Portfolio Performance
 Core Portfolio
2014 - 2017
2009 - 2014
 $5K Portfolio
2014 - 2017
2009 - 2014
2001 - 2005
 Short Term Play
2014 - 2016
2012 - 2013
2010
2009
2008
 Portfolio from $5k to $1mil
Our Team in 2007 SLO

Short Term Trading System Records
(03/28/2008-01/21/2009)

Week Date Tick Buy Amount Buy Price Sell Price G/L% G/L Amount
1 03/31-04/04 NWA $20,000.00 $8.20 $9.15 11.59% $2,231.71
03/31-04/04 EMKR $20,000.00 $5.80 $6.20 6.90% $2,137.93
03/31-04/04 LSI $20,000.00 $5.00 $5.20 4.00% $2,080.00
03/31-04/04 SRS $20,000.00 $98.18 $94.25 -4.00% $1,919.94
03/31-04/04 ACOR $20,000.00 $18.98 $18.22 -4.00% $1,919.92
03/31-04/04 EMKR $20,570.00 $6.75 $7.18 6.37% $2,188.04
03/31-04/04 FFIV $20,570.00 $18.60 $19.66 5.70% $2,174.23
03/31-04/04 NM $20,570.00 $9.32 $9.82 5.36% $2,167.35
03/31-04/04 LNG $20,570.00 $19.25 $19.96 3.69% $2,132.87
03/31-04/04 SRS $20,570.00 $88.91 $88.10 -0.91% $2,038.26
2 04/07-04/11 DUG $21,400.00 $34.32 $35.45 3.29% $2,210.46
04/07-04/11 BID $21,400.00 $26.20 $27.05 3.24% $2,209.43
04/07-04/11 ARO $21,400.00 $26.05 $26.83 2.99% $2,204.08
04/07-04/11 AET $21,400.00 $41.91 $41.02 -2.12% $2,094.55
04/07-04/11 CHS $21,400.00 $6.85 $6.57 -4.09% $2,052.53
3 04/14-04/18 NWA $21,500.00 $11.16 $12.15 8.87% $2,340.73
04/14-04/18 LCC $21,500.00 $8.86 $9.05 2.14% $2,196.11
04/14-04/18 MFLX $21,500.00 $17.93 $18.38 2.51% $2,203.96
04/14-04/18 SOLF $21,500.00 $14.33 $14.64 2.16% $2,196.51
04/14-04/18 TSO $21,500.00 $27.01 $27.65 2.37% $2,200.94
04/14-04/18 YGE $22,300.00 $20.55 $21.68 5.50% $2,352.62
04/14-04/18 UBSI $22,300.00 $25.45 $26.48 4.05% $2,320.25
04/14-04/18 FMCN $22,300.00 $32.33 $33.30 3.00% $2,296.91
04/14-04/18 OVTI $22,300.00 $16.32 $15.79 -3.25% $2,157.58
04/14-04/18 DUG $22,300.00 $33.07 $31.74
-4.02%
$2,140.31
4 04/21-04/25 XFML $22,500.00 $3.11 $3.25 4.50% $2,351.29
04/21-04/25 DUG $22,500.00 $30.06 $31.26 3.99% $2,339.82
04/21-04/25 VIVO $22,500.00 $27.40 $27.25
-0.55%
$2,237.68
04/21-04/25 SRS $22,500.00 $86.70 $83.23 -4.00% $2,159.95
04/21-04/25 NWA $22,500.00 $9.44 $9.06
-4.03%
$2,159.43
5 04/28-05/02 SYNM $22,500.00 $1.14 $1.40 22.81% $2,763.16
04/28-05/02 SIMO $22,500.00 $15.81 $17.30 9.42% $2,462.05
04/28-05/02 BEBE $22,500.00 $10.17 $10.50 3.24% $2,323.01
04/28-05/02 NWA $22,500.00 $7.47 $7.70 3.08% $2,319.28
04/28-05/02 HNR $22,500.00 $9.92 $9.52 -4.03% $2,159.27
6 05/05-05/09 ZIXI(s) $24,100.00 $2.96 $3.39 14.53% $2,760.10
05/05-05/09 ZRAN $24,100.00 $12.96 $13.40 3.40% $2,491.82
05/05-05/09 TRW $24,100.00 $26.86 $27.66 2.98% $2,481.78
05/05-05/09 GTI(s) $24,100.00 $22.67 $21.80 -3.84% $2,317.51
05/05-05/09 LCC $24,100.00 $8.68 $8.33 -4.03% $2,312.82
05/05-05/09 REGN $24,700.00 $19.95 $20.45 2.51% $2,531.90
05/05-05/09 GOLD $24,700.00 $44.30 $45.20 2.03% $2,520.18
05/05-05/09 AG $24,700.00 $58.85 $59.15 0.51% $2,482.59
05/05-05/09 ZRAN $24,700.00 $13.22 $13.04
-1.36%
$2,436.37
05/05-05/09 SLT $24,700.00 $21.02 $20.40
-2.95%
$2,397.15
7 05/12-05/16 OXPS $24,750.00 $21.51 $23.05 7.16% $2,652.20
05/12-05/16 LCC $$24,750.00 $6.86 $7.35 7.14% $2,651.79
05/12-05/16 SOLF $24,750.00 $14.43 $15.30 6.03% $2,624.22
05/12-05/16 INT $24,750.00 $26.00 $27.20 4.62% $2,589.23
05/12-05/16 VC $24,750.00 $4.71 $4.80 1.91% $2,522.29
8 05/19-05/23 CPSL $26,100.00 $6.50 $8.25 26.92% $3,312.69
05/19-05/23 XFML $26,100.00 $3.68 $3.89 5.71% $2,758.94
05/19-05/23 INT $26,100.00 $24.65 $25.90 5.07% $2,742.35
05/19-05/23 HOG $26,100.00 $39.91 $41.40 3.73% $2,707.44
05/19-05/23 GFA $26,100.00 $43.92 $42.16
-4.01%
$2,505.41
05/19-05/23 JBX $28,000.00 $23.70 $23.30 -1.69% $2,752.74
05/19-05/23 AG $28,000.00 $58.96 $57.85
-1.88%
$2,747.29
05/19-05/23 ELN $28,000.00 $25.35 $24.85
-1.97%
$2,744.77
05/19-05/23 SUN $28,000.00 $45.96 $44.65
-2.85%
$2,720.19
05/19-05/23 EMKR $28,000.00 $7.91 $7.59
-4.05%
$2,686.73
9 05/26-05/30 EMKR $27,300.00 $7.31 $7.92 8.34% $2,957.81
05/26-05/30 JBX $27,300.00 $23.38 $24.40 4.36% $2,849.10
05/26-05/30 TLB $27,300.00 $7.00 $7.30 4.29% $2,847.00
05/26-05/30 LCC $27,300.00 $4.33 $4.50 3.93% $2,837.18
05/26-05/30 GPS $27,300.00 $17.90 $18.54 3.58% $2,827.61
10 06/02-06/06 LII $28,700.00 $32.24 $33.74 4.65% $3,003.53
06/02-06/06 XMSR $28,700.00 $10.60 $10.92 3.02% $2,956.64
06/02-06/06 XFML $28,700.00 $2.95 $2.86
-3.05%
$2,782.44
06/02-06/06 WX $28,700.00 $20.03 $19.25
-3.89%
$2,758.24
06/02-06/06 LCC $28,700.00 $3.93 $3.77
-4.07%
$2,753.16
11 06/09-06/13 OMNI $28,590.00 $5.95 $6.74 13.28% $3,238.60
06/09-06/13 GSX $28,500.00 $4.06 $4.28 5.42% $3,004.43
06/09-06/13 UTSI $28,500.00 $5.50 $5.46
-0.73%
$2,829.27
06/09-06/13 MW $28,500.00 $19.73 $18.94
-4.00%
$2,735.88
06/09-06/13 CROX $28,500.00 $9.76 $9.37
-4.00%
$2,736.12
06/09-06/13 OMNI $28,500.00 $5.95 $6.74 13.28% $32,284.03
06/09-06/13 GSX $28,500.00 $4.06 $4.28 5.42% $30,044.33
06/09-06/13 UTSI $28,500.00 $5.50 $5.46
-0.73%
$28,292.73
06/09-06/13 MW $28,500.00 $19.73 $18.94
-4.00%
$27,358.84
06/09-06/13 CROX $28,500.00 $9.76 $9.37
-4.00%
$27,361.17
x 06/16-06/27 no trades - all cash (look for a website to host our real-time trading blog)
12 06/30-07/04 END $29,070.00 $2.02 $2.21 9.41% $31,804.31
06/30-07/04 UAUA $29,070.00 $5.37 $5.67 5.59% $30,694.02
06/30-07/04 REGN $29,070.00 $14.45 $14.82 2.56% $29,814.35
06/30-07/04 UBSI $29,070.00 $23.97 $23.01
-4.01%
$27,905.74
06/30-07/04 YGE $29,070.00 $16.21 $15.56
-4.01%
$27,904.33
06/30-07/04 YGE $29,600.00 $14.75 $15.34 4.00% $30,784.00
06/30-07/04 AMR $29,600.00 $4.84 $5.10 5.37% $31,190.08
06/30-07/04 VCLK $29,600.00 $14.73 $15.23 3.39% $30,604.75
06/30-07/04 REGN $29,600.00 $13.97 $14.51 3.87% $30,744.17
06/30-07/04 AG $29,600.00 $50.37 $52.15 3.53% $30,646.02
13 07/07-07/11 YGE $30,820.00 $14.27 $14.74 3.29% $31,835.09
07/07-07/11 TITN $30,820.00 $24.36 $26.70 9.61% $33,780.54
07/07-07/11 OMNI $30,820.00 $5.57 $5.74 3.05% $31,760.65
07/07-07/11 NM $30,820.00 $8.60 $9.35 8.72% $33,507.79
07/07-07/11 JPM $30,820.00 $35.55 $34.13
-3.99%
$29,588.93
07/07-07/11 YGE $32,100.00 $13.54 $14.47 6.87% $34,304.80
07/07-07/11 AMD $32,100.00 $5.31 $5.48 3.20% $33,127.68
07/07-07/11 LCC $32,100.00 $2.60 $2.75 5.77% $33,951.92
07/07-07/11 ARO $32,100.00 $31.98 $33.22 3.88% $33,344.65
07/07-07/11 TBSI $32,100.00 $36.11 $34.66
-4.02%
$30,811.02
07/07-07/11 OMNI $33,100.00 $5.51 $5.85 6.17% $35,142.47
07/07-07/11 FXP $33,100.00 $82.73 $87.60 5.89% $35,048.47
07/07-07/11 AG $33,100.00 $47.87 $49.31 3.01% $34,095.70
07/07-07/11 TGB $33,100.00 $4.55 $4.38
-3.74%
$31,863.30
07/07-07/11 OIH $33,100.00 $205.70 $197.47 -4.00% $31,775.68
14 07/14-07/18 AAP $33,590.00 $36.88 $38.23 3.66% $34,819.57
07/14-07/18 GA $33,590.00 $11.01 $11.50 4.45% $35,084.92
07/14-07/18 AEO $33,590.00 $12.23 $12.60 3.03% $34,606.21
07/14-07/18 LCC $33,590.00 $2.22 $2.13
-4.05%
$32,228.24
07/14-07/18 SOLF $33,590.00 $14.85 $14.26
-3.97%
$32,255.45
07/14-07/18 ERES $33,800.00 $13.56 $15.20 12.09% $37,887.91
07/14-07/18 SWKS $33,800.00 $9.87 $10.19 3.24% $34,895.85
07/14-07/18 SNDK $33,800.00 $16.62 $17.12 3.01% $34,816.85
07/14-07/18 MLHR $33,800.00 $23.90 $25.03 4.73% $35,398.08
07/14-07/18 COST $33,800.00 $69.49 $72.86 4.85% $35,439.17
15 07/21/-07/25 AUY $35,680.00 $14.20 $14.63 3.03% $36,760.45
07/21/-07/25 CHK $35,680.00 $54.62 $52.44
-3.99%
$34,255.94
07/21/-07/25 NBL $35,680.00 $81.27 $78.02
-4.00%
$34,253.15
07/21/-07/25 TSL $35,680.00 $28.76 $27.61
-4.00%
$34,253.30
07/21/-07/25 RIO $35,680.00 $29.33 $28.16
-3.99%
$34,256.69
16 07/28-08/01 SOLF $34,760.00 $12.92 $13.38 3.56% $35,997.59
07/28-08/01 NBL $34,760.00 $76.43 $78.60 2.84% $35,746.91
07/28-08/01 BEXP $34,760.00 $13.70 $14.23 3.87% $36,104.73
07/28-08/01 WM $34,760.00 $3.95 $4.08 3.29% $35,904.00
07/28-08/01 EXPD $34,760.00 $36.25 $34.80
-4.00%
$33,369.60
07/28-08/01 SOLF $35,400.00 $12.57 $14.40 14.56% $40,553.70
07/28-08/01 CSIQ $35,400.00 $27.25 $30.80 13.03% $40,011.74
07/28-08/01 SINA $35,400.00 $44.81 $46.49 3.75% $36,727.20
07/28-08/01 GFA $35,400.00 $33.30 $34.80 4.50% $36,994.59
07/28-08/01 TGB $35,400.00 $3.65 $3.54
-3.01%
$34,333.15
07/28-08/01 ELN $37,750.00 $18.51 $21.00 13.45% $42,828.20
07/28-08/01 LZ $37,750.00 $47.45 $50.00 5.37% $39,778.71
07/28-08/01 SOLF $37,750.00 $13.92 $14.50 4.17% $39,322.92
07/28-08/01 GA $37,750.00 $9.00 $9.32 3.56% $39,092.22
07/28-08/01 END $37,750.00 $1.70 $1.68
-1.18%
$37,305.88
17 08/04-08/08 GME $39,670.00 $39.53 $43.40 9.79% $43,553.71
08/04-08/08 GIGM $39,670.00 $11.64 $12.11 4.04% $41,271.80
08/04-08/08 TSL $39,670.00 $26.93 $27.93 3.71% $41,143.08
08/04-08/08 X $39,670.00 $147.20 $147.35 0.10% $39,710.42
08/04-08/08 XOM $39,670.00 $79.20 $78.50
-0.88%
$39,319.38
08/04-08/08 BGC $41,000.00 $53.67 $55.55 3.50% $42,436.18
08/04-08/08 SOLF $41,000.00 $12.38 $12.75 2.99% $42,225.36
08/04-08/08 Q $41,000.00 $3.51 $3.74 6.55% $43,686.61
08/04-08/08 SINA $41,000.00 $40.90 $42.03 2.76% $42,132.76
08/04-08/08 AUY $41,000.00 $11.02 $10.58
-3.99%
$39,362.98
18 08/11-08/15 V $41,900.00 $72.20 $76.36 5.76% $44,314.18
08/11-08/15 TNH $41,900.00 $96.05 $99.64 3.74% $43,466.07
08/11-08/15 SOLF $41,900.00 $12.22 $11.73
-4.01%
$40,219.89
08/11-08/15 SRS $41,900.00 $84.50 $81.12
-4.00%
$40,224.00
08/11-08/15 SINA $41,900.00 $39.97 $38.37
-4.00%
$40,222.74
08/11-08/15 MOS $41,750.00 $99.30 $106.56 7.31% $44,802.42
08/11-08/15 ACI $41,750.00 $45.42 $48.03 5.75% $44,149.11
08/11-08/15 X $41,750.00 $129.73 $135.44 4.40% $43,587.61
08/11-08/15 GA $41,750.00 $9.87 $9.94 0.71% $42,046.10
08/11-08/15 GM $41,750.00 $10.84 $10.40
-4.06%
$40,055.35
19 08/18-08/22 MEA $42,930.00 $10.35 $13.01 25.70% $53,963.22
08/18-08/22 GFA $42,930.00 $28.72 $29.58 2.99% $44,215.51
08/18-08/22 GS $42,930.00 $157.22 $159.81 1.65% $43,637.22
08/18-08/22 A $42,930.00 $35.21 $35.38 0.48% $43,137.27
08/18-08/22 GM $42,930.00 $10.08 $9.77
-3.08%
$41,609.73
20 08/25-08/29 FRE $127,000.00 $2.54 $3.00 18.11% $150,000.00
08/25-08/29 GFA $49,900.00 $27.02 $28.68 6.14% $52,965.66
08/25-08/29 SOL $49,900.00 $17.78 $18.95 6.58% $53,183.63
08/25-08/29 YGE $49,900.00 $16.90 $18.01 6.57% $53,177.46
08/25-08/29 AUY $49,900.00 $10.76 $11.01 2.32% $51,059.39
08/25-08/29 DAL $49,900.00 $7.80 $7.48
-4.10%
$47,852.82
21 09/01-09/05 YGE $51,600.00 $15.56 $16.22 4.24% $53,788.69
09/01-09/05 WX $51,600.00 $17.58 $17.70 0.68% $51,952.22
09/01-09/05 CTRP $51,600.00 $50.38 $48.37
-3.99%
$49,541.33
09/01-09/05 XFML $51,600.00 $2.37 $2.27
-4.22%
$49,422.78
09/01-09/05 SOLF $51,600.00 $15.16 $14.55
-4.02%
$49,523.75
22 09/08-09/12 TGIC $50,900.00 $3.51 $4.25 21.08% $61,631.05
09/08-09/12 APWR $50,900.00 $17.38 $19.01 9.38% $55,673.71
09/08-09/12 GA $50,900.00 $8.25 $8.48 2.79% $52,319.03
09/08-09/12 ACI $50,900.00 $38.33 $36.80
-3.99%
$48,868.25
09/08-09/12 ACI $50,900.00 $40.33 $38.72
-3.99%
$48,868.04
09/08-09/12 EXM $53,400.00 $23.05 $23.80 3.25% $55,137.53
09/08-09/12 YGE $53,400.00 $13.24 $12.71 -4.00% $51,262.39
09/08-09/12 TSL $53,400.00 $25.30 $24.29
-3.99%
$51,268.22
09/08-09/12 GA $53,400.00 $7.99 $7.67
-4.01%
$51,261.33
09/08-09/12 GS $53,400.00 $157.90 $151.59
-4.00%
$51,266.03
09/08-09/12 ACI $52,100.00 $35.40 $36.48 3.05% $53,689.49
09/08-09/12 ESLR $52,100.00 $5.89 $6.16 4.58% $54,488.29
09/08-09/12 SOL $52,100.00 $12.54 $13.16 4.94% $54,675.92
09/08-09/12 ESLR $52,100.00 $5.97 $5.73
-4.02%
$50,005.53
09/08-09/12 EMKR $52,100.00 $5.38 $5.16
-4.09%
$49,969.52
23 09/15-09/19 JASO $52,570.00 $12.37 $12.92 4.45% $54,907.39
09/15-09/19 GME $52,570.00 $40.62 $41.21 1.45% $53,333.57
09/15-09/19 XFML $52,570.00 $1.635 $1.575
-3.67%
$50,640.83
09/15-09/19 Q $52,570.00 $3.62 $3.48
-3.87%
$50,536.91
09/15-09/19 ACI $52,570.00 $37.12 $35.63
-4.01%
$50,459.84
09/15-09/19 ACI $51,980.00 $35.01 $36.23 3.48% $53,791.36
09/15-09/19 SOL $51,980.00 $12.24 $12.80 4.58% $54,358.17
09/15-09/19 EXM $51,980.00 $20.80 $21.65 4.09% $54,104.18
09/15-09/19 AEO $51,980.00 $15.50 $15.56 0.39% $52,181.21
09/15-09/19 MS $51,980.00 $20.06 $19.26
-3.99%
$49,907.02
24 09/22-09/26 MS $52,870.00 $18.13 $18.88 4.14% $55,057.12
09/22-09/26 MS $52,870.00 $17.01 $17.81 4.70% $55,356.54
09/22-09/26 EXM $52,870.00 $20.14 $19.33
-4.02%
$50,743.65
09/22-09/26 ABK $52,870.00 $5.50 $5.31
-3.45%
$51,043.58
09/22-09/26 ABK $52,870.00 $4.06 $3.90
-3.94%
$50,786.45
09/22-09/26 FRE $104,000.00 $0.52 $2.64 407.69% $528,000.00
25-26 09/29-10/10 APWR $100,000.00 $4.33 $4.60 6.24% $106,235.57
09/29-10/10 VC $100,000.00 $1.23 $1.22
-0.81%
$99,186.99
09/29-10/10 VC $100,000.00 $2.00 $1.22
-39.00%
$61,000.00
09/29-10/10 APWR $100,000.00 $8.55 $4.60
-46.20%
$53,801.17
xx 10/13-11/07 no trades - all cash (worked as volunteer for US President election)
27 11/10-11/14 LCC $100,000.00 $5.10 $5.70 11.76% $111,764.71
11/10-11/14 CAL $100,000.00 $10.70 $11.37 6.26% $106,261.68
11/10-11/14 EEV $100,000.00 $105.74 $111.37 5.32% $105,324.38
11/10-11/14 FXP $100,000.00 $81.65 $85.01 4.12% $104,115.13
28 11/17-11/21 LCC $60,000.00 $5.55 $6.18 11.35% $66,810.81
11/17-11/21 CAL $60,000.00 $11.20 $11.91 6.34% $63,803.57
11/17-11/21 MBI $60,000.00 $5.58 $5.71 2.33% $61,397.85
11/17-11/21 NUVA $60,000.00 $39.09 $39.90 2.07% $61,243.28
11/17-11/21 REGN $60,000.00 $17.42 $17.67 1.44% $60,861.08
xxx 11/24-11/28 no trades - all cash (market too volatile)
29 12/01-12/05 EEV $55,000.00 $78.03 $85.88 10.06% $60,533.13
12/01-12/05 FXP $55,000.00 $53.46 $58.79 9.97% $60,483.54
12/01-12/05 LEA $55,000.00 $2.27 $2.47 8.81% $59,845.81
12/01-12/05 CAL $55,000.00 $14.03 $14.78 5.35% $57,940.13
12/01-12/05 REGN $55,000.00 $14.80 $14.21
-3.99%
$52,807.43
12/01-12/05 LCC $55,000.00 $5.73 $5.50
-4.01%
$52,792.32
12/01-12/05 RDN $75,000.00 $3.03 $3.50 15.51% $86,633.66
12/01-12/05 PLD $75,000.00 $3.76 $4.10 9.04% $81,781.91
12/01-12/05 SRS $75,000.00 $105.66 $111.75 5.76% $79,322.83
12/01-12/05 APWR $75,000.00 $3.99 $3.90
-2.26%
$73,308.27
30 12/08-12/12 PLD $80,000.00 $5.25 $7.00 33.33% $106,666.67
12/08-12/12 EXM $80,000.00 $5.55 $7.00 26.13% $100,900.90
12/08-12/12 DRYS $80,000.00 $7.28 $8.99 23.49% $98,791.21
12/08-12/12 MFN $80,000.00 $3.09 $3.51 13.59% $90,873.79
12/08-12/12 LCC $80,000.00 $5.90 $6.58 11.53% $89,220.34
12/08-12/12 CAL $80,000.00 $13.74 $15.01 9.24% $87,394.47
12/08-12/12 GES $80,000.00 $13.75 $14.72 7.05% $85,643.64
12/08-12/12 UAUA $80,000.00 $9.08 $9.69 6.72% $85,374.45
12/08-12/12 GKK $100,000.00 $1.18 $1.40 18.64% $118,644.07
12/08-12/12 MTG $100,000.00 $2.15 $2.43 13.02% $113,023.26
31 12/15-12/19 ANSV $50,000.00 $0.56 $1.14 103.57% $101,785.71
12/15-12/19 SIL $50,000.00 $1.18 $1.46 23.73% $61,864.41
12/15-12/19 XL $50,000.00 $3.56 $3.42
-3.93%
$48,033.71
32 12/22-12/26 ALY $80,000.00 $4.00 $4.24 6.00% $84,800.00
12/22-12/26 CPB $80,000.00 $27.45 $28.93 5.39% $84,313.30
12/22-12/26 NM $80,000.00 $3.01 $2.88 -4.32% $76,544.85
33-35 12/24-01/09 PLLL $80,000.00 $1.61 $2.56 59.01% $127,204.97
12/19-01/09 MTG $80,000.00 $2.67 $4.10 53.56% $122,846.44
12/19-12/30 TSL $80,000.00 $7.37 $10.10 37.04% $109,633.65
12/21-01/09 LSE $80,000.00 $1.54 $2.08 35.06% $108,051.95
12/26-01/09 XING $20,000.00 $1.57 $2.03 29.30% $25,859.87
12/21-01/09 NOVL $80,000.00 $3.47 $4.01 15.56% $92,449.57
12/26-01/09 ALC $20,000.00 $3.77 $4.29 13.79% $22,758.62
12/19-01/09 XL $80,000.00 $3.85 $4.30 11.69% $89,350.65
12/26-01/09 MTL $40,000.00 $3.87 $4.28 10.59% $44,237.73
12/22-01/02 CSX $80,000.00 $31.36 $34.62 10.40% $88,316.33
12/21-01/02 CVX $80,000.00 $70.55 $76.52 8.46% $86,769.67
12/22-01/09 SCHW $80,000.00 $15.01 $15.46 3.00% $82,398.40
12/21-01/02 CASY $80,000.00 $22.46 $22.62 0.71% $80,569.90
36 01/16-01/21 MTL $50,000.00 $3.27 $2.99 -8.56% $45,718.65
01/16-01/21 HEV $50,000.00 $5.00 $5.06 1.20% $50,600.00
01/16-01/21 QCOR $50,000.00 $6.71 $6.99 4.17% $52,086.44
01/16-01/21 X $50,000.00 $32.58 $31.80 -2.39% $48,802.95
01/16-01/21 CHU $50,000.00 $10.50 $9.44 -10.10% $44,952.38
01/16-01/21 ALY $50,000.00 $4.18 $4.39 5.02% $52,511.96
01/16-01/21 ARM $50,000.00 $2.50 $2.23 -10.80% $44,600.00
01/16-01/21 CEM $50,000.00 $1.40 $0.78 -25.00% $37,500.00
01/16-01/21 C $50,000.00 $3.50 $3.67 4.86% $52,428.57
01/16-01/21 CLX $50,000.00 $51.36 $51.03 -0.64% $49,678.74
01/16-01/21 BIIB $50,000.00 $51.05 $52.17 2.19% $51,742.12
01/16-01/21 RYL $50,000.00 $17.01 $16.38 -3.70% $48,148.15
01/16-01/21 FEED $50,000.00 $1.41 $1.30 -7.80% $46,099.29
01/16-01/21 BIDU $50,000.00 $115.90 $110.92 -4.30% $51,742.12
01/16-01/21 CME $50,000.00 $174.50 $180.58 3.48% $51,742.12
01/16-01/21 BLK $50,000.00 $117.16 $108.50 -7.39% $46,304.20
01/16-01/21 AAUK $50,000.00 $10.23 $9.51 -7.04% $47,619.05
01/16-01/21 PAL $50,000.00 $1.68 $1.60 -4.76% $47,619.05
01/16-01/21 OIL $50,000.00 $19.97 $20.57 3.00% $51,502.25
01/16-01/21 SLT $50,000.00 $5.44 $4.99 -8.27% $45,863.97
        total G/L % +1,489.80%  

Notes:

1
Mini-Fund was created on 03/28/2008 with $100,000 seed money and made first trades on Monday 03/31/2008.
2
After 9 months, the Fund grew into $1,050,057.97 ($1,046,263.97) if $7 per trade commission is counted.
3
In 35 trading weeks , we made a total of 271 trades. Among them, 178 are winners, 93 losers. 65.68% wins.
4
Longest holding period: 3 weeks. Shortest holding period: 15 minutes.
5
Top 5 Winners: +407.69% (FRE), +109.57% (ANSV), +59.01% (PLLL), +53.56% (MTG), and +37.04% (TSL).
6
Top 5 Losers: -46.20% (APWR), -39.00%(VC), -25.00% (CEM), -10.80% (ARM), -10.10% (CHU) .

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