Sunday, September 20, 2009

Investors & Friends:

Here's a summary of our investment actions from the past week.

Option Strategies - Covered Calls

1) Our shares of American Axle & Manufacturing Hldngs Inc (NYSE: AXL) were called away on 9/11. Our position gained 157.7%.

Return calculation = ($2.50 strike price - $0.97 cost basis) / $0.97 cost = 157.7%

Long Stocks

2) We sold Google Inc (Nasdaq: GOOG) on 9/16 @ $484.38 for a 22.6% gain.

Return calculation = ($484.38 sale price - $394.95 buy price) / $394.95 buy price = 22.6%

3) We sold New Oriental Education & Technology Group Inc (NYSE: EDU) on 9/16 @ $75.37 for a -5.2% loss.

Return calculation = ($75.37 sale price - $79.50 buy price) / $79.50 buy price = -5.2%

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending 9-18 is attached.

Lead Fund Manager
Investrio

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