2010-09-01

August Performance

Index

Aug %

YTD %

S&P 500 TR

-4.51

-4.62

MSCI EAFE

-3.34

-9.81

上海 Shanghai

0.05

-19.48

Fund



Entertain.Trends

1.83

12.42

Green Dragon

2.79

7.27

Best of Funds

3.84

0.87

Pharma & Dogs

1.04

6.11

China Fund

1.24

-3.07

SoftwareSecurity

3.62

10.59

Yield to Me

1.04

2.61

Catch a Falling Knife

7.90

-9.53


The euro went lower and gold and gold miners went higher, as did silver. Another winner from the portfolios are heavy weightings in iShares Barclays 20+ Year Treasuries (TLT), most funds have had very large chunks in this ETF for many months, more than a year for many. The buyout of McAfee (MFE) helped boost the Software Security Fund.

I long for the day when I can exit positions such as TLT and fully invest in target sectors, but for now I think this remains the best strategy.

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