a few weeks late, sorry ;)

as of cob 4/11/2008

4x YFZMT BIDU 2010 Jan PUT @ 200 quote 41.50
140x XJVMT XLF 2009 Jan PUT @ 20 quote 1.17
70x  FYSXV SPY 2009 Dec PUT @ 100 quote 4.90
5x  CLZ08 NYMEX CL 2008 Dec CALL @ 100 quote 12.72
cash $17338.08

account liquidation value = 4*$4150 + 140*$117 + 70*$490 + 5*$12720 + $17338.08 - $60 = $148158.08

flying high on oil now, last month it was flying high on the puts on everything instead.  the value here has fluctuated pretty wildly, probably between 120k and 180k in the past couple of months, but i don't watch the day to day noise, i am still convinced that this is very well positioned to turn negative surprises into positive surprises which is the point. 

in hindsight i was too early both in taking some profits on oil and in buying more puts on financials, but... nobody's perfect.