Sunday, October 31, 2010

Investors & Friends:

There is no new investment activity to report since our last weekly update.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 29, 2010.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Sunday, October 24, 2010

Investors & Friends:

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

Option Strategies - Naked Puts

1) Infinera Corp (Nasdaq: INFN) - We sold Jan '11 $7.50 puts. On Tuesday Infinera was down almost 37% resulting from analyst downgrades and concern over whether its telecommunications customers can keep up their rate of spending. Volatility (CBOE Volatility Index) was up almost 12%.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 22, 2010.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Sunday, October 17, 2010

Investors & Friends:

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

Long Stocks
1) We sold iShares Barclays 20+ Year Treasury Bond Fund (NYSE: TLT) on 10/14 @ $103.00 for a 5.8% gain.

Return calculation = ($103.00 sale price - $97.38 cost basis) / $97.38 cost basis x 100% = 5.8%.

The date we opened the trade was 5/7/10.

Option Strategies - Covered Calls

2) ProShares UltraShort FTSE Xinhua China 25 (NYSE: FXP) - We sold Jan '12 $30.00 calls.

3) General Electric Company (NYSE: GE) - We sold Jan '12 $22.50 calls.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 15, 2010.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Sunday, October 10, 2010

Investors & Friends:

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

Option Strategies - Naked Puts

1) Home Depot Inc (NYSE: HD) - Our Jan '11 puts reached 80+% of their maximum value, so we closed them out.

The date we opened the trade was 1/22/10.

Long Stocks

2) We doubled down and bought more ProShares UltraShort Russell 2000 (NYSE: TWM) on 10/5 @ $16.82 and ProShares UltraShort FTSE Xinhua China 25 (NYSE: FXP) on 10/5 @ $30.10.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 8, 2010.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Sunday, October 3, 2010

Investors & Friends:

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

Option Strategies - Naked Puts

1) Qualcomm Inc (Nasdaq: QCOM) - We sold Jan '11 $20.00 puts.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 1, 2010.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio