A.I.M. Users Bulletin Board

[Codypup]

July '06 Results

Statistics

 
 Period   CIEW    Dow    S&P     NASDAQ 
 Jul-06   +0.06% +0.32%  +0.51%  -3.71%  
 YTD-06   +4.04% +4.37%  +2.27%  -5.16%  
 12-mo   +11.31% +5.12%  +3.44%  -4.27%   
 Life    +71.05% +30.05% +36.80% +38.50% (since May 23, 2003)

Stock value: 20.02%
Cash value: 79.98%

Transactions
A Buy on JAKK

Commentary
Another quiet month at the equity warehouse. At the beginning of 2006 I started raising the cash level as the IW was rising to high risk, by taking all LD directed sells as they came, and selling out of a few other issues that I no longer was happy with. I went from 10 holdings down to the 2 that I currently have. I have lots of dry powder but haven't been in a hurry to use it, which so far has turned out OK. At some point I will start adding positions again (do I keep saying that every month?!).

Best regards,

Jeff C