4/4 Portfolio Update

I apologize for the boring post this week.  There is not much to say other than the portfolio is very well positioned.  Overall, it is 'out performing' the S&P by over 500 basis points and is up over 9% for the first quarter of 2011...  A pretty good start by any standard.  Silver and the Commodities continue to run and the Emerging Markets are finding their groove again.  The Tech sector is underperforming and would consider exchanging it for an equal position in the Energy sector, but for now, I'll just leave it alone.  

Below are the Scorecard and Cheat Sheet as of Quarter #1.

Happy Investing!

QUARTER #1 - Portfolio Scorecard

	Jan 24, 2011	today	% Change
My Portfolio	$99,994.75	$108,419	9.03%
S and P 500	1282	1331	3.82%
FTSE 100	5943	6016	1.23%
Commodities Index (GSG)	33.99	38.15	12.24%
20 Year Treasury (TLT)	92.43	92.17	-0.28%

Quarter #1 - Portfolio Cheat Sheet

Holdings
US Stock	Type	Ticker	Weight	Shares	Purchase Price	Total Starting Value	Current Price	Total Current Value	% Gain (Loss)
Cons. Disc.	Vanguard ETF	VCR	9.68%	165	$60.50	$9,983	$63.60	$10,494	5.12%
Real Estate	Vanguard ETF	VNQ	9.70%	180	$55.50	$9,990	$58.42	$10,516	5.26%
Materials	Vanguard ETF	VAW	10.02%	123	$81.00	$9,963	$88.29	$10,860	9.00%
Technology	Vanguard ETF	VGT	9.27%	158	$63.25	$9,994	$63.61	$10,050	0.57%
Small Cap	Vanguard ETF	VB	20.45%	279	$72.25	$20,158	$79.45	$22,167	9.97%
Iternational Stock			30.00%
Emerging Markets	Vanguard ETF	VWO	29.48%	638	$47.00	$29,986	$50.09	$31,957	6.57%
Commodities			10.00%
Gold	IShares ETF	GLD	4.90%	38	$130.00	$4,940	$139.74	$5,310	7.49%
Silver	IShares ETF	SLV	6.52%	188	$26.50	$4,982	$37.58	$7,065	41.81%
						$99,995		$108,419	9.03%