After the first quarter review, we were very proud to be at the top of the stock competition although we had a 4.33% return which was great compared to the main stock indexes but was not that exciting. It clearly proved that our picks had performed well under very adverse and difficult conditions. Three months later, we are now reviewing following a spectacular rebound by the stock market. And while we are no longer at the top of the rankings, our 43,32% return so far this year is still very much on top of our expectations. We are in quite a battle with Four-Pillars who currently sits on top with a 48,83% return.

Our top pick remains Baidu.com (BIDU), which as increased over 100% so far this year.

2nd off is Ebay which has returned 22.71% despite some very tough competition

While compared to others we had little exposure to oil, our USO pick has returned a decent 14.59%

And finally, our fourth pick, which has been disappointing but is still in positive grounds, GLD, at 5.39%

Here is the leaders board:

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