Turn my back for one second!

Well, well, well. I have been a bit indisposed recently and have not been watching the market with my usual obsessive, portfolio watching zeal. So I was shocked to see the recent gyrations (yes, I did type the word"gyration," (now twice)). The market was flapping around like a fish out of water. Lets see how I held up.

Since the end of october, the S&P index has lost 250 points, or about 16.1% of its value. My portfolio, on the other hand has dropped only 5.8%, excluding dividends and taxes, but including commisions. What is the reason? Basically, the Sam Adams buy, a la How to Make Money in Stocks, was a big winner. Also, the ultrashort QQQ ETF which rises when the S&P drops, bought after reading Hedgehogging, went up.

All the others went nowhere other than down to varying degrees. The biggest loser so far has been TBSI international limited, a la The Little Book That Makes You Rich. I guess the title is a bit of a misnomer.

Here's the rundown:

Symbol	Name	Type	Date	Shares	Price		Notes
WAG	Walgreen Company	Buy	Oct 30, 2007	10.00	39.45		Rule #1
SAM	The Boston Beer Company, Inc.	Buy	Nov 16, 2007	15.00	34.44		How to Make money in Stocks
ASR	Grupo Aeroportuario del Sureste...	Buy	Nov 26, 2007	10.00	54.89		Random Walk
WBC	WABCO Holdings Inc.	Buy	Dec 3, 2007	12.00	46.36		Buffettology
IOO	iShares S&P Global 100 Index...	Buy	Nov 5, 2007	6.00	82.92		Future of Investors
ICFI	ICF International, Inc.	Buy	Dec 10, 2007	20.00	26.00		Little Book that Beats the Market
WFR	MEMC Electronic Materials, Inc.	Buy	Jan 3, 2008	6.00	88.00		Invest Like a Shark
WFR	MEMC Electronic Materials, Inc.	Sell	Jan 7, 2008	6.00	80.20		Invest Like a Shark
STMP	Stamps.com Inc.	Buy	Jan 23, 2008	50.00	10.80		Dhandho Investor
QID	UltraShort QQQ ProShares (ETF)	Buy	Jan 31, 2008	10.00	51.30		Hedgehogging
TBSI	TBS International Limited	Buy	Feb 19, 2008	10.00	38.17		The Little Book that Makes You Rich