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| October 2006 | 2006 YTD | Last 12 months | Annualized rate, life of portfolio |
|
| Ted Portfolio | 4.2% | 13.6% | 15.6% | 14.6% |
| S&P 500 | 3.3% | 12.1% | 16.3% | 12.8% |
| Mortgage (cost of capital) |
0.4% | 4.4% | 5.3% |
Beat the S&P for the third month in a row.
New investments: Select-Comfort (SCSS) @ $20.70.
Sold: ATHR @ $20.50; Wal-Mart $45 call (WWTAI) @ $7.00
Quick flip: out and in of OSTK in response to a one-day move for a short-term profit
I need to have more faith in my choices. I sold my Wal-Mart call at a 17% profit in response to a stop-loss, but it popped up to $9 and is $7.80 now. The MO call I sold for a small profit went up another 30%: I really should have waited for the stay order I predicted to be issued. Between the two mistakes, I missed out on another 2% gain.