Special Situations Real Money Portfolio 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

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

Special Situations Real Money Portfolio September 2010 Update

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

Special Situations Real Money Portfolio August 2010

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

Special Situations Real Money Portfolio April 2010 Update

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

Special Situations Real Money Portfolio March 2010 Update

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