Performance Review – Week of 21 April 2007
Our Watch Lists continue to fare well, although a certain regional bank weighed heavily on the Small Cap Watch List (Track at Marketocracy) this week. As a result, that watch list lost 38 basis points while the Russell 2000 and S&P Small Cap averaged 1.23% gains. Still, the Small Cap Watch List (Track at Marketocracy) maintains its overall lead since inception on January 31.
The Mid Cap Watch List (Track at Marketocracy) gained 2.78%, compared with 1.39% for the S&P Midcap.
The Large Cap Watch List (Track at Marketocracy), at 2.11%, was just a hair behind the S&P 500’s performance for the week.
Finally, our legacy watch list (unchanged other than corporate actions) from June 2006 gained 1.67% and our heavily hedged personal portfolio eked out a 33 basis point gain.
Overall, quite satisfying.
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