2010-01-30

January Performance

Index

Jan %

YTD %

S&P 500 TR

-3.60

-3.60

MSCI EAFE

-4.44

-4.44

上海 Shanghai

-8.78

-8.78

Fund



Entertain. Trends

-1.08

-1.08

Green Dragon

1.05

1.05

Best of Funds

2.16

2.16

Pharma & Dogs

1.07

1.07

China Fund

-0.29

-0.29

Software Security

-1.90

-1.90

Yield to Me

-0.16

-0.16

Catch a Falling Knife

8.36

8.36



It's been awhile since I hit some outperformance. Large cash and bond positions, plus long U.S. dollar, short euro, and inverse ETFs helped deliver a good month. Greece and China dominated the news in the second half of January and they may be the key to what the market does in February.

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