For the purpose of this exercise I have decided to index my returns to to the opening on November 28th, 2011. At this point I was holding only SPPI. SPPI represented ~40% with the remainder in cash. Later that week I built a position in DSCO.
As of EOD yesterday SPPI represented 41% of my portfolio, DSCO was 26% and the rest was in cash.
Indexed to Monday Nov. 28th, I am up ~8%.