These are all my new trades for 2009 (through September 30, 2009). These eight positions amount to a 6.6% return. My total portfolio (trailing twelve month internal rate of return) is a more modest 3.6% (relative to the S&P 500’s -7.2%).


These are all my new trades for 2009 (through September 30, 2009). These eight positions amount to a 6.6% return. My total portfolio (trailing twelve month internal rate of return) is a more modest 3.6% (relative to the S&P 500’s -7.2%).

