Investors & Friends:

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

Option Strategies - Covered Calls

1) EMC Corp (NYSE: EMC) - We sold Mar '13 $23.00 calls.

Short Strategies

2) We closed out our short position in Herbalife Ltd (NYSE: HLF) on 2/19 @ $38.14 for a 0% gain (or break-even). We closed out our short position because the short thesis that HLF is a pyramid scheme masquerading as a legitimate multi-level-marketing company became more murky with Carl Icahn, Dan Loeb, and others going long HLF and attempting to take the company private a possibility.

Return calculation = ($38.14 open price - $38.14 close price) / $38.14 open price x 100% = 0%.

The date we opened the trade was 12/20/12.

Click here for the Investrio Stock Selector Fund Bull and Bear Market Indicators Report for the week ending February 22, 2013.

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) Coach Inc (NYSE: COH) - We sold Mar '13 $49.00 calls.

Short Strategies

2) We sold short additional shares of Herbalife Ltd (NYSE: HLF) on 2/15 @ $42.95.

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 upcoming IPOs.

Lead Fund Manager
Investrio

Investors & Friends:

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

Option Strategies - Partial Collars

1) EMC Corp (NYSE: EMC) - We bought EMC shares and protected them with Feb '13 $25 puts. We can sell calls, to complete the collar, at any time before expiration.

The reward-to-risk profile of the investment analysis is as follows.

Bought shares @ -$24.11
Bought $25 puts @ -$1.02
Total debit @ -$25.13

Maximum reward = Unlimited share price appreciation above $25.13
Maximum loss (risk) = $25 -$25.13 = -$0.13

Click here for upcoming IPOs.

Lead Fund Manager
Investrio