
Roger Tweed
Recovering But Not Catching Up – Our portfolio continued its positive trend over the past three weeks, but once again failed to keep pace with the S&P 500. Strong gains in Boeing (BA), Wisdom Tree Japan Hedged Equity (DXJ), and News Corp. (NWSA) were offset by pull backs in Whole Foods Market (WFM), SPDR S&P China (GXC), and SPDR Gold Trust (GLD). Over the past three weeks, our portfolio gained 1.72% while the S&P 500 gained 2.07%. Since its January 10 inception our portfolio has gained 1.4% while the S&P 500 has gained 5.8%. (more…)