LONG
U.S. financials: 26% (+10.7% gain since entry July 14)
Gold bullion: 24% portfolio weight (+15.6% since entry June 2)
Crude oil: 13% (+21.4% since entry April 21)
Russell 2000: 11% (-12.4% since entry June 23)
Long-dated bonds: 8% (+1.0% since entry Aug. 13, 2007)
Natural gas: 4% (-39.0% since entry June 23)

SHORT
n/a

CASH
53%

CLOSED POSITIONS (July 21)
Japanese/Asian equities: -2.0% since entry July 7*

Notes:
- Positions are as of the close of July 21, 2008. Numbers may exceed 100% due to leveraged trades or may not equal 100% due to rounding.
- Returns are not adjusted for leveraged positions. In other words, these are the actual returns in my accounts, except for the Japanese/Asian equities trade (see note below).
* Japanese/Asian equities return is based on the Nikkei's return since the beginning of this signal.

LONG
Gold bullion: 24% portfolio weight (15.8% gain since entry June 2)
U.S. financials: 24% (entry July 14)
Crude oil: 16% (+48.0% since entry April 21)
Japanese/Asian equities: 14% (+1.3% since entry July 7)*
Russell 2000: 11% (-17.3% since entry June 23)
Long-dated bonds: 8% (+1.4% since entry Aug. 13, 2007)
Natural gas: 5% (-22.1% since entry June 23)

SHORT
n/a

CASH
39%

CLOSED POSITIONS (July 14)
U.S. financials short: +26.3% since entry June 16
S&P 500: -14.5% since entry April 21
NASDAQ 100: -1.3% since entry July 7

Notes:
- Positions are as of the morning of July 14, 2008. Numbers may exceed 100% due to leveraged trades or may not equal 100% due to rounding.
- Returns are not adjusted for leveraged positions. In other words, these are the actual returns in my accounts, except for the Japanese/Asian equities trade (see note below).
* Japanese/Asian equities profit is based on the Nikkei's return since the beginning of this signal.

LONG
Gold bullion: 21% portfolio weight (7.0% gain since entry June 2)
Crude oil: 15% (+42.0% since entry April 21)
Japanese/Asian equities: 14% (entry July 7)
Silver: 12% (2% since entry June 16)
Russell 2000: 10% (-20.9% since entry June 23)
SPX: 10% (-11.1% since entry April 21)
Long-dated bonds: 7% (+1.3% since entry Aug. 13, 2007)
Natural gas: 6% (-6.0% since entry June 23)

SHORT
U.S. financials: 30% (+33.0% since entry June 16)

CASH
19%

Notes:
- Positions are as of July 7, 2008, after closing. Numbers may exceed 100% due to leveraged trades or may not equal 100% due to rounding.
- Returns are not adjusted for leveraged positions. In other words, these are the actual returns in my accounts.
* Japanese/Asian equities profit is based on the Nikkei's return since the beginning of this signal - rather than my actual profit - because the initial trade was closed in one account and moved to a different account using another security to play the signal.