Fresnel

Description:

Fresnel is a "model portfolio" that I manage for growth oriented clients of K&A Asset Management, LLC in Napa, CA. Goal is to beat the S&P 500 over rolling three year periods, with lower volatility.
SymbolStart PriceReturn Value
SWHC$12.99-48.27%
AA$38.03-77.36%
AAPL$108.74431.50%
FSLR$67.87-80.01%
CE$36.0212.69%
COP$70.19-25.72%
DVN$75.01-20.20%
AOB$11.04-88.86%
GS$227.50-58.09%
HANS$39.20135.71%
CCJ$50.48-61.59%
GLD$66.45129.04%
EWS$13.53-13.82%
UNTD$16.02-76.34%
MCHFX$28.17-22.44%
Symbols Deleted Since Tracking Began
PHO$19.60-9.59%

Average Return: 9.08%

Success Rate: 26.67%

Tracking Started: 05-12-2007

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