Comments on: Special Situations Real Money Port on Fire

By: Setback For the Special Situation Real Money Port - Fat Pitch Financials

Setback For the Special Situation Real Money Port - Fat Pitch Financials — Thu, 03 Aug 2006 10:36:10 +0000

[...] It’s been over a month since I’ve reported on the Special Situations Real Money Portfolio, so I figured I should give you an update. Things have not been great this past month. [...]

By: Financial Carnivals - Fat Pitch Financials

Financial Carnivals - Fat Pitch Financials — Tue, 20 Jun 2006 18:27:36 +0000

[...] You can find my article on my Special Situations Real Money Port in this weeks Carnival of Investing. [...]

By: AllFinancialMatters » Blog Archive » Carnival of Investing - No. 27

AllFinancialMatters » Blog Archive » Carnival of Investing - No. 27 — Mon, 19 Jun 2006 04:43:11 +0000

[...] AllFinancialMatters is proud to host the 27th edition of the Carnival of Investing. Next week’s carnival will be hosted by My Personal Finance Blog. There’s quite a few submissions this week, so let’s get started. Here’s this week’s entries in the order they were received: 1 How to Lower Your Investment Returns: Use a Broker. 2 Triple Witching, 16 June 2006: What Does the Historic Data Say? 3 Regulatory Arbitrage Meet the Historical Inevitability 4 Fifteen Ways to Leave Your…Money 5 Special Situations Real Money Port on Fire 6 Japanese Interest Rates 7 Real Estate – Safe, Secure, Steady Money 8 The Super Bowl indicator: An AFC victory is bearish, and an NFC victory is bullish. Does it work? 9 Risk and Diversification 10 Free Cash Flow at Xerox 11 Homesteading and Declaration of Homestead 12 Unconventional Strategies In This Housing Market 13 Bring on the Bear! 14 Two New ETFs To Match Your Interests 15 Death Tax Debate 16 John Burley’s 7 Levels of Investor 17 Why Are Brokers So Hard To Understand? 18 The Week Ahead: Your Financial Road Map for June 19-23, 2006 19 Regulatory Arbitrage Meet the Historical Inevitability [link] [...]

By: Anonymous

Anonymous — Tue, 13 Jun 2006 12:07:48 +0000

Special Situations Real Money Port on Fire…

The Special Situations Real Money Portfolio has been on fire since I last made an update on April 27, 2006. My compound annual growth rate has rocketed from 23.5 percent to 33.6 percent APY now. Check out the latest trades in going private transaction…

By: George

George — Mon, 12 Jun 2006 12:54:10 +0000

TJT, all transaction fees have been accounted for in the list of transactions (amounts were taken straight from my broker’s online account history) and also in determining my rate of return. Since the Special Situations Real Money Port is in a Coverdell Education Savings Account (similar in nature to a Roth IRA, except it is for educational expenses), there are no tax costs if future distributions from the account are not more than my son’s adjusted qualified education expenses for the year according to the IRS. The account can compound tax free, and it is very likely that the distributions will also be tax free as well. I highly recommend this type of account for people who qualify.

Thanks for those great questions. Let me know if you have any further questions.

By: TJT

TJT — Mon, 12 Jun 2006 12:33:01 +0000

Those are pretty good returns, but it’s also a lot of trading. Have you accounted for transaction fees and tax impact of your short term cap gains when you list a 33% APY?