Investing is a fickle business – that’s why you can be down double digits one month, and up the same amount the next month. Those swings are seen most readily in an aggressively positioned fund, since the downs are harsher and the highs are higher.

Such was the case this month: an 8.89% closed out March (Note: February’s return was adjusted down to 6.09%). For 2010, we’re sitting just over 7% while the S&P has netted 5.39%. Essentially, that means that the economic recovery strategy is working. If 2010 can keep going this way, we will truly be Back to Ballin’.

SOIS Fund Aggressive Mar 2010

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

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