Archive for June, 2009

CORPORATE ACCOUNTS PERFORMANCE – JUNE 2009

June 29, 2009

EQUITY   ACCOUNT

Inception Date: Dec 01, 2008   –   Inception Capital: 10,000 $

Net Assets Value (June 26, 2009): 17,249 $   (monthly return +25.92%)

Realized gain on Speculative Equity Holdings:   +1,085 $

Current gain on Speculative Equity Holdings:   +311 $

Current gain on Core Equity Holdings:   +558 $

Current Loss on Protection Hedges: -2,292 $

Net Income Premium:    +7,267 $

Dividends:   320 $

All time return: 7,249 $ (+72,49%)

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DERIVATIVE   ACCOUNT

Inception Date: Dec 01, 2008   –   Inception Capital: 30,000 euro

Net Assets Value (June 26, 2009): 37,388 euro   (monthly return +2.32%)

Cash                                                             38,668

Market value options sold                              (1,740)

Market value options bought                            460

Mark to Market Futures                                 0 

All time return: 7,388 euro (+24.63%)

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MODEL PORTFOLIOS – JUNE 26, 2009

June 27, 2009

€uroIncome 21.42 € -14.32%   (total return)
base 25 € -Aug 4, 2008

S&P/Mib 27,826 – Aug 4, 2008   (-29.7% total return)

Julians 31.78 $ +27.12%   (total return)
base 25 $ – Aug 21, 2008

S&P500 1,277.72 – Aug 21, 2008   (-28.08% total return)

TOTAL INVESTED CAPITAL – JUNE 26, 2009

June 27, 2009

Maedhros Global Allocation Index    118.55

base 100 – Nov 07, 2008

Total Invested Capital   514.29   (433.82   x   1.1855)

base 500 – Nov 17, 2007

433.82 – Nov 01, 2008

Total Return since Inception   +2.86%

Benchmarks
S&P 500    -33.41% (same period)

Longleaf Partners Fund    -39.94% (same period)
Sequoia Fund    -20.14%(same period)
Third Avenue Value Fund    -33.8% (same period)

(in US dollars, dividends & broker’s fees included, taxes not included)

BRAINS TAKEN AWAY FROM HOEING LAND….

June 19, 2009

….or politics at their finest skill, LYING!!???

Jury is still out.

DARWIN’S PREDICTIONS AND DARWINISTS’ EPICYCLES

June 18, 2009

A toothsayer could do better…..

Protected: ALERT – JULIANS PORTFOLIO

June 17, 2009

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Protected: ALERT – EUROINCOME PORTFOLIO

June 16, 2009

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Protected: ALERT – JULIANS PORTFOLIO

June 12, 2009

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TEN REASONS TO BUY STOCKS NOW

June 9, 2009

For the past few weeks, I’ve been spouting off about all the reasons to stay out of the stock market.

Numerous technical indicators are flashing “sell” signals. There’s massive negative divergence on the charts of all the major broad market indexes. Insider selling is at its highest level since late 2007. The public has forgotten all about the tortuous decline suffered just a few months ago and is casually tossing what’s left of its savings back into the most speculative stocks like a toddler throwing coins into a wishing fountain.

Of course, nobody really wants to hear stuff like that. As one reader put it, “Enough already with the negativity. Can’t you find any good reasons to buy stocks?”

The reader is right. Frankly, I’m tired of being bearish on the stock market. It’s time to blow away the storm clouds of negativity and enjoy the lemon drop sunshine and gummy bear rainbows. Let’s stop focusing on the bad stuff. Instead, join hands with your neighbor and share good thoughts.

And if you’ll hum a little Kumbaya, I’ll share my top 10 reasons to buy stocks right now…

10) The Feds are already doing everything they can to destroy your wealth. Putting all you have into stocks will get the job done faster and free up their time for other things.

9) Bernie Madoff thinks it’s a good idea.

8) You won’t need a calculator to figure out your net worth.

 
 
 
 

7) Your broker won’t have to take a second career delivering pizzas. That’ll open up a job for someone else. The employment report will improve, and you’ll be credited with kicking off the economic boom of 2009.

6) Standing in soup lines is a great way to meet new people.

5) You won’t feel guilty benefiting from the “Take a penny, Leave a penny” tray at the local Starbucks.

4) It’s “Opposite Day.”

3) A diet of Top Ramen and generic beer will bring back all those wonderful memories from college.

2) Homelessness will take your mind off of global warming.

And, the No. 1 reason to buy stocks right now…

1) You won’t have any of those pesky capital gains taxes to worry about at the end of the year.

Best regards and good trading,

Jeff Clark

Protected: ALERT – GLOBAL ALLOCATION INDEX

June 3, 2009

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