Fat Pitch Financials Portfolio September 2007 Performance

The Fat Pitch Financials Portfolio was up 2.59% for the month of September.  This wasn’t bad but it lagged the 4.79% return for the S&P 500 according to the Fat Pitch Financials Portfolio Marketocracy stats.

For the last 12 months, the Fat Pitch Financials Port was up 8.63%, and since inception the portfolio has returned 25.40%.  This comes out to a 7.78% annualized rate of return.  This performance lags the roughly 13% annualized rate of return of the S&P 500 over the same period of time.  So far, I would give the Fat Pitch Financials Port a D for performance.  Thankfully, the Special Situations Real Money Port is scoring a solid A lately.

Here are my returns by position as of October 2, 2007:

I still have $30,037.25 in cash to invest in new positions.  Do you have any great ideas?