Well the "1 year portfolio" gives reason for celebration. Its hit a higher low :). Currently the 1 year portfolio is down 4.5% since buying in during the month of July 2006. The 1 year portfolio is based on a backtested strategy going back pre-2000.  The backtest has beat the market every year. However, this year the portfolio is lagging and still down. I expect a good run into May from here on out. Often in the backtest there are years like this where the strategy doesn’t perform as well as the year before if the year before was a monster gainer. However, every year it beat the market. Last year did produce a massive gain. 159% to be exact.

The stocks that were plucked last year were WEDX, TRE, CASM, BLD, AUY, AOB, and AEN.

The year before that 70.75%. This year has sucked when comparing performance, but I have faith over the next few months this portfolio could rock.

RDNT is so far the best performer up over 60% followed by TMED which is making its move up 22%. I’ve already mentioned XPO on the verge of a new 52 week high. If that stock gains anywhere near 60% I’ll be in business. The COMPX is up about 17% since that first week of July 2006, so my portfolio has to beat the COMPX performance at the end of May. The Nasdaq is leading, but I think the little portfolio that could is about to make its move.

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