Model Portfolios Archive

Special Situations Real Money Portfolio May 2014 Update

It’s been quite some time since I’ve updated you on the 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 special situations

Special Situations Real Money Portfolio 2012 Performance

Sorry I’ve been so quiet here on Fat Pitch Financials. I found 2012 to be an extremely challenging year for me both financially and professionally.  Thankfully, I came through it all pretty well. The Special Situations Real Money Port had another successful year. The Special Situations Real Money Portfolio started 2012 with a balance of

Closing Out 2011, Kicking Off 2012

Happy new year fellow investors! I hope you enjoyed the holidays as much as I did. It was great spending time with my family this past week, taking a break from work, and reflecting on the future. 2011 was a challenging year, especially for fellow investors and website owners. The long hoped for economic recovery

Special Situations Real Money Portfolio Third Quarter 2011 Update

The Special Situations Real Money Portfolio ended the third quarter of 2011 with a balance of $38,633.48 when the market closed on September 30, 2011. The portfolio is down 5.69% for the year. In comparison, the total year to date return for the S&P 500 was -8.68% as of September 30, 2011. In general, 2011

Special Situations Real Money Portfolio 2010 Performance

The Special Situations Real Money Portfolio ended the month of December 2010 with a balance of $40,964.34. However, I made a new deposit of $2,000 on December 29th.  To keep the analysis a bit simpler, I’m going to assume that the closing balance at the end of the year was $38,964.34. That’s up 4.3% from the

Special Situations Real Money Portfolio November 2010 Update

The Special Situations Real Money Portfolio ended the month of November with a balance of $37,354.81.  That’s down 3.9% since I reported on the Special Situations Real Money Portfolio October 2010 closing balance. As you probably recall, the Special Situations Real Money Portfolio is actually my son’s Coverdell Education Savings Account that I set up

Special Situations Real Money Portfolio October 2010 Update

The Special Situations Real Money Portfolio ended the month of October with a total value of $38,864.82. That is up 0.9% since I last reported the value of the Special Situations Real Money Portfolio at the end of September. As you probably recall, the Special Situations Real Money Portfolio is actually my son’s Coverdell Education

Fat Pitch Financials Portfolio November 2010 Update

The Fat Pitch Financials Portfolio ended the month of November with a total value of $1,404,395.73. That’s down 2.6% from what I report as the October 2010 Fat Pitch Financials Portfolio closing value. The portfolio, however, is up 13.86% year-to-date versus only 7.86% for the S&P 500. Fat Pitch Financials Portfolio Returns RETURNS Last Week

Fat Pitch Financials Portfolio October 2010 Update

I’ve been so busy that I never got around to updating you on the Fat Pitch Financials Portfolio at the end of October. Given that we are already starting December 2010, let me keep this brief. The Fat Pitch Financials Portfolio closed on October 29, 2010 with a value of $1,442,813.31. This paper portfolio started

Mirror My Trades in the New Workouts Model Portfolio

Fat Pitch Financials in partnership with Covestor is proud to announce the new Fat Pitch Financials Workouts investment model. You now have the option of opening a mirroring account that will follow the trades of my new Workouts portfolio. Invest like me – only at Covestor.com Workouts Model Summary This unique model invests in workouts.