Browsing Category: "Model Portfolios"
It has been a few months since I’ve reported on my Special Situations Real Money Portfolio. The Special Situations Real Money Portfolio is actually my son’s Coverdell Education Savings Account that I set up on October 19, 2004 as an experiment. I wanted to see if an individual investor could earn stable returns from [...]
This April update on the Fat Pitch Financials Portfolio is way overdue. The month of May is almost over, so I’m just going to keep this brief. The Fat Pitch Financials Portfolio ended the month of April with a value of $1,417,845.87. The porfolio held $79,655.31 in cash and $1,338,190.56 in stock at the [...]
The Special Situations Real Money Portfolio continued its strong performance in March with another great month in April. The portfolio closed on April 30, 2010 with a balance of $34,683.37. That’s up 3.2% for the month.
So far this year, the Special Situations Real Money Portfolio is up 12.11% year-to-date. That is 5% better than the [...]
The wind finally got behind the sails of the Special Situations Real Money Portfolio for the first time in 2010 during the month of March. I guess that’s not surprising considering March is known for its winds. The portfolio closed on March 31, 2010 with a balance of $33,600.16. That’s up 9.46% since the February [...]
I just realized that I didn’t get around to updating you on the performance of the Fat Pitch Financials Portfolio last month. If you haven’t been following along, the Fat Pitch Financials Portfolio is a paper port I created in the fall of 2004 on Marketocracy to track my value stock picks. To make it [...]
For the first time in several months, the Special Situations Real Money Portfolio was down for the month. As of the market close on February 26, 2010, the portfolio had a total balance of $30,697.24. That is down 1.17% from the January Special Situations Real Money Portfolio closing balance of $31,057.05. Year-to-date the portfolio is [...]
The Special Situations Real Money Portfolio ended the month of January up 0.38%. The closing balance at the market close on January 29, 2010 was $31,057.05. That’s up slightly from the end of 2009 balance for the Special Situations Real Money Portfolio of $30,938.09.
Since the portfolio’s inception on October 19, 2004, my total return at [...]
The Fat Pitch Financials Portfolio has been off to a strong start in 2010. As of the market close on January 29, 2010, the Fat Pitch Financials Portfolio was up 1.38% for the month versus a negative 4.57% return for the S&P 500 over the same period of time. As you might recall, the Fat [...]
The Special Situations Real Money Portfolio exceeded all my expectations in 2009. When all was said and done, the portfolio returned 50.50% in 2009! My unique special situations portfolio achieved the 50% return that Warren Buffett once said he could achieve if he managed less than $1 million.
My overall annualized rate of return since inception [...]
The Fat Pitch Financials Portfolio performed nicely in 2009, especially given the challenging market conditions. As of the market close on December 31, 2009, the Fat Pitch Financials Portfolio ended with a balance of $1,233,461.25. Of that $154,312.72 was in cash and $1,079,148.53 was in stocks. Since I last reported on the Fat Pitch Financials [...]
