HAG: losses and mining stocks

As mentioned in the previous post, HAG is realizing losses as the market is adjusting to inflation anxiety.

Today, HAG sold it's positions in NVIDIA, Broadcom, Tivo, and PMC Sierra. Losing positions in Corning from two days ago, and Amkor, Network Appliances, and JDS Uniphase from yesterday, were held until tomorrow.

For the buys today, there were many technology companies and a few commodity companies which System HAG indicated as a buy. Because there were so many buys, we are going to depart from our usual maximum of 4. Today, we are going to buy 8 different companies, but invest half as much of our "portfolio" in each one.

Especially compelling buys are the mining companies Joy Global, Titanium Metals Corp, and Gold Corp. Though these companies are extremely volatile, over 26 out of 31 of the theoretical System HAG buys since March, 2005, in these companies have been profitable.

The other five buys are all tech companies: Akamai, Nuance, Brocade, Red Hat, and Marvell.

Completed trades:

NVDA: 9.52%
BRCM: .76%
PMCS: 1.19%
TIVO: .39%

Adding these trades to our totals:
58 trades
.87% average gain per trade
12.647% total theoretical gain since inception (2/7/06).
NASDAQ composite on 2/7/06: 2244.96
NASDAQ change since 2/7/6: .29%

Once again, the "total theoretical gain" assumes 25% of a portfolio was invested in each trading position.