Second Quarter 2008 Newsletter - Optivest Wealth Management

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Newsletters

Second Quarter 2008 Newsletter

Investment Summary-

Despite a weak economy and stock market, Optivest investors experienced a surprisingly good second quarter. All of our hedge fund investments were up, our Sector Logic stock portfolios were up 8% and our real estate investments performed as expected. The only disappointment has been our Schwab Bond investments which remain at discounted levels; however, they continue to pay uninterrupted cash flow.

Second Quarter 2008 Newsletter