Sunday, March 25, 2012

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

Sunday, March 18, 2012

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

Sunday, March 11, 2012

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

Sunday, March 4, 2012

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)