Comments on: Special Situations Real Money Portfolio January 2009 Update

By: Special Situations Real Money Portfolio February 2009 Update

Special Situations Real Money Portfolio February 2009 Update — Mon, 16 Mar 2009 10:30:00 +0000

[...] in February. The ending balance on February 27, 2009 was $17,984.99. This is up 5.26% since January. Nevertheless, the portfolio was still down 3.08% since the beginning of the year. You would think [...]

By: David

David — Wed, 11 Mar 2009 08:48:36 +0000

Hi George, sorry for these rather mundane question. Can you be contacted via email?
The amount of $17,085.50 seems a bit small. Aren’t you afraid, that trading fees are eating away most of your gains (This my major concern)? What online brokers are you using? And did you consider taxes? Thanks for this great blog – Really inspiring!

By: Chad

Chad — Thu, 05 Feb 2009 06:01:07 +0000

Well done George. I’m also in PSD and was in NNDS. The latter scared me though, given some of the financing rates that the acquirer was paying. High rates suggest higher risk, which made me worry that the banks might bail at the last instant, or some other BCE-type chicanery.

By: The Weakonomist

The Weakonomist — Tue, 03 Feb 2009 23:09:33 +0000

Man that is some serious analysis. I’m glad I don’t have many single holdings anymore because I would spend hours researching companies I owned. I’m happy to watch others do it so I look forward to your next update.