Browsing Category: "Special Situations Real Money Portfolio"

Special Situations Real Money Portfolio 2012 Performance

Jan.16, 2013 in Special Situations Real Money Portfolio Leave a Comment

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 […]

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Special Situations Real Money Portfolio Third Quarter 2011 Update

Oct.03, 2011 in Special Situations Real Money Portfolio 2 Comments

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 […]

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Special Situations Real Money Portfolio 2010 Performance

Feb.02, 2011 in Special Situations Real Money Portfolio 1 Comment

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 […]

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Special Situations Real Money Portfolio November 2010 Update

Feb.01, 2011 in Special Situations Real Money Portfolio 3 Comments

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 […]

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Special Situations Real Money Portfolio October 2010 Update

Dec.02, 2010 in Special Situations Real Money Portfolio 2 Comments

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 […]

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Special Situations Real Money Portfolio September 2010 Update

Oct.04, 2010 in Special Situations Real Money Portfolio 1 Comment

The Special Situations Real Money Portfolio ended the third quarter on September 30, 2010 with a total value of $38,517.76.  That is up 2.9% since I last reported the value of the Special Situations Real Money Portfolio at the end of August. As you probably recall, the Special Situations Real Money Portfolio is actually my […]

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Special Situations Real Money Portfolio August 2010

Sep.02, 2010 in Special Situations Real Money Portfolio Leave a Comment

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 […]

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Special Situations Real Money Portfolio April 2010 Update

May.03, 2010 in Special Situations Real Money Portfolio 1 Comment

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 […]

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Special Situations Real Money Portfolio March 2010 Update

Apr.14, 2010 in Special Situations Real Money Portfolio 2 Comments

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 […]

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Special Situations Real Money Portfolio February 2010 Update

Mar.01, 2010 in Special Situations Real Money Portfolio Leave a Comment

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 […]

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