As expected, the market absorbed and digested the news about unrest in Egypt and continued chugging ahead. The portfolio is consistently outpacing the overall market and things are looking good.
I am keeping an eye on Gold. Relative to the other holdings in the portfolio, GLD is underperforming a bit and would consider swapping gold out for a copper ETF like JJC or potentially an overall commodities ETF like GSG.
This week: If you own it, hold it. If you are looking for an entrance point, buy on the dips.
Be sure to check out the Cheat Sheet to see the current portfolio breakdown and asset allocation.
The score card at the end of the first week of February reads like this:
| | Jan 24, 2011 | today | % Change |
| My Portfolio | $99,994.75 | $102,594 | 2.60% |
| S and P 500 | 1282 | 1310 | 2.18% |
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