Browsing Category: "Model Portfolios"
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 [...]
Here’s a quick update on my Special Situations Real Money Portfolio. The portfolio closed the end of November with a balance of $26,972.91. That’s up 2.81% from the balance I reported at the end of October for the Special Situations Real Money Portfolio.
The Special Situations Real Money Portfolio is a real Coverdell Education Savings Account [...]
The Fat Pitch Financials Portfolio continued to gain ground in November. Since I last reported on the Fat Pitch Financials Portfolio October closing balance, this paper portfolio is up 2.7%. The portfolio had closing balance of $1,177,667.82 on November 30, 2009.
I launched this paper portfolio back in September of 2004 on Marketocracy with a virtual [...]
The Special Situations Real Money Portfolio is a real Coverdell Education Savings Account I created for my son on on October 19, 2004 with a focus on special situations opportunities in the stock market. Since then the portfolio has produced an average annualized return of 29.0%.
It has been quite a while since I’ve updated folks on the status of my Fat Pitch Financials Value Portfolio. I launched this paper portfolio back in September of 2004 on Marketocracy with a virtual starting balance of $1 million and a per share value of $10. I created this paper portfolio shortly after I [...]
A few days back, I reported that the Special Situations Real Money Portfolio ended the month of August with a balance of $25,602.10. I’m happy to report that the portfolio gained another 3.9% this month. The portfolio closed today with a balance of $26,594.77.
The year-to-date return on the portfolio is now up to 43.3%. Looking [...]
It’s been a few month’s since I’ve last reported on the performance of my Special Situations Real Money Portfolio. The Special Situations Real Money Portfolio ended the month of June with a record balance of $23,579.28. By the end of July, that account balance increased to $24,563.65 and by the end of August, the Special [...]
The Special Situations Real Money Portfolio ended the month of June with a record balance of $23,579.28. That’s up 7.5% from the portfolio balance I reported in the May Special Situations Real Money Portfolio update.
The year-to-date return for the Special Situations Real Money Portfolio was 27.07% on June 30, 2009. The S&P 500 has [...]
