Investors & Friends:

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

Option Strategies - Naked Puts

1) JP Morgan Chase and Co (NYSE: JPM) - We sold Jan '14 $23.00 puts.

2) Blackstone Group LP (NYSE: BX) - We sold Jun '13 $13.00 puts.

Short Strategies

3) We sold short additional shares of the United States Natural Gas Fund LP (NYSE: UNG) on 12/24 @ $19.13.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending December 28, 2012.

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 - Collars

1) Oracle Corp (Nasdaq: ORCL) - We received Oracle's accelerated dividends on 12/21. Click here for more information on Oracle's accelerated dividends.

Option Strategies - Naked Puts

2) General Motors Co (NYSE: GM) - We sold Jan '14 $18.00 puts.

3) Berkshire Hathaway Inc (NYSE: BRK/B) - We sold Jan '14 $45.00 puts.

4) Exxon Mobil Corp (NYSE: XOM) - We sold Jan '14 $47.50 puts.

Short Strategies

5) We sold short shares of Herbalife Ltd (NYSE: HLF) on 12/20 @ $33.33.
Herbalife's multi-level-marketing (MLM) business model was accused of being a pyramid scheme. Click here for more information.

Long Stocks

6) We bought ProShares UltraShort 20+ Year Treasury (NYSE: TBT) on 12/19 @ $63.80.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending December 21, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 December 14, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 December 7, 2012.

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 - Naked Puts

1) Tiffany & Co (NYSE: TIF) - We sold Jan '14 $35.00 puts.

2) Yum! Brands Inc (NYSE: YUM) - We sold Jan '14 $35.00 puts.

Option Strategies - Collars

3) Oracle Corp (Nasdaq: ORCL) - We bought Oracle shares and collared them with Jan '13 $32 calls (sold) and Jan '13 $31 puts (bought). Companies have been announcing special one-time dividends before year-end, ahead of potential tax rate increases on dividends (resulting from the expiration of Bush-era tax cuts). Oracle has not announced one, but the thesis is that an owner who holds a significant amount of company shares, like Larry Ellison, is more likely to announce a special dividend to save on taxes. For example, Las Vegas Sands' owner Sheldon Adelson and Wynn Resorts' owner Steve Wynn stand to save multi-millions of dollars via their special dividends if the tax increase materializes.

The VIX is low. It broke under 15 intra-day on Friday. Given the macroeconomic headwinds and fiscal cliff shenanigans, the low VIX level is puzzling. Volatility could be muted, because traders are reluctant to stake out significant positions while politicians continue negotiating, and investors are reluctant to sell, anticipating that there will be more dividend announcements.

If a special dividend doesn't happen, we don't mind adding Oracle to our portfolio, especially with cheap put protection attached to it, protecting against a fiscal cliff-induced selloff.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending November 30, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Short Strategies

1) We closed out our short position in the SPDR S&P 500 ETF (NYSE: SPY) on 11/19 @ $137.90 for a 3.8% gain. We closed out our short position because the market was oversold, and sentiment was overly bearish.

Return calculation = ($143.37 open price - $137.90 close price) / $143.37 open price x 100% = 3.8%.

The date we opened the trade was 10/10/12.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending November 23, 2012.

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 - Naked Puts

1) Home Depot Inc (NYSE: HD) - Our Jan '14 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 5/17/12.

Option Strategies - Covered Calls

2) General Electric Co (NYSE: GE) - Our Jan '13 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 1/17/12.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending November 16, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Etcetera

1) Recently heard a news report that Chinese are increasingly brand conscious, more than Americans, and seeking "Made in USA" brands far more expensive than their Chinese-produced equivalents. Americans, on the other hand, have for years consumed more and more cheap goods exported from China. It's a stark contrast and role reversal. Incomes and living standards continue to rise in China while they stagnate or decline in the USA.

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 '14 $30.00 puts.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending November 9, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Etcetera

1) Now that the U.S. election is over, Europe and the U.S. fiscal cliff are returning to the foreground. Between now and year-end, the U.S. will have to raise the debt ceiling again. If the process goes as awful as last year, we can reasonably expect another market sell-off and credit rating downgrade. If Congress kicks the can down the road on the expiration of the Bush tax cuts or sequestration (automatic spending cuts and tax increases resulting from the failure of the super committee to reach an agreement), we can reasonably expect another credit rating downgrade. If Congress lets the Bush tax cuts expire and/or sequestration kick in, it is likely the U.S will head back into recession. These are two extremes. There are other compromise scenarios that can be reached, like letting the tax cuts expire for the rich but not the middle class. Changes to the tax code can be enacted. Changes to entitlements like Medicare, Medicaid, and Social Security can be enacted. The bulk of this will have to occur during a lame duck session of Congress. One thing I think we can count on from now to year-end is increased market volatility and uncertainty, so now is an optimal time to make a watch list of stocks and be prepared to pull the trigger when the market sells off and volatility spikes.

Here is a live stream of fiscal cliff happenings provided by the Wall Street Journal... Fiscal Cliff Live Stream

Investors & Friends:

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

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report will not be available this week due to a loss of power caused by Hurricane Sandy.

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 - Naked Puts

1) AT&T Inc (NYSE: T) - We sold Jan '14 $20.00 puts.

2) Verizon Communications Inc (NYSE: VZ) - We sold Jan '14 $25.00 puts.

Option Strategies - Covered Calls

3) Blackstone Group LP (NYSE: BX) - We sold Jan '14 $20.00 calls.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 26, 2012.

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 - Naked Puts

1) Joy global Inc (NYSE: JOY) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/2/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 19, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Short Strategies

1) We sold short shares of the SPDR S&P 500 ETF (NYSE: SPY) on 10/10 @ $143.37.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending October 12, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 5, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 September 28, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Long Stocks

1) Knight Capital Group Inc (NYSE: KCG) - We had to buy shares of Knight Capital as a result of our Sep '12 $2.50 calls being exercised. (Our Sep '12 $4.00 calls expired.)

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report will not be available this week due to staff vacations.

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 - Naked Puts

1) General Motors Co. (NYSE: GM) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/2/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending September 14, 2012.

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 - Covered Calls

1) iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX) - Our Jan '14 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 6/1/12.

Option Strategies - Naked Puts

2) J.P. Morgan Chase and Co. (NYSE: JPM) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 7/19/11.

Long Stocks

3) We bought iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX) @ $9.99.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending September 7, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 August 31, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 August 24, 2012.

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 - Naked Puts

1) Noble Corp (NYSE: NE) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 7/7/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending August 17, 2012.

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 - Covered Calls

1) ProShares UltraShort FTSE Xinhua China 25 (NYSE: FXP) - Our Dec '12 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 6/1/12.

Option Strategies - Option Spreads

2) Knight Capital Group Inc (NYSE: KCG) - We bought Sep '12 $2.50/$4.00 vertical call spreads.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending August 10, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 August 3, 2012.

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 - Covered Calls

1) Infinera Corp (Nasdaq: INFN) - Our Jan '13 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 1/24/12.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending July 27, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report will not be available this week due to staff vacations.

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 - Naked Puts

1) Medtronic Inc (NYSE: MDT) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 7/29/11.

2) Exxon Mobil Corp (NYSE: MDT) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/4/11.

The Investrio Stock Selector Fund Bull and Bear Market Indicators Report will not be available this week due to staff vacations.

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 - Naked Puts

1) United Parcel Service Inc (NYSE: UPS) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 7/29/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending July 6, 2012.

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 - Naked Puts

1) AT&T Inc (NYSE: T) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/4/11.

2) Berkshire Hathaway Inc (NYSE: BRK/B) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 7/27/11.

3) 4) iShares Russell 2000 Index Fund (NYSE: IWM) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 7/27/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending June 29, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 June 22, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 June 15, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 June 8, 2012.

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 - Covered Calls

1) We bought iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX) @ $22.50 and sold Jan '14 $30.00 calls.

2) ProShares UltraShort FTSE Xinhua China 25 (NYSE: FXP) - We sold Dec '12 $37.00 calls.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 18, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 25, 2012.

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 - Naked Puts

1) Du Pont (NYSE: DD) - We sold Jan '14 $25.00 puts.

2) Home Depot Inc (NYSE: HD) - We sold Jan '14 $23.00 puts.

Long Stocks

3) We speculated day 1 of the Facebook IPO (Nasdaq: FB), placing a limit order at the $38 IPO price, not thinking it would fill. To our surprise, it filled. We sold it at $41.50 later that day. In our view this is a dangerous stock. Notes: On Wednesday, short selling of shares will be permitted. Then in 90 and 180 days post IPO, the lock up period will expire for certain insiders and employees, which will unleash a torrent of selling.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 18, 2012.

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 - Naked Puts

1) BHP Billiton Ltd (NYSE: BHP) - We sold Jan '14 $37.50 puts.

2) Intel Corp (Nasdaq: INTC) - We sold Jan '14 $15.00 puts.

3) Cisco Systems Inc (Nasdaq: CSCO) - We sold Jan '14 $10.00 puts.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending May 11, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 4, 2012.

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 - Naked Puts

1) Johnson & Johnson (NYSE: JNJ) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/8/11.

2) Coca Cola Co (NYSE: KO) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/8/11.

Option Strategies - Covered Calls

3) Blackstone Group LP (NYSE: BX) - Our Jan '13 calls reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 1/7/12.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending April 27, 2012.

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 - Naked Puts

1) Proctor & Gamble Co (NYSE: PG) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/8/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending April 20, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 April 13, 2012.

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 - Naked Puts

1) Pfizer Inc (NYSE: PFE) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/4/11.

Short Strategies

2) We sold short additional shares of the United States Natural Gas Fund LP (NYSE: UNG) on 3/26 @ $17.38.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending March 30, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Short Strategies

1) We sold short shares of the iShares Barclays Aggregate Bond Fund (NYSE: AGG) on 3/22 @ $109.43.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending March 23, 2012.

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 - Naked Puts

1) Comcast Corp (Nasdaq: CMCSA) - Our Jul '12 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 11/22/11.

2) Intel Corp (Nasdaq: INTC) - Our Jul '12 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 11/22/11.

Long Stocks

1) We bought iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX) @ $22.79.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending March 16, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 March 9, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Short Strategies

1) We sold short additional shares of the United States Natural Gas Fund LP (NYSE: UNG) on 3/1 @ $19.55.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending March 2, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Etcetera

1) Because of more baby boomers retiring, "equity ownership levels may never recover." (Source: Kate Moore, Sr. Global Equity Strategist at Bank of America Merrill Lynch)

2) "All this intervention by the Federal Reserve to stimulate the economy may prolong the symptoms of the recession. The Fed is not content to let interest rates find their levels, they must repress them, and they are not content to let housing prices find their levels, they seek to intervene to prop them up. The result of all this intervention is not to cure what ails us, but prolongs the symptoms of what distresses us." (Source: James Grant, editor and publisher of Grant's Interest Rate Observer)

Investors & Friends:

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

Short Strategies

1) We sold short shares of the United States Natural Gas Fund LP (NYSE: UNG) on 2/24 @ $21.36. The price of natural gas continues to fall. Demand and supply are increasing but new supplies continue to outstrip demand. Demand will continue to pickup from natural gas vehicles, increased industrial use, and expanding exports. But demand doesn't ramp-up overnight, and supply is increasing at a faster rate. The rate of increase can slow if the government restricts drilling and gas companies pull back, limiting supply. The fund also suffers from the phenomenon of contango and a requirement to sell the current month futures contract and buy the next month futures contract.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending February 24, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 February 17, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 February 10, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Long Stocks

1) We bought iPath S&P 500 VIX Short-Term Futures ETN (NYSE: VXX) @ $24.24.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending February 3, 2012.

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 - Naked Puts

1) Blackstone Group LP (NYSE: BX) - Our Jan '13 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 8/18/11.

Option Strategies - Covered Calls

2) Infinera Corp (Nasdaq: INFN) - We sold Jan '13 $10.00 calls.

Long Stocks

3) We bought ProShares UltraShort Russell 2000 (NYSE: TWM) @ $33.11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 27, 2012.

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 - Covered Calls

1) Blackstone Group LP (NYSE: BX) - We sold Jan '13 $20.00 calls.

2) General Electric Co (NYSE: GE) - We sold Jan '13 $22.50 calls.

Option Strategies - Naked Puts

3) Infinera Corp (Nasdaq: INFN) - Our Jan '12 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 2/18/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 20, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 January 13, 2012.

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 - Covered Calls

1) ProShares UltraShort FTSE Xinhua China 25 (NYSE: FXP) - Our Jan '12 calls reached 80+% of their maximum value, so we closed them out.

The date we opened the trade was 10/11/10.

Option Strategies - Naked Puts

2) DuPont (NYSE: DD) - Our Apr '12 puts reached 80+% of their maximum value, so we closed them out. The date we opened the trade was 11/22/11.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending January 6, 2012.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio

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 December 30, 2011.

Click here for upcoming IPOs.

Lead Fund Manager
Investrio