Portfolio Performance for September 2009

Wow, I'm really bad at this blog thing. Seems like everyone else out in the blogosphere can sling out posts faster than Roscoe P. Coltrane. While I just get deeper and deeper into coding. Maybe one of these days I'll feel I've coded enough to take a break and share some of what I've been doing. Until then, let's get to September's performance review...







As you can see, September was a good month for the portfolio. Finally, beating the market with a 6.1% return versus the market's 3.6% return. But, one month doesn't a year make. So, need a few more of these to aid with the nasty drawdown for 2009.

MT

Russell 3000 Daily Stats (11/09/09)

Key Figures	Russell 3000	IWV
Total Active Components	2968	1
Total New Listings this period	0	0
Total Inactive this period	1	0
# All-time Closing Highs	30 (1.01%)	0 (0.00%)
# All-time Closing Lows	8 (0.27%)	0 (0.00%)
# Higher Closes	2492 (83.96%)	1 (100.00%)
# Lower Closes	429 (14.45%)	0 (0.00%)
Total Gains/Losses	$1469.56 (2.10%)	$1.37 (2.20%)
Average True Range	(4.11%)	(2.26%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Weekly Stats (11/02/09-11/06/09)

Key Figures	Russell 3000	IWV
Total Active Components	2972	1
Total New Listings this period	0	0
Total Inactive this period	2	0
# All-time Closing Highs	49 (0.33%)	0 (0.00%)
# All-time Closing Lows	51 (0.34%)	0 (0.00%)
# Higher Closes	8450 (56.90%)	5 (100.00%)
# Lower Closes	6128 (41.27%)	0 (0.00%)
Total Gains/Losses	$2172.38 (0.63%)	$2.00 (0.65%)
Average True Range	(4.87%)	(1.71%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (11/06/09)

Key Figures	Russell 3000	IWV
Total Active Components	2969	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	17 (0.57%)	0 (0.00%)
# All-time Closing Lows	10 (0.34%)	0 (0.00%)
# Higher Closes	1272 (42.84%)	1 (100.00%)
# Lower Closes	1622 (54.63%)	0 (0.00%)
Total Gains/Losses	$-95.32 (-0.14%)	$0.09 (0.14%)
Average True Range	(4.14%)	(1.32%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (11/05/09)

Key Figures	Russell 3000	IWV
Total Active Components	2969	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	16 (0.54%)	0 (0.00%)
# All-time Closing Lows	7 (0.24%)	0 (0.00%)
# Higher Closes	2722 (91.68%)	1 (100.00%)
# Lower Closes	226 (7.61%)	0 (0.00%)
Total Gains/Losses	$1821.64 (2.67%)	$1.27 (2.08%)
Average True Range	(5.11%)	(2.10%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (11/04/09)

Key Figures	Russell 3000	IWV
Total Active Components	2969	1
Total New Listings this period	0	0
Total Inactive this period	2	0
# All-time Closing Highs	6 (0.20%)	0 (0.00%)
# All-time Closing Lows	10 (0.34%)	0 (0.00%)
# Higher Closes	923 (31.09%)	1 (100.00%)
# Lower Closes	2008 (67.63%)	0 (0.00%)
Total Gains/Losses	$-499.40 (-0.73%)	$0.05 (0.08%)
Average True Range	(4.92%)	(1.57%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (11/03/09)

Key Figures	Russell 3000	IWV
Total Active Components	2971	1
Total New Listings this period	0	0
Total Inactive this period	1	0
# All-time Closing Highs	6 (0.20%)	0 (0.00%)
# All-time Closing Lows	11 (0.37%)	0 (0.00%)
# Higher Closes	2015 (67.82%)	1 (100.00%)
# Lower Closes	894 (30.09%)	0 (0.00%)
Total Gains/Losses	$682.23 (1.00%)	$0.23 (0.38%)
Average True Range	(4.85%)	(1.23%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (11/02/09)

Key Figures	Russell 3000	IWV
Total Active Components	2972	1
Total New Listings this period	0	0
Total Inactive this period	2	0
# All-time Closing Highs	4 (0.13%)	0 (0.00%)
# All-time Closing Lows	13 (0.44%)	0 (0.00%)
# Higher Closes	1518 (51.08%)	1 (100.00%)
# Lower Closes	1378 (46.37%)	0 (0.00%)
Total Gains/Losses	$263.31 (0.39%)	$0.36 (0.60%)
Average True Range	(5.35%)	(2.30%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Weekly Stats (10/26/09-10/30/09)

Key Figures	Russell 3000	IWV
Total Active Components	2976	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	15 (0.10%)	0 (0.00%)
# All-time Closing Lows	52 (0.35%)	0 (0.00%)
# Higher Closes	4631 (31.13%)	1 (20.00%)
# Lower Closes	10024 (67.37%)	4 (80.00%)
Total Gains/Losses	$-4034.07 (-1.14%)	$-2.81 (-0.90%)
Average True Range	(5.12%)	(2.29%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/30/09)

Key Figures	Russell 3000	IWV
Total Active Components	2974	1
Total New Listings this period	0	0
Total Inactive this period	2	0
# All-time Closing Highs	1 (0.03%)	0 (0.00%)
# All-time Closing Lows	12 (0.40%)	0 (0.00%)
# Higher Closes	259 (8.71%)	0 (0.00%)
# Lower Closes	2696 (90.65%)	1 (100.00%)
Total Gains/Losses	$-1910.03 (-2.73%)	$-1.74 (-2.80%)
Average True Range	(5.59%)	(3.01%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/29/09)

Key Figures	Russell 3000	IWV
Total Active Components	2976	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	3 (0.10%)	0 (0.00%)
# All-time Closing Lows	3 (0.10%)	0 (0.00%)
# Higher Closes	2460 (82.66%)	1 (100.00%)
# Lower Closes	468 (15.73%)	0 (0.00%)
Total Gains/Losses	$1472.84 (2.15%)	$1.37 (2.26%)
Average True Range	(5.17%)	(2.42%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/28/09)

Key Figures	Russell 3000	IWV
Total Active Components	2976	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	1 (0.03%)	0 (0.00%)
# All-time Closing Lows	13 (0.44%)	0 (0.00%)
# Higher Closes	266 (8.94%)	0 (0.00%)
# Lower Closes	2676 (89.92%)	1 (100.00%)
Total Gains/Losses	$-2063.25 (-2.92%)	$-1.43 (-2.30%)
Average True Range	(5.45%)	(2.32%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/27/09)

Key Figures	Russell 3000	IWV
Total Active Components	2976	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	2 (0.07%)	0 (0.00%)
# All-time Closing Lows	12 (0.40%)	0 (0.00%)
# Higher Closes	968 (32.53%)	0 (0.00%)
# Lower Closes	1940 (65.19%)	1 (100.00%)
Total Gains/Losses	$-682.65 (-0.96%)	$-0.28 (-0.45%)
Average True Range	(4.41%)	(1.17%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/26/09)

Key Figures	Russell 3000	IWV
Total Active Components	2976	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	8 (0.27%)	0 (0.00%)
# All-time Closing Lows	12 (0.40%)	0 (0.00%)
# Higher Closes	678 (22.78%)	0 (0.00%)
# Lower Closes	2244 (75.40%)	1 (100.00%)
Total Gains/Losses	$-851.42 (-1.18%)	$-0.73 (-1.16%)
Average True Range	(5.01%)	(2.53%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Weekly Stats (10/19/09-10/23/09)

Key Figures	Russell 3000	IWV
Total Active Components	2978	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	98 (0.66%)	0 (0.00%)
# All-time Closing Lows	33 (0.22%)	0 (0.00%)
# Higher Closes	6028 (40.49%)	2 (40.00%)
# Lower Closes	8613 (57.85%)	3 (60.00%)
Total Gains/Losses	$-1031.21 (-0.28%)	$-0.65 (-0.20%)
Average True Range	(4.24%)	(1.74%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/23/09)

Key Figures	Russell 3000	IWV
Total Active Components	2976	1
Total New Listings this period	0	0
Total Inactive this period	2	0
# All-time Closing Highs	9 (0.30%)	0 (0.00%)
# All-time Closing Lows	9 (0.30%)	0 (0.00%)
# Higher Closes	348 (11.69%)	0 (0.00%)
# Lower Closes	2598 (87.30%)	1 (100.00%)
Total Gains/Losses	$-1132.16 (-1.54%)	$-0.80 (-1.25%)
Average True Range	(4.57%)	(1.97%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/22/09)

Key Figures	Russell 3000	IWV
Total Active Components	2978	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	21 (0.71%)	0 (0.00%)
# All-time Closing Lows	3 (0.10%)	0 (0.00%)
# Higher Closes	2227 (74.78%)	1 (100.00%)
# Lower Closes	702 (23.57%)	0 (0.00%)
Total Gains/Losses	$895.11 (1.24%)	$0.69 (1.09%)
Average True Range	(4.53%)	(2.07%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/21/09)

Key Figures	Russell 3000	IWV
Total Active Components	2978	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	13 (0.44%)	0 (0.00%)
# All-time Closing Lows	7 (0.24%)	0 (0.00%)
# Higher Closes	693 (23.27%)	0 (0.00%)
# Lower Closes	2222 (74.61%)	1 (100.00%)
Total Gains/Losses	$-789.26 (-1.08%)	$-0.64 (-1.00%)
Average True Range	(4.72%)	(2.05%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/20/09)

Key Figures	Russell 3000	IWV
Total Active Components	2978	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	16 (0.54%)	0 (0.00%)
# All-time Closing Lows	8 (0.27%)	0 (0.00%)
# Higher Closes	538 (18.07%)	0 (0.00%)
# Lower Closes	2401 (80.62%)	1 (100.00%)
Total Gains/Losses	$-764.73 (-1.03%)	$-0.40 (-0.62%)
Average True Range	(3.83%)	(1.31%)

* Results are cumulative for the period.

Price verification found 0 errors

Russell 3000 Daily Stats (10/19/09)

Key Figures	Russell 3000	IWV
Total Active Components	2978	1
Total New Listings this period	0	0
Total Inactive this period	0	0
# All-time Closing Highs	39 (1.31%)	0 (0.00%)
# All-time Closing Lows	6 (0.20%)	0 (0.00%)
# Higher Closes	2222 (74.61%)	1 (100.00%)
# Lower Closes	690 (23.17%)	0 (0.00%)
Total Gains/Losses	$759.80 (1.04%)	$0.50 (0.78%)
Average True Range	(3.55%)	(1.30%)

* Results are cumulative for the period.

Price verification found 0 errors