Passive Aggressive Portfolio

Ahead of this week's Q&A with Bill Schultheis, I thought it would be timely to at least take a quick look at how the Passive Aggressive Portfolio I've recommended in the past has performed.

Since December 31, 2008 - the portfolio is up +32.70% (the S&P is up +21.14%). Since March 9, 2009 - the portfolio is up +86.77% (the S&P is up +61.74% for the same period). To see the holdings, please visit the members' only website.