Interim Score Card

I am pleased as punch!!!!!

YTD Annualized based on YTD
DIA 6% 31%
SPY 5% 28%
QQQQ 2% 12%
MDY 6% 33%
VB 10% 57%

Rydex 12% 75% based on gain/(final value -gain)
17% 117% based on gain/(initial value + one half additions)

Gain = final value - (initial value + additions)

To get these gains, 122 mutual fund exchanges were completed YTD. At TDWaterhouse there is no charge for exchanges. I have no idea of what other brokers do in this regard.

This strategy removes single stock risk. It provides the ability to make money in up and down markets. My gain last year for the Rydex equity strategy was 52%. This is the third year I have been trading these funds with 200% leverage to the DJIA, SPY, and QQQQ.


Best of luck to you!

As always do your own due diligence and make your own decisions. No one knows for certain what tomorrow will bring. Only you can be responsible for your own decisions. I may hold bullish and/or bearish positions without warning and these may change without warning. This is only a part of my investment portfolio. This information is to help me understand my evolving decision process and for education or entertainment of others as desired.