Small Cap Momentum
Benchmark: S&P 500 Index
 Model Start Date: 5/22/2008
Acct Type: Cash Target Positions: 10
Mny Mkt 2.66 % Turnover (%): 75.00 %    
Subscription Pricing: $24.99 per month (all research, position weightings and custom position size)
Description: The stocks in this portfolio are all relatively small and fairly volatile. Many of the picks for this portfolio are chosen because of heavy insider purchasing on the open market. Other factors include, but are not limited to, favorable industry events, valuations, and/or growth projections for the company. This portfolio is actively managed and will see considerable turn-over as momentum changes.
 

 Model Performance as of 11/20/2008  S&P 500 as of 11/18/2008
1 Month: -33.60 %      Total Return: -54.16 %   1 Month: -9.79 %  Total Return:   -37.66 %
3 Month: -58.08 %      Annualized: --   3 Month: -32.33 %   Annualized --
6 Month: -54.16 %          6 Month: -37.48 %    
12 Month: --      Year To Date: --   12 Month: --  Year To Date:  --

Current Positions
Ticker Name Date Added Cost Current Gain/Loss Research
FMD First Marblehead Corporation (The) 5/22/2008 $3.60 $0.60 -83.33 % Open
HDNG Hardinge, Inc. 5/22/2008 * $12.97 $4.55 -64.91 % Open
HOGS Zhongpin, Inc. 6/20/2008 * $12.07 $6.96 -42.35 % Open
PRTS PartsBase, Inc. 5/22/2008 $3.35 $1.20 -64.18 % Open
TRN Trinity Industries Inc. 5/22/2008 $38.27 $10.14 -73.50 % Open
VDSI VASCO Data Security International, Inc. 5/22/2008 $11.31 $8.40 -25.73 % Open
ZOLT Zoltek Companies, Inc. 8/18/2008 $16.55 $5.10 -69.18 % Open
CASH Open
 
Pricing Policy


Closed Positions
Ticker Name Date On Date Off Open Close Gain/Loss
PMTI Palomar Medical Technologies, Inc. 5/22/2008 8/12/2008 $11.48 $14.31 24.65 %
SOV Sovereign Bancorp, Inc. 5/22/2008 6/25/2008 $8.47 $8.58 1.30 %
HOV Hovnanian Enterprises, Inc. 5/22/2008 6/25/2008 $8.11 $6.34 -21.82 %
MCO Moody's Corporation 5/22/2008 6/17/2008 $34.46 $39.13 13.55 %
SPF Standard Pacific Corp. 5/22/2008 6/17/2008 $2.32 $3.13 34.91 %
 

*Average price of multiple trades