These are all my new trades for 2009 (through June 30, 2009).  These seven trades amount to a 21.7% return.  My total portfolio (trailing twelve month internal rate of return) is a more modest 1.3% (relative to the S&P 500′s -25.8%).
Performance 2009 (through June 30, 2009)

One Response to “Performance 2Q09”


  1. [...] Comment  I have been bearish on housing for about a year now.  Evidence of this can be seen here, when I first shorted ITB (betting against US Homebuilders) back on Feb 6, 2009.  I remain [...]

Leave a Reply