The Fusion Investing Fund continues to outperform its benchmark. Although two months is around five years short of a meaningful record it is nonetheless gratifying to be outperforming. The only position entered this month was a Fedex June $90 Put.

Current positions have an average 9.9% outperformance. Cash included, the total outperformance is 4.8%.
The fund is looking closely at whether to establish long positions in Pfizer (PFE) and General Electric (GE) and continues to monitor Australian Banks.

The fund continues to hold a significant cash balance and will continue to invest this as opportunities arise.

For details see the Fusion Investing Fund Portfolio

Related posts:

1. Fusion Investing Portfolio Q1 2009 Update
2. Fusion Investment Fund Update
3. Fusion Fund Sells 5 FDX June $90 Puts
4. Fusion Investing Portfolio Update
5. Fusion Investing Fund Sells Ultra Bull Fund
6. Fusion Investing Fund slips into the red