Performance Year To Date – Three Best purchases, Two Ugly Mistakes and One Missed Boat (& a Sexy Short!)

Performance in Quarter 1

Last four months have been one heck of a roller coaster ride. One account lost 12% where as the other account made 15%. But overall the returns have been in the vicinity of 30% YTD.

The major boost that the portfolio got was from the turn around of STX and WDC, the largest holding.

Please see below –

BEST PURCHASES OF THE YEAR –

AAPL

SCSS

ALXN

WORST SALES

URI

FFIV

MISSED BOAT

SWI

SEXY SHORT –

GMCR

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