Jay's Portfolio Performance

    

NAME 12/31/2007 1/31/2008 2/28/2008 3/31/2008 4/30/2008 5/31/2008 6/30/2008 7/31/2008 8/31/2008
STOCKS - YR-TO-DATE PERFORMANCE
Yamana Gold         101.75 122.38 131.27 98.17 85.87
BHP Billiton 100.00 96.47 104.48            
China Foods   94.20 86.96 71.01 89.86 79.71 69.57 68.12 59.42
EnCana Corp 100.00 97.20 112.14            
Fidelity Sel Defense   104.74 101.55            
Newmont Mining 100.00 111.10 104.79            
Perm Portfolio Fund 100.00                
Petrochina   97.25 100.36            
Seabridge Gold           106.77 103.38 93.33 71.76
San Juan Royalty Tr 100.00 110.28 115.56            
Silver Wheaton 100.00 90.69 102.06 91.51 78.20 85.44 86.33 76.37 67.88
China Petr & Chem   100.51 102.20            
Silver Standard Mining 100.00 95.24 101.62 83.03 70.38 81.25 78.43 77.44 68.82
Suncor 100.00 86.41 94.92 88.63 103.64 125.39 106.92 100.07 104.56
Tocqueville Gold Fd 100.00 106.45 116.36            
US Global Gold Fund           101.38 103.18 92.61 81.98
Vista Gold     107.10 86.59 72.98 64.69 71.99 71.01 65.29
Valero Energy           109.12 85.92 69.71 72.52
Airline Package             92.98 93.31 78.38
PHYSICALS - YR-TO-DATE PERFORMANCE
Physical Silver 100.00 114.42 134.12 116.52 113.74 114.22 118.35 119.84 92.01
Physical Gold 100.00 112.12 118.06 111.03 106.06 107.64 112.36 110.55 100.61
Silver ETF                 82.28
Natural Gas ETF 100.00 108.36 125.74            
Sugar 100.00 112.98 125.31 106.78          
Cotton 100.00 99.69 128.60 116.35          
Lumber     101.18 97.88          
Oil & Gas Production 100.00 102.70 103.47 109.44 118.02 138.45 145.63 176.61 190.44
CASH - YR-TO-DATE PERFORMANCE
US$ Cash 100.00 100.17 100.33 100.50 100.67 100.84 101.01 101.18 101.35
Renminbi ETF           100.10 100.78 101.01 99.92
Austr$ Tr ETF         101.43 102.30 103.22 101.32 92.38
Can$ Tr ETF           99.69 98.08 97.78 94.23
SwFr Tr ETF 100.00 104.83 108.90 114.22 109.30 109.33 110.88 108.16 102.83
Yen Tr ETF 100.00 104.81 107.28 111.88 107.09 106.83 103.80 103.15 102.29
Everbk RMB Deposit     100.00 101.75 102.11 102.78 104.10 104.51 104.32
OTHER - YR-TO-DATE PERFORMANCE
Stk ins-Puts & Calls             117.78 108.99 99.63

TOTAL PORTFOLIO PERFORMANCE
Month   +6.44% +8.39% -6.62% +.26% +5.78% +.78% +1.01% -7.11%
Year-to-Date   +6.44% +15.37% +7.73% +8.01% +14.25% +15.15% +16.34% +8.07%

 

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WORDS WE HOPE TO HEAR ONE DAY
"Well done, good and faithful servant; you were faithful over a few things,
I will make you ruler over many things.  Enter into the joy of your lord" (Mt. 25:21 NKJV)
 WORDS ABOUT INVESTING
If you have not been faithful in the unrighteous mammon,  who will commit to your trust to true riches?" (Lk. 16:11 NKJV)

WORDS OF WARNING
The Apostle Paul wrote, "Now godliness with contentment is great gain. We brought nothing into the world and it is certain that neither can we take anything out. So having food and clothing we will be content with that. But those who want to get rich fall into temptation and a snare and into many foolish and harmful desires, that plunge people into ruin and loss; because the love of money is a root of all kinds of evil; in their greediness some have been led away from the faith and have impaled themselves on many distresses." (1 Tim. 6:6-10 NKJV)
 TERMS OF USE
This information is public domain.  Jesus said, "Freely you have received, so freely give." (Matthew 10:8b)

DISCLAIMER
The information in these letters is the responsibility of Mr. E. Jay O'Keefe, but all your decisions are your own responsibility.
This web page was last updated on 11 January 2009 .