October Investment Report
September was an incredible month with a historic rise in a typically negative stock market. The best September since 1939 in fact. Most investors were caught off guard but this model was well positioned for an upturn in the market after a rough August by being very leveraged. While remaining bullish heading into October, market participants have to remain careful considering the normal weakness of this month. Cloud Computing The future of cloud computing is something this portfolio has invested since the start of this model back in February. During September the fruits of those investments paid off with a huge gain in Terremark Worldwide (TMRK) which focuses on data center and cloud computing services. Riverbed Technology (RVBD) is another big gainer that benefited from a move into cloud computing and the need to optimize networks because of the rise in the use of mission critical data via online sources such as cloud computing. The mdoel actually trimmed a third of the RVBD positi...