June was another particular ugly month for investing, and there were significant losses by mid-June. I try to remember I have a longer time frame; I’m 20+ years from retirement and I’m certain this is my best investment vehicle. Sure, I’ll have some losses, but I hope the wins are even bigger. Fortunately by the end of the month all of the losses had been erased; the portfolio was up over 5% just in the last week. Still trailing the market, though; the stocks selected by the YLDEARNYR screen have not performed well.

• Last 4 weeks: +1.6%
• Last 3 months: -3.2%
• Year to date: -1.3% (Dow is +4.7% ytd from 10,718)
• Last 12 months:-0.2%

Holding for another month:

Ticker	Bought	Now	Months	Return
AP	$34.99	$29.21	1	-16.5%	Ampco-Pittsburgh Corp. Originally from the Screamers screen, it’s now on the YLDEARNYR screen, the screen I don’t like.
CMA	$55.03	$52.73	1	-4.2%	Comerica, Inc. This one is back from the LPEYLD screen.
DDS	$26.04	$31.90	2	+22.5%	Dillard’s Inc. From the H52EARNPS screen. I sold off a small portion to keep things balanced.
FDG	$41.01	$31.12	4	-24.1%	Fording Canadian Coal Trust, from the YLDEARNYR screen. Another bad month for this screen.
SWFT	$30.42	$33.49	2	+10.9%	Swift transportation Company Incorporated. Last month’s -6.1% loss was erased nicely. From the TRPPE screen.
WM	$45.96	$46.23	1	+0.6%	Washington Mutual. From the LPE_YLD screen.

Selling these:

Ticker	Bought	Sold	Months	Return
AL	$51.83	$47.14	1	-9.0%	Alcan Inc. From the TREPPE screen.
GPI	$60.70	$57.21	1	-5.7%	Group 1 Automotive. From the H52EarnPS screen.
HANS	$186.07	$198.56	1	+6.7%	Hansen Natural Corp. This one went up and down like a roller coaster. From the Screamers screen.
HCC	$34.24	$29.46	3	-14.0%	HCC Insurance Holdings, from the LowPE_ZLTD screen.
HOC	$38.225	$47.80	3	+25.0%	Holly Corp. Split 2:1, from the LowPEZLTD screen.
UNTD	$14.69	$11.99	6	-18.4%	United Online Inc. The other terrible selection from the YLDEARNYR screen.

New stocks for this month:

Ticker	Bought	Sold	Months	Return
CELL	$13.60	$N/A	0	N/A%	Brightpoint, Inc. From the LowPEZLTD screen.
EME	$49.17	$N/A	0	N/A%	EMCOR Group, Inc. From the H52EarnPS screen.
FSII	$6.94	$N/A	0	N/A%	FSI International, Inc. From the Screamers screen.
NITE	$15.33	$N/A	0	N/A%	Knight Capital Group, Inc. From the LowPEZLTD screen.
OXY	$104.52	$N/A	0	N/A%	Occidental Petroleum Corp. From the TREPPE screen.
VOL	$48.50	$N/A	0	N/A%	Volt Information Sciences. Sounds like a high school science fair project. From the Screamers screen.

The next trade will be July 31st if I can, otherwise it’ll have to be August 7.