| Position | Commentary | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Holding | Return | Exposure | Trades | Last | Price | Rationale | Votes | ||
| DIG | 43.25% |
|
28 | 17-Nov-08 | 30.11 | n/a | 0 | ||
| FXP | 72.51% |
|
101 | 18-Nov-08 | 78.88 | n/a | 0 | ||
| WFC | 28.27% |
|
18 | 17-Nov-08 | 28.00 | n/a | 0 | ||
| AIG | -46.77% |
|
21 | 14-Oct-08 | 2.53 | n/a | 0 | ||
| AUY | -47.47% |
|
21 | 17-Nov-08 | 4.06 | n/a | 0 | ||
| IIM | -4.54% |
|
2 | 13-Oct-08 | 9.76 | n/a | 0 | ||
| CGMFX | -45.26% |
|
3 | 28-Jul-08 | 50.01 | n/a | 0 | ||
| RIO | -62.76% |
|
10 | 14-Nov-08 | 11.97 | n/a | 0 | ||
| SLB | -2.08% |
|
5 | 13-Nov-08 | 46.70 | n/a | 0 | ||
| DAG | -5.40% |
|
1 | 15-Oct-08 | 9.63 | n/a | 0 | ||
| XME | -23.55% |
|
3 | 14-Nov-08 | 25.47 | n/a | 0 | ||
| IRL | -57.97% |
|
4 | 13-Nov-08 | 11.24 | n/a | 0 | ||
| MTE | -32.43% |
|
4 | 14-Oct-08 | 3.37 | n/a | 0 | ||
| FWLT | -17.07% |
|
1 | 17-Nov-08 | 20.39 | n/a | 0 | ||
| VGHCX | -35.75% |
|
1 | 28-Mar-08 | n/a | n/a | 0 | ||
| STV | -73.61% |
|
3 | 03-Oct-08 | 8.26 | n/a | 0 | ||
| EWS | -50.98% |
|
7 | 03-Oct-08 | 9.43 | n/a | 0 | ||
| ALU | 138.52% |
|
2 | 21-Aug-07 | 10.63 | n/a | 0 | ||
| RYVNX | 121.68% |
|
1 | 10-Dec-07 | n/a | n/a | 0 | ||
| CPEU | -98.20% |
|
2 | 17-Mar-08 | 1.12 | n/a | 0 | ||
| LSI | -67.80% |
|
1 | 24-Jul-07 | n/a | n/a | 0 | ||
