Matt Callow_

Nine Ways to Profit in 2009

You can find updates on my blog: themonthlystock.blogsp.... I just updated my results for these themes tonight. I'll post it here as well:


Just two months into the new year and we're cruising nicely with this year's Themes. Eight of our nine themes are up an average of 57%, with one theme down modestly:


Theme 1 (Short Banks): Up 100%
Theme 2 (Short Oil): Up 143%
Theme 3 (Short Tech): Up 13%
Theme 4 (Long Gold): Up 24%
Theme 5 (Short Real Estate): Up 37%
Theme 6 (Short China): Up 31%
Theme 7 (Short Euro Banks): Up 69%
Theme 8 (Short Consumers): Up 39%
Theme 9 (Short Toyota): Down 10%

Total portfolio return since January 1st, 2009: Up 49.54%