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Merit's Managed Equity Plan Using Rydex Funds
On 12-31-06 we initiated real-time trading for client accounts using the Rydex S&P 500 dynamic funds. We use RYTNX (2 beta) for long positions and RYTPX (-2 beta) for short positions. You can follow performance results here on our web site. The values in the table are taken from Rydex statements genertaed for Merit's in-house account. Copies will be furnished upon request. If you prefer to receive updates by Email, send us your Email address and your state of residence.
| Month Ending |
Acct Value |
Monthly
Change |
Cumulative
Results |
Results Net
of Mgt Fees |
| 12-31-06 |
$25,000 |
- |
- |
- |
| 01-31-07 |
25,654 |
2.62% |
2.62% |
2.12% |
| 02-28-07 |
23,685 |
-7.68% |
-5.26% |
-5.26% |
| 03-31-07 |
24,338 |
2.77% |
-2.65% |
-2.65% |
| 04-30-07 |
25,257 |
3.78% |
1.03% |
-0.67% |
| 05-31-07 |
21,772 |
-13.79% |
-12.91% |
-13.49% |
This investment plan is not FDIC insured,
not bank guaranteed and may lose money.
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