ago +22%, mbi +10%, rdn +27%, abk 12.8%, akf 13%

my spring came a little late, but no complains! finally my bond insurer holdings are jumping up everywhere. I am speechless!!!

It is really tough to hold huge positions through the crashing market, it is even tougher not to be shaken out by soaring market. I did it. I am fully invested all the time. Finally ago is above water today. It is my top holding. The only holding that is still underwater is FMD.

I regret that I did not use margin this time, my whole concern is to raise cash to pay off debt during last month's market soaring. I think there maybe a short term correction, bear market may come back next year, but value investing will always prevail. Happy investing and trading!!!