Sample Growth & Income Portfolio:
(data as of April 27, 2011)

Portfolio Allocation

When fully invested, the S&F Growth & Income Portfolio maintains 40% of assets in growth-oriented ETF's, 30% in high yield bond funds, and 30% in stocks or ETF's covered by call options divided among three trading systems:

Relative Strength Funds:
Symbol Name Objective Allo Buy_Date Buy_Price Current_Price G_L
{Symbol} {Name} {Objective} {Allo} {Buy_Date} {Buy_Price} {Current_Price} {G_L}
Bond Funds
Symbol Name Objective Allo Buy Date Buy Price Price 4-11-11 %G/L
{Symbol} {Fund_Name} {Objective} {Allo} {Buy_Date} {Buy_Price} {Price___4_11_2011} {G_L}
Covered Call Spreads
Symbol Name Objective Allo Buy Date Buy Price Price 4-11-11 %G/L
{Symbol} {Fund_Name} {Objective} {Allo} {Buy_Date} {Buy_Price} {Price___4_11_2011} {G_L}

Portfolio Track Record

Growth & Income Portfolio

The Covered Call proportion of the portfolio is exceeding the benchmark, while the other components are trailing slightly behind (as of 4/21/11).

The editor of Systems & Forecasts, Marvin Appel, Ph.D., M.D. is President of Signalert Asset Management and author of 3 books on investing. Please read our disclaimer.