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%).


October 28, 2009 at 6:47 pm
[...] a recipe for lower prices. And home prices fell. Six months from now, they will be even lower. My ITB trade is working nicely here (I may cover some <$10). Housing is just not an appetizing investment. [...]