Browsing Category: "Special Situations Real Money Portfolio"
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 [...]
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 [...]
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 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 [...]
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 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%.
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 [...]
