2009 Return (both close and open trades)
Aggressive Portfolio: +102.42%
Moderate Portfolio: +37.71%
Conservative Portfolio: +24.12%
2008 Return
Aggressive Portfolio: +34.74% (Nasdaq -40%)
Moderate Portfolio: +47.95% (S&P 500 -38%)
Conservative Portfolio: +27.26% (Dow Jones Industrial Average -34%)
Closed Trades
Aggressive Portfolio (NASDAQ Index):
2008 return: +36.84%
|
Symbol
|
Enter
|
Exit
|
Date Entered
|
Date Exit
|
%(P/L)
|
| 2009 |
|
|
|
|
|
| Trade #2 |
55.07 |
46.41 |
01/30/2009 |
03/27/2009 |
-15.73 |
| Trade #1 |
27.31 |
26.73 |
12/22/2008 |
01/30/2009 |
-2.12 |
| 2008 |
|
|
|
|
|
| Trade #5 |
48.71 |
66.13 |
09/10/2008 |
12/22/2008 |
35.76 |
| Trade #4 |
82.80 |
64.71 |
08/15/2008 |
09/10/2008 |
-21.85 |
| Trade #3 |
41.80 |
38.60 |
06/25/2008 |
08/15/2008 |
-7.65 |
| Trade #2 |
72.45 |
79.47 |
04/01/2008 |
06/25/2008 |
9.69 |
| Trade #1 |
37.91 |
48.27 |
01/02/2008 |
04/01/2008 |
27.33 |
Moderate Portfolio (S&P 500 Index):
2008 return: +44.12%
|
Symbol
|
Enter
|
Exit
|
Date Entered
|
Date Exit
|
%(P/L)
|
| 2009 |
|
|
|
|
|
| Trade #3 |
21.05 |
26.30 |
03/27/2009 |
07/01/2009 |
24.94 |
| Trade #2 |
77.04 |
74.60 |
01/30/2009 |
03/27/2009 |
-3.17 |
| Trade #1 |
25.59 |
23.18 |
12/22/2008 |
01/30/2009 |
-9.42 |
| 2008 |
|
|
|
|
|
| Trade #5 |
72.02 |
84.58 |
09/11/2008 |
12/22/2008 |
17.44 |
| Trade #4 |
62.79 |
55.05 |
08/15/2008 |
09/11/2008 |
-12.32 |
| Trade #3 |
57.22 |
64.12 |
06/07/2008 |
08/15/2008 |
12.06 |
| Trade #2 |
67.85 |
73.09 |
04/01/2008 |
06/07/2008 |
7.72 |
| Trade #1 |
54.03 |
62.65 |
01/02/2008 |
04/01/2008 |
15.95 |
Conservative Portfolio (Dow Jones Index):
2008 return: +22.20%
|
Symbol
|
Enter
|
Exit
|
Date Entered
|
Date Exit
|
%(P/L)
|
| 2009 |
|
|
|
|
|
| Trade #3 |
24.71 |
28.98 |
03/27/2009 |
07/01/2009 |
17.28 |
| Trade #2 |
59.73 |
59.93 |
01/30/2009 |
03/27/2009 |
0.33 |
| Trade #1 |
30.66 |
27.68 |
12/22/2008 |
01/30/2009 |
-9.72 |
| 2008 |
|
|
|
|
|
| Trade #5 |
64.69 |
71.82 |
09/11/2008 |
12/22/2008 |
11.02 |
| Trade #4 |
63.77 |
58.33 |
08/15/2008 |
09/11/2008 |
-8.50 |
| Trade #3 |
54.99 |
60.07 |
06/04/2008 |
08/15/2008 |
9.24 |
| Trade #2 |
73.10 |
72.68 |
04/01/2008 |
06/04/2008 |
-0.57 |
| Trade #1 |
50.12 |
55.53 |
01/02/2008 |
04/01/2008 |
10.79 |
|