Thursday, September 2, 2010

The Gerritz Letter - Corrected Performance Chart

Below is a corrected performance chart for the Sept 1st 2010 issue of The Gerritz Letter. I inadvertently posted the one month rate of return figures rather than the full quarter rates of return. I will update the chart in The Gerritz Letter posted on our website as soon as possible.

The corrected quarterly rates of return should read as follow:

DBLTX =  6.41%

PTTAX = 4.66%

PDVYX = 3.94%

MWHYX = 4.19%

SPY = -3.25% (Spy is our benchmark - We do not current have a position in SPY)


(Click on chart to enlarge it for easier viewing)



I will also send out an email notification and update of the chart correction.

I think you will agree that the quarterly performance of our Low Volatility portfolio is very good, especially when compared to the S&P 500 results.




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