Performance For The Third Quarter Of 2012

All in all, a respectable quarter. I've gotten a decent boost from M&A and biotech so far this year, and I know better than to think that'll continue. I'd like to add some more tech, some emerging market, and maybe even more industrials (though I'm overweight there already).


Q3'12 Performance
Portfolio A - +8.1%
Portfolio B - +7.4%
Combined Portfolios - +7.8%

S&P 500 - +6.4%
Nasdaq -  +6.2%
Russell 3000 - +5.7%

YTD Performance
Portfolio A - +20.0%
Portfolio B - +23.6%
Combined Portfolios - +21.3%

S&P 500 - +16.4%
Nasdaq - +19.6%
Russell 3000 - +14.4%

Also, year to date, my Alpha is about 6.3% for the combined portfolios. So, not a bad year so far.