Monday, November 19, 2007

MOS and PCR Slow Down Portfolio A1

The run in Mosaic (MOS) certainly was not going to continue indefinitely, but last week’s correction was rather dramatic, as the MOS chart shows. Compounding an already difficult week, Perini (PCR), whose addition to the portfolio caused me to raise an eyebrow at last week, did nothing to assuage my concerns, losing 7.5% in the first week.

The result is that Portfolio A1 now sits with a gain of 5.7% since the February 16, 2007 inception, still comfortably ahead of the 0.2% gain in the benchmark S&P 500 index. As is evident from the bottom two graphics, this enhanced performance has come with considerably more risk than the SPX in the form of a much higher variability of returns. The next iteration of this portfolio (to be launched at the beginning of 2008), will aim to minimize risk somewhat more than the current portfolio, while continuing to seek out stocks like Mosaic that can supercharge returns. The ride will no doubt be just as interesting – and hopefully more profitable and instructive.

There are no changes to the portfolio this week.

A snapshot of the portfolio is as follows:

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