Last month was a period of ups and downs. The beginning of the month was spent mostly sliding down hill, while the end of month showed strong gains. I made several changes mid-month, which is unusual for me. I sold two poor performers and bought FWLT at what looked like a good entry point. So far these look like good decisions, but time will tell. The portfolio lost 0.4% this period which compares to our benchmark SPY which lost 0.8%.
Click here for the newsletter March 27th, 2011 Newsletter
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