Saturday, June 27, 2009

Update on My Performance

Here is my current portfolio, more "MFI" since I removed ENH-A & RNR-C:

FSUMF 115%
CKSW 205%
WH 49%
ICO 31%
UTA 46%
CSKI 33%
WILC 27%
QXM 5%
CMED 5%
CDII 18%
PFE 6%
ENDP 8%
FRX 9%
UEPS 3%
AIRV 3%
GME 2%
VM 2%
HCKT 0%
CHCG -16%
KHD -57%

We're up 117% from our lows in November, we're up 53% YTD, we're 13.5 points above the benchmark, but sadly we're 16% below breakeven. As a reminder, I have been at this for 3 1/2 years now.

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