Investors & Friends:

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

Long Stocks

1) We sold our ProShares Ultra Russell 2000 (NYSE: UWM) on 5/23 @ $45.90 for a 9.8% loss.

Return calculation = ($45.90 sale price - $50.90 cost basis) / $50.90 cost basis x 100% = 9.8%.

The date we opened the trade was 4/5/11.

Option Strategies - Naked Puts

2) Rio Tinto PLC (NYSE: RIO) - Our Jan '12 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 3/16/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 27, 2011.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Option Strategies - Straddles

1) Cisco Systems Inc (Nasdaq: CSCO) - We sold our June $17.00 straddles on 5/11 @ $163.00 per contract for a 15.9% gain.

Return calculation = ($163.00 sale price - $137.00 cost basis) / $137.00 cost basis x 100% = 15.9%.

The date we opened the trade was 4/25/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 13, 2011.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Etcetera

Articles about Federal Debt Limit (Debt Ceiling). Click here.

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 May 6, 2011.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Option Strategies - Straddles

1) Cisco Systems Inc (Nasdaq: CSCO) - We bought June $17.00 straddles. A straddle is a long call and long put with the same expiration and same strike. Max loss is limited to the price paid to purchase the straddle, and max profit is unlimited. Historically options for Cisco have underestimated the magnitude of the swing in the stock price around quarterly earnings announcements.

Option Strategies - Covered Calls

2) ProShares UltraShort Russell 2000 (NYSE: TWM) - We closed out our Jan '12 $17.00 calls. The date we opened the trade was 2/18/11.

Option Strategies - Long Stocks

3) We bought iShares Barclays 20+ Year Treasury Bond Fund (NYSE: TLT) on 4/26 @ $93.30. We bought TLT to hedge, short-term, some of our exposure to TBT.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 1, 2011.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Etcetera

Investing is like running a marathon or climbing a steep mountain. All you focus on is taking one step after another. When you do this, it is easy to lose sight of the significant progress you are making. As we look forward it is important to look back, review our performance, acknowledge our achievements and identify areas requiring adjustment.
-- Investrio Fund Manager