Portfolio Facts - June 2, 2010

The LSI ETF Portfolio was $127,666.41 as of 6/1/10 close.
The biggest gainer was iShares MSCI Brazil (NYSE:EWZ) up 42% since my initial recommendation. EWZ serves as a benchmarck for Brazilian stocks, with its large capitalization focus. The two largest stocks in that ETF are Petrobras (NYSE:PBR) and and Vale (NYSE:VALE). These two names are currently also in the LSI Growth Portfolio.
Stocks mentioned:
America Movil (NYSE:AMX), up 22% since recommended, Vale (NYSE:VALE), up 76% since recommended, Ambev (NYSE:ABV), up 74% since recommended, Banco Santander (NYSE:STD), down 18% since recommended and others.


