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	<title>Wifts Investment Group &#187; Portfolio update</title>
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		<title>February 2011 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/february-2011-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/february-2011-portfolio-update/#comments</comments>
		<pubDate>Tue, 08 Mar 2011 02:59:32 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=720</guid>
		<description><![CDATA[
For the month of February, our portfolio returned -1.75% compared to a return of 2.33% for the S&#38;P500. Our portfolio underperformed the S&#38;P500 by 4.80%.
Year to date, we are down 1.35% compared to a gain of 5.88% for the S&#38;P500. That an overall under-performance of  7.23%. We have been taking some defensive position in the [...]]]></description>
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		<title>January 2011 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/january-2011-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/january-2011-portfolio-update/#comments</comments>
		<pubDate>Wed, 02 Feb 2011 22:14:39 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=701</guid>
		<description><![CDATA[
For the month of January, 2011 our portfolio was up 0.52% compared to 2.33% for the S&#38;P500. Our portfolio underperformed the S&#38;P500 by 1.81%. Not a good start for the new year, but we remained focused on the long-term and try not to get carried away with short-term performance (in either direction). As I mentioned [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>2010 Year end Portfolio update</title>
		<link>http://www.wiftsinvestment.com/2010-year-end-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/2010-year-end-portfolio-update/#comments</comments>
		<pubDate>Mon, 03 Jan 2011 20:39:07 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=674</guid>
		<description><![CDATA[I apologize for not being able to  post our portfolio updates for the past few months. Here is our end of the year update.

2010 was a good year for us. Our portfolio returned 28.49% for the year compared to 12.78% for the S&#38;P500, which means our portfolio outperformed the S&#38;P 500 by 15.71%. Since we [...]]]></description>
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		<slash:comments>2</slash:comments>
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		<title>August 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/august-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/august-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 09 Sep 2010 22:41:13 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=655</guid>
		<description><![CDATA[
For August 2010, our portfolio returned -4.46% compared to -4.50% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 0.03%.
Portfolio Movers
August was a down month for most of the stocks. The biggest decliner was Acetco Corp (ACET) which was down 17.74% after going up 19% in July. LMI Aerospace (LMIA) and Vicon Industries (VII) were [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>July 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/july-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/july-2010-portfolio-update/#comments</comments>
		<pubDate>Wed, 11 Aug 2010 03:33:09 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=645</guid>
		<description><![CDATA[
For July 2010, our portfolio returned 7.41% compared to 6.83% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 0.58%.
Portfolio Movers
As we mentioned in our last post, a private equity group has made an offer of $55 for NBTY Inc (NTY). As a result, NTY was up 58% for the month. After a rough couple [...]]]></description>
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		<title>June 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/june-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/june-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 15 Jul 2010 04:01:49 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=623</guid>
		<description><![CDATA[
For June 2010, our portfolio returned -3.83% compared to -5.62% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 1.79%.
Portfolio Movers
Forest Laboratories (FRX) was up 6% in an overall down month. Friedman Industries and Archer Daniel Midland (ADM) were up a little over 2% each. On the other hand, Kindred Healthcare (KND) was down 17%. [...]]]></description>
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		<title>May 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/may-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/may-2010-portfolio-update/#comments</comments>
		<pubDate>Fri, 11 Jun 2010 01:04:40 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=607</guid>
		<description><![CDATA[
For May 2010, our portfolio returned -6.2% compared to -8.20% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 2%.
Portfolio Movers
May was a terrible month for all stocks. Except for LMI Aerospace (LMIA), all the stocks in our holdings were down. LMIA stayed relatively flat for the month ending the month with a gain of [...]]]></description>
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		<slash:comments>1</slash:comments>
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		<title>April 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/april-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/april-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 13 May 2010 04:42:08 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=586</guid>
		<description><![CDATA[
For April 2010, our portfolio returned 0.15% compared to 0.91% for the S&#38;P500. Our portfolio underperformed the S&#38;P500 by 0.76%.
Portfolio Movers
Ameron International (AMN) and Aceto Corp (ACET) were up 10% for the month. AMN and ACET are also the two largest holdings of the portfolio. Forest Lab (FRX) was major decliner. It went down 13% [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<item>
		<title>March 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/march-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/march-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 08 Apr 2010 18:17:27 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=569</guid>
		<description><![CDATA[
For March 2010, our portfolio returned 9.99% compared to 5.88% for the S&#38;P500. Our portfolio outperformed the S&#38;P500 by 4.11%. For the first quarter 2010, we were up 8.81% Vs 4.87% for S&#38;P500. Please note that this is a total return including cash positions, so we outperformed the S&#38;p500 with around 15-20% in cash.
OSI Pharmaceuticals [...]]]></description>
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		<item>
		<title>February 2010 Portfolio Update</title>
		<link>http://www.wiftsinvestment.com/february-2010-portfolio-update/</link>
		<comments>http://www.wiftsinvestment.com/february-2010-portfolio-update/#comments</comments>
		<pubDate>Thu, 04 Mar 2010 04:54:21 +0000</pubDate>
		<dc:creator>rupneu1</dc:creator>
				<category><![CDATA[Portfolio update]]></category>

		<guid isPermaLink="false">http://www.wiftsinvestment.com/?p=554</guid>
		<description><![CDATA[
For the month of February, our portfolio returned -1.20% Vs a gain of 2.85% of S&#38;P500. Our portfolio underperformed the S&#38;P500 by 4.05%. 
Bank of America was the biggest gainer with 9.75% followed by a gain of 8.18% for OSI Pharmaceuticals (OSIP). OSIP released their annual earning report which showed the revenue from Terceva, their [...]]]></description>
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