I'm still holding shares of AgFeed Industries, MGM Mirage, Bank of America, and VMWare. I've moved some more cash into my brokerage account (on the chart above, every time there's a break in my returns it's because I added cash to my account) and I'm thinking about correlation. Diversified I am not.
Geometric return since 10/01/2008: 14.06%. A geometric return corrects for money withdrawn or deposited over the life of an investment. So, if you had given me $100 to invest for you back in October of 2008, it would be worth $114.06 now. If you had invested that $100 in a Dow Jones index, it would be worth $93.24. Although, as you can tell from the graph above, I haven't really made any progress since June.
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