Well folks, we made it. It’s March, the days are getting longer, spring is inching closer, and your portfolio is getting fatter. That is, if you were invested in the SOIS Fund Aggressive. After a minor January setback, we made a nice recovery in February, posting a healthy 7.69%. We’re about level for the year so far, but the big news is a change in positioning of our underlying investments.

I decided to add a mutual fund to the mix, since mutual funds are about equally as awesome as ETFs. The Blue Chip Growth fund I snagged has been a solid performer through the good and bad, and will add some nice low correlation value to our fund. I’m still long on the market, so the portfolio is dominated by leveraged Dow ProShares. I’m still hanging on to oil for a couple reasons; yes, I know it has underperformed thus far. We’re about even on it, but I’m thinking oil prices will jump again soon. Perhaps not to their previous heights, and perhaps not in the next month or two. But ultimately, there’s one thing we love in this world: oil. So market timing aside, it can’t be a bad investment in my eyes.

Here’s a report to impress you:
SOIS Fund Aggressive Feb 2010

Since TSFC did kinda bad last month, I will write you a nice article that may help your life.  Today we are going to talk about ISOs.

No, not illegal WAREZ ISOs of pirated video games – Incentive Stock Options.  If your company is cool and offers you ISOs they can come in pretty handy if your company is successful.  How do they work?  Glad you asked!

The elusive Eggo

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The run is over, The Sois Fund Conservative winning streak is over. It was a nice run. We didn’t do as bad as the S&P or Nasdaq, but we never like to do bad at Sois Inc. I am truly ashamed. I will keep pratce (sic).

Maybe I will do a printer review or something. I let the investors down this month.

No longer the undefeated champ.

If so, The Sois Fund was the place for your money. In 2009, we didn’t lose a single penny of our original capital. Take that recession! 2010 will be an even stronger year as we diversify and grow the fund. Here is a report that will probably excite you.

The Sois Fund 2009-12

Welcome to 2010 everyone. Below is a nice tidy report for December’s performance, which in turn rounds out 2009. We managed to post a 1.28% gain for December, and thus a 33.33% overall performance for the year.

This edition of The Sois Fund – Aggressive Report features a holdings chart which shows what I am holding in my portfolio. Be prepared to laugh – at the moment we only hold two securities. Diversifying the portfolio is top priority over here as I expect the market to soften its climb in the coming months.

SOIS Fund Aggressive Dec 2009

Have an investment you’ve been mulling over for the last few weeks, and not sure if you should take the plunge? Use the ‘Contact Us’ page to write us a quick note, and the experts here at SOIS will have a look-see.