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Thursday, April 30, 2009

Returns -- Through April 2009

As shown in the table below, the Covered Calls Advisor Portfolio (CCAP) has outperformed the Russell 3000 benchmark by 15.0 percentage points (13.02%+1.98%) so far in 2009:











1. April 2009 Year-to-Date Results:

CCAP Absolute Return (Jan 1st through Apr 30th, 2009) = +13.02%
($225,738.35-$199,733.10)/$199,733.10

Benchmark Russell 3000(IWV) Absolute Return(Jan 1st through Apr 30th,2009) = -1.98%
($50.97-$52.00)/$52.00


2. Prior Years Results:

The Covered Calls Advisor Portfolio (CCAP) was begun in September, 2007. The annualized returns achieved for 2007 and 2008 compared with the Russell 3000 benchmark results were as follows: