Performance Review – Week of 30 March 2007
The quarter ended with a strong performance from each watch list, all of which are now revamped as of the closing price Friday March 30. Remember, the watch list tracking began at the end of January, so our quarter-end performance figures here reflect only two months.
The Small Cap Watch List (Track at Marketocracy) lost 87 basis points for the week, but this beat the 102 basis point loss for the S&P small cap as well as the 109 basis point loss for the Russell 2000. It ended the quarter up just over 2%, compared with a virtually flat S&P Small Cap and a slightly-down Russell.
The Mid Cap Watch List (Track at Marketocracy) lost 99 basis points for the week, faring slightly worse than the S&P midcap’s 84 basis points. For the quarter it was up 3.53% compared with just 1.12% for the S&P Midcap.
The Large Cap Watch List (Track at Marketocracy) lost only 18 basis points, much better than the 106-basis point loss for the S&P 500. This helped the watch list to end the quarter essentially flat, compared with a 1.6% loss from the S&P 500.
Both our personal holdings and the legacy watch list, which has seen no activity other than corporate actions since June 2006, bore slight losses for the week.
