For the first two months of 2006, the Moose Pond Investors portfolio increased in value by 3.1%. In comparison, the S&P 500 index increased 2.6% for the same period.
The best performing stocks were Investors Financial, IFIN (+22.5%), Jack Henry & Associates, JKHY (+15.3%), and Occidental Petroleum, OXY (+15.1%). The worst performing stock was Intel, INTC (-17.5%).
A performance report for 2006 can be downloaded here.