Comments on: Special Situations Real Money Portfolio August 2008 Update

By: Special Situations Portfolio Hits New High

Special Situations Portfolio Hits New High — Wed, 01 Oct 2008 04:45:25 +0000

[...] The portfolio ended the day with a balance of $19,181.27, up $1,825.75 (+10.5%) since the end of August. The current year to date performance is a remarkable +20.26% versus a -19.29% total return for [...]

By: 105th Edition of the Festival of Stocks

105th Edition of the Festival of Stocks — Mon, 08 Sep 2008 04:25:00 +0000

[...] Special Situations Real Money Portfolio August 2008 Update posted at Fat Pitch Financials. My small portfolio focused on going private transactions, tender offers, split offs and other special situations just broke 23% annualized rate of return since inception. Find out how I the portfolio recovered after a rough start this year. Stocks: FC, KFT, L, LO, RAH, TMA, TMA-E [...]

By: George

George — Tue, 02 Sep 2008 15:19:49 +0000

Those of you that have been following this portfolio closely may remember that the Special Situations Real Money Portfolio is in fact my son’s Coverdell Education Savings Account. Today marks a milestone for this portfolio. My son started kindergarten this morning. As we get closer to the day when withdrawls for educational expenses because necessary, it pleases me to see the portfolio performance holding up even in difficult times.