Bookkeeping: Weekly Changes to Fund Positions Week 52

Week 52 Major Position Changes

Fund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.

Being a long only fund, via Marketocracy rules, the only hedges to the downside I have are cash or buying short ETFs. I cannot short individual equities.

To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'.

Cash: 25.7% (vs 18.9% last week)
53 long bias: 52.8% (vs 52.0% last week)
9 short bias: 21.5% (vs 29.1% last week)

62 positions (vs 59 last week)
Additions: Exactech (EXAC), Flowserve (FLS), Million International Cellular (MICC)
Removals: N/A

Top 10 positions = 29.4% of fund (vs 38.9% last week)
33 of the 62 positions are at least 1% of the fund's overall holdings (52%)

Major changes and weekly thou...