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%).

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%).

January 13, 2010 at 11:40 pm
[...] 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 [...]