Browsing Category: "Special Situations Real Money Portfolio"
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 [...]
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 [...]
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 [...]
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%. [...]
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 [...]
In the May Special Situations Real Money Portfolio update, I mentioned that I purchased 5,000 shares of XTENT (XTNT). Let me recount how this investment came about and how it turned out. XTENT is a development stage medical device company focused on developing and commercializing customizable drug eluting stent systems for the treatment of coronary [...]
The Special Situations Real Money Portfolio closed out the month of May with a balance of $21,944.03. This is up 2.2% from the record breaking performance in April. While the S&P 500 returned an amazing 5.5% last month, I’m still more than happy with how I did in May. The year-to-date return for the Special Situations [...]
The Special Situations Real Money Portfolio closed out the month of April with a balance of $21,478.13. That’s up 14.2% from the $18,800 portfolio balance at the end of March. If I’m correct, I believe this is also a record high balance for this portfolio. For those of you unfamiliar with this portfolio, the Special [...]
