This was an odd opening to the year. Through the first two months of the quarter, I was down a bit relative to the S&P 500 and the Nasdaq. March has been a real lion for me, though, with stocks like First Cash (FCFS), Sauer-Danfoss (SHS), ISTA (ISTA), and TomoTherapy (TOMO) all really coming through for me in a big way.
First quarter 2011 -
Portfolio A : +12.6%
Portfolio B: +5.4%
Combined portfolios: +10.1%
S&P 500: +5.4%
Nasdaq: +4.8%
Russell 3000: +5.9%
Disclosure - I own shares of First Cash Financial, Sauer-Danfoss, ISTA Pharmaceuticals, and TomoTherapy
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