Multi Currency Investing

Multi currency portfolios recover.   Here is the growth of our five multi currency portfolios since last November.   Portfolio 2007 Dec 29 Jan 30 Feb 6  Feb 26 March 8 March 30 Swiss Samba 8.10% 10.18% 13.83% 20.49% 8.21% 14.83% Emerging Market 15.11% 14.83% 17.46% 19.61% 1.27% 15.70% Dollar Short 12.91% 9.71% 12.50% 18.17% 12.30% 19.97% Dollar Neutral 7.94% 12.63% 13.62% 20.28% 11.26% 16.59% Green  34.77% 50.08% 63.04% 86.22% 67.26% 85.33%   We can see a sudden recovery in part because markets have recovered and in part due to the US dollar’s fall.   Emerging [...]

Multi Currency portfolios in March we slammed.   Attached are the five updated 2007 multi currency portfolios and their performance since November 1, 2006.   Portfolio 2007  Dec 29 Jan 30 Feb 6 Feb 26 March 8 Swiss Samba 8.10% 10.18% 13.83%  20.49% 8.21% Dollar Neutral 7.94% 12.63%   13.62% 20.28% 11.26% Emerging Market  15.11% 14.83% 17.46% 19.61% 1.27% Dollar Short 12.91%  9.71% 12.50% 18.17% 12.30% Green  34.77% 50.08%  63.04% 86.22% 67.26%   The continual growth since these portfolios started finally came to a screeching halt. All the portfolios still look good [...]