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6 August 2010

     Here are the results for the Retirement Savings Plan for this year.  Despite the fact that we have been in a bull market for the entire year, we have rivaled the QQQQ with our Long/Cash plan, have obtained decent results with our Long/Short plan, but are in negative territory with our Short/Cash plan.  Note that our Short/Cash plan still outperforms an investor who decided to go short for the entire year.

     All of our plans will not always yield positive returns on all time frames, nor will we always beat the market. Additionally, each plan works better in different market conditions.  However, remember that in the long run, all of our plans will outperform a Buy and Hold strategy and that any setbacks are temporary.  Furthermore, note that the following results come after a year in which we rode one of the worst bear markets in history to make 57.7% on our Long/Short Plan. Please review our Historical Performance or Timer Trac to verify these claims.
TABLE 1. QQQQ Annual Performance in 2010 Using No Margin
LONG or CASH
LONG or SHORT
DATE
Action
QQQQ
Days In
Gain On 
YTD 
Gain On 
YTD 
Taken
Price
Each Trade
Each Trade
Total
Each Trade
Total
31-Dec-09
LONG
45.75
1-Feb-10
MMF/SHORT
43.26
32
-5.4%
-5.4%
-5.4%
-5.4%
18-Feb-10
LONG
44.85
17
0.0%
-5.4%
-3.7%
-8.9%
6-May-10
MMF/SHORT
46.57
77
3.8%
-1.8%
3.8%
-5.4%
15-Jul-10
 LONG 45.60 70
0.2%
-1.6%
2.1%
-3.5%
6-Aug-10
CURRENT 46.76 22
2.5%
0.9%
2.5%
-1.0%
   
Buy and Hold Comparison - LONG the QQQQ at 45.75  on 12/31/2009
2.2%
  
   
TABLE 2. QQQQ Annual Performance in 2010 Using Full Margin
LONG or CASH
LONG or SHORT
DATE
Action
QQQQ
Days In
Gain On 
YTD 
Gain On 
YTD 
Taken
Price
Each Trade
Each Trade
Total
Each Trade
Total
31-Dec-09
LONG
45.75
1-Feb-10
MMF/SHORT
43.26
32
-10.9%
-10.9%
-10.9%
-10.9%
18-Feb-10
LONG
44.85
17
0.0%
-10.8%
-7.4%
-17.4%
6-May-10
MMF/SHORT
46.57
77
7.7%
-4.0%
7.7%
-11.1%
15-Jul-10
 LONG 45.60 70
0.2%
-3.8%
4.2%
-7.4%
6-Aug-10
CURRENT 46.76 22
5.1%
1.1%
5.1%
-2.7%
   
Buy and Hold Comparison - LONG the QQQQ at   45.75  on 12/31/2009
4.4%
  
   
TABLE 3. QQQQ Annual Performance in 2010 Using No Margin
Money Market Rate - Assumed
SHORT or CASH
LONG or SHORT
DATE
Action
QQQQ
Days In
Gain On 
YTD 
Gain On 
YTD 
Taken
Price
Each Trade
Each Trade
Total
Each Trade
Total
31-Dec-09
MMF/LONG
45.75
1-Feb-10
SHORT
43.26
32
0.1%
0.1%
-5.4%
-5.4%
18-Feb-10
MMF/LONG
44.85
17
-3.7%
-3.6%
-3.7%
-8.9%
6-May-10
SHORT
46.57
77
0.2%
-3.4%
3.8%
-5.4%
15-Jul-10
 MMF/LONG 45.60 70
2.1%
-1.2%
2.1%
-3.5%
6-Aug-10
CURRENT 46.76 22
0.1%
-1.2%
2.5%
-1.0%
   
Short and Hold Comparison - SHORT the QQQQ at   45.75 on 12/31/2009
-2.2%
  
   
   
TABLE 4. QQQQ Annual Performance in 2010 Using Full Margin
Money Market Rate - Assumed
SHORT or CASH
LONG or SHORT
DATE
Action
QQQQ
Days In
Gain On 
YTD 
Gain On 
YTD 
Taken
Price
Each Trade
Each Trade
Total
Each Trade
Total
31-Dec-09
MMF/LONG
45.75
1-Feb-10
SHORT
43.26
32
0.1%
0.1%
-10.9%
-10.9%
18-Feb-10
MMF/LONG
44.85
17
-7.4%
-7.3%
-7.4%
-17.4%
6-May-10
SHORT
46.57
77
0.2%
-7.1%
7.7%
-11.1%
15-Jul-10
 MMF/LONG 45.60 70
4.3%
-2.9%
4.2%
-7.4%
6-Aug-10
CURRENT 46.76 22
0.1%
-2.8%
5.1%
-2.7%
               
Short and Hold Comparison - SHORT the QQQQ at   45.75 on 12/31/2009
-4.4%
  

 

You can also check out our performance on Timer Trac. Our numbers differ slightly from theirs because of the reasons listed on the Retirement Savings Plan page, but our performance is still far above the market for the past two years and is among the best of the plans which they track.