Portfolio performance review | Hello Suckers ...

Portfolio performance

Here is the record of the portfolio performance in a nut shell. The strategy used for the management is a combination of CAN SLIM and Reverse Scale System. In some of my later posts I will write about these strategies and give you links where you can find more information.

Portfolio monthly performance:

Trading Account

ROTH IRA

Month	Results
July 2010	3.15%
June 2010	-4.33%
May 2010	-33.21%
April 2010	-2.79%
March 2010	1.61%
February 2010	-0.10%
January 2010	-20.34%
December 2009	4.46%
November 2009	6.88%
October 2009	1.48%
September 2009	-4.31%
August 2009	-2.44%
July 2009	2.38%
June 2009	-21.54%
May 2009	0.97%
April 2009	0.00%
March 2009	0.00%
February 2009	0.00%
January 2009	0.00%
December 2008	0.00%
November 2008	-5.74%
October 2008	-7.91%
September 2008	-6.18%
August 2008	-1.13%

Month	Results
July 2010	4.53%
June 2010	-4.84%
May 2010	-9.99%
April 2010	4.53%
March 2010	3.62%
February 2010	2.46%
January 2010	-2.34%
December 2009	3.99%
November 2009	1.61%
October 2009	-2.99%
September 2009	4.33%
August 2009	1.65%
July 2009	11.57%

Portfolio yearly performance:

Trading Account

ROTH IRA

Year	Results
2010	-47.79%
2009	-14.48%
2008	-19.19%

Year	Results
2010	-6.38%
2009	4.59%

Inception of the trading portfolio: 08/04/2008
Inception of ROTH IRA portfolio: 01/01/2007 (results tracked since 2009)

Trades records:

Stock	Purchase date	Purchase price	Sell date	Sell price	Gain/Loss ($)	Gain/Loss (%)
SYK	01/15/10	55.98	01/27/10	53.38	-39.00	-4.64%
RAX	12/18/09	22.37	01/26/10	19.90	-91.39	-11.04%
MED	12/31/09	31.26	01/12/10	25.56	-91.20	-18.23%
TSTC	12/29/09	20.51	01/21/10	17.78	-51.87	-13.31%
ASIA	12/03/09	27.75	01/07/10	27.94	4.75	0.68%
V	12/02/09	83.05	01/22/10	82.90	-1.34	-0.18%
RINO	11/30/09	33.49	01/15/10	25.20	-24.87	-24.75%
CTL	11/23/09	36.09	01/22/10	34.14	-17.55	-5.40%
RINO	10/06/09	22.72	01/15/10	25.20	9.92	10.92%
V	10/05/09	68.44	01/22/10	82.90	159.08	21.13%
MED	12/01/09	27.65	12/30/09	29.96	13.86	8.35%
MED	10/29/09	20.79	12/30/09	29.96	73.36	44.11%
JADE	10/19/09	3.48	11/30/09	3.08	-13.58	-11.48%
ORS	10/14/09	1.09	11/24/09	0.78	-20.70	-28.37%
NZ	11/17/09	11.12	11/27/09	10.00	-11.19	-10.07%
DFS	10/08/09	17.03	10/16/09	15.09	-11.64	-11.39%
STEC	09/23/09	31.80	10/08/09	27.44	-13.08	-13.71%
MED	09/09/09	18.34	10/27/09	19.80	8.76	7.96%
FUQI	08/11/09	29.00	10/27/09	21.89	-21.33	-24.52%
V	09/29/09	71.95	10/02/09	67.53	-17.68	-6.14%
V	07/17/09	64.25	10/02/09	67.53	22.96	5.11%
STEC	08/20/09	34.79	09/18/09	30.00	-14.37	-13.77%
GMCR	07/27/09	70.00	08/17/09	58.46	-34.62	-16.49%
MDRX	07/15/09	15.68	08/17/09	14.80	-16.71	-5.61%
SYNA	06/01/09	36.90	07/08/09	35.06	-47.81	-4.98%
V	05/19/09	66.03	07/07/09	59.59	-173.88	-9.75%
IP	06/11/09	15.80	06/17/09	13.63	-119.35	-13.73%
GMCR	06/11/09	62.22	06/17/09	55.33	-96.46	-11.07%
C	05/08/09	4.02	06/09/09	3.43	-27.73	-14.6%
AFAM	10/31/08*	41.44	11/21/08	38.13	-33.08	-8.68%
BABY	08/04/08	24.15	10/10/08	15.77	-120.54	-40.02%
WCG	08/11/08	42.90	10/06/08	28.46	-106.63	-39.88%
PEGA	08/11/08	15.03	10/06/08	9.79	-119.54	-40.44%