Browsing Category: "Special Situations Real Money Portfolio"
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 [...]
March was a fairly quiet month for the Special Situations Real Money Portfolio. Only a few trades took place this past month and the portfolio’s cash balance was quite high. This caused the portfolio to miss out on some of the gains made in the general stock markets in March.
