Updates

I will not be able to update this regularly going forward. Too many projects, too little time. Future posts will be general commentaries.

Portfolio Update

IWP & EWC should have been sold at the beginning of the week.

Portfolio Update, 6/15/08

1. Buy IWP.

2. Sell EWO and buy EWC.

Portfolio Update, 6/8/08

No changes.

Portfolio Update, 6/1/08

No changes.

Portfolio Update, 5/26/08

Sell IWP. Maintain positions in EWO & IYM.

Portfolio Update, 5/18/08

On Monday's open:

1. Sell IWN
2. Use the proceeds to buy IWP (iShares Russell Midcap Growth).

The switch from small cap value to midcap growth is consistent with the beginning phases of a bull market. Growth will outperform at these times, and other indicators are largely bullish in keeping with the scenario that any recession will be shallow.

Last week's largest gainer was EWO, which delivered almost 6.7%. These strategies do well in rising markets but please remember to take profits and move to cash as the rules dictate.

Continue holding IYM.