Monday, October 22, 2012

Nothing's changed

Positioning remains the same...still 60% net short with 20% cash to put to work at some point...mkt remains in choppy pattern.  Will post any changes, but I like my positions at the moment...performance for model 10 has picked up recently with market coming in and a nice net short position...through last friday Model 10 is +8.42% vs. S&P 500 +5.21% since 6/30/12 start date...

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