I am somewhat disappointed in the performance of the Short-Trading Portfolio in the most recently ended week. The portfolio lost 50 basis points in value versus a 25 basis point loss on the market. The loss in the latest week came from better price performance in shares of AAPL, USPH, and ESRX.
The latest performance week leaves the portfolio down 20 basis points on the year. This compares to the 9.2% gain in the S&P 500 over the same time frame. Since inception, the portfolio has gained 2.8% but is down about 500 percentage points relative to the market.
The latest performance week leaves the portfolio down 20 basis points on the year. This compares to the 9.2% gain in the S&P 500 over the same time frame. Since inception, the portfolio has gained 2.8% but is down about 500 percentage points relative to the market.
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