Fat Pitch Financials Portfolio September 2007 Performance

October 2, 2007October 3, 2007 George 0 Comments BR, LENS, MRK, MSFT, MWRK, PFE, UL, USB, USG, WU

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:


	Symbol	Days Held	Last Trade	Total Buys	Gains	Value	Current Return


UL	1106	5/25/2006	$167,688.40	$158,473.92	$284,670.00	94.51%
MRK	1093	10/4/2004	$171,446.00	$105,654.00	$258,100.00	61.63%
MSFT	722	5/1/2006	$200,571.32	$45,864.28	$244,134.00	22.87%
PFE	299	12/7/2006	$50,049.00	$80.40	$50,129.40	0.16%
USB	111	6/13/2007	$100,082.60	-$1,445.60	$98,637.00	-1.44%
BR	175	4/10/2007	$50,180.00	-$988.00	$49,192.00	-1.97%
WU	330	11/6/2006	$50,058.03	-$1,922.23	$48,112.90	-3.84%
USG	413	8/15/2006	$50,276.16	-$7,238.16	$43,038.00	-14.4%
MWRK	68	8/6/2007	$148,705.34	-$26,382.04	$122,323.30	-17.74%
LENS	49	8/14/2007	$46,243.51	-$9,337.91	$36,905.60	-20.19%

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

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