Moving Out

For the latest information regarding the RME Portfolio, please visit http://sites.google.com/site/rmeconomics

New Beginnings

Portfolio Breakdown:
BAC - 17.9%
TBT - 23.8%
ITUB - 4.6%
AOB - 11.3%
WDC - 20.6%
HOGS - 38.8%
SDX - 16.5%
OCNF - 7.8%
PFE - 9.7%
GS - 15.3%
MBI $14 May, sell call - (0.3%)
HOGS $10 June, sell put - (0.2%)
CAD Cash - 2.6%
USD Cash - (68.4%)

USD/CAD - 1.016

Portfolio Performance:
Return Since Last Update - (5.26%)
Return Since Inception - 179.94%
S&P 500 - 1186.69
S&P 500 Return (June 30, 2009) - 29.14%