.00 | -2.7% |
| RAIL | $58.18 | $55.92 | -3.8% |
| PTEN | $26.72 | $25.52 | -4.0% |
| ORCT | $11.83 | $11.05 | -6.6% |
| TBL | $34.50 | $32.06 | -7.1% |
| KG | $17.31 | $15.99 | -7.6% |
| PACR | $32.53 | $29.48 | -8.5% |
| TRLG | $17.02 | $15.33 | -9.9% |
| PONR | $30.98 | $27.85 | -10.1% |
| HW | $33.04 | $23.82 | -27.9% |
| OVTI | $27.79 | $18.23 | -34.4% |
| FDG | $34.03 | $20.45 | -35.2% |
| EZEN | $2.84 | $1.65 | -41.8% |
| Current Gain/Loss ($) | $14,652 | ||
| Current Gain/Loss (%) | 4.5% | ||
| Sold Gain/Loss ($) | $10,050 | ||
| Sold Gain/Loss (%) | 25.0% | ||
| Total Gain/Loss ($) | $24,702 | ||
| Benchmark Gain/Loss ($) | $29,800 | ||
| Annual IRR | 14.8% | ||
| Total Gain/Loss (%) | 7.8% | ||
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