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Pastimes : Pastrami on Rye -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (57)	5/16/2007 12:36:55 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 379

The Pastrami Portfolio goes all cash with a couple of grand of losses on paper in just this past month. Mostly due to being down almost right away a dime on ciph and cris. Eyeballing things--say, ~7% loss on $40k, I will say I have $37k to spend. Maybe do some shopping during the summer doldrums. Paper trading in this market is going badly for me--but I think maybe I will do some buying late this summer and into tax loss season in the fall--that ought to get me some good prices on some of those microcap biotechs. I am 100% cash in the PofQ contest--up about 5%. Real world, 99% cash, small position in Curis, which is down 10%. Overall in the real world I am up about 25% this year, and up ~50% over the past six or nine months (for brokerage accounts only). Summer break now, ha, half a dozen things on the honey do list.