Browsing Category: "Special Situations Real Money Portfolio"

Special Situations Real Money Portfolio January 2010 Update

Feb.12, 2010 in Special Situations Real Money Portfolio Leave a Comment

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 [...]

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Special Situations Real Money Portfolio Returns 50 Percent in 2009

Jan.16, 2010 in Special Situations Real Money Portfolio 5 Comments

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 [...]

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Special Situations Real Money Portfolio November 2009 Update

Dec.08, 2009 in Special Situations Real Money Portfolio 5 Comments

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 [...]

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Special Situations Real Money Portfolio October 2009 Update

Nov.02, 2009 in Special Situations Real Money Portfolio Leave a Comment

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%.

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Special Situations Real Money Portfolio September 2009 Update

Sep.30, 2009 in Special Situations Real Money Portfolio 2 Comments

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%.  [...]

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Special Situations Real Money Portfolio Summer 2009 Update

Sep.25, 2009 in Special Situations Real Money Portfolio 6 Comments

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 [...]

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Special Situations Real Money Portfolio June 2009 Update

Jul.08, 2009 in Special Situations Real Money Portfolio 1 Comment

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 [...]

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Recounting XTENT

Jun.18, 2009 in Special Situations Real Money Portfolio 11 Comments

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 [...]

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Special Situations Real Money Portfolio May 2009 Update

Jun.02, 2009 in Special Situations Real Money Portfolio 3 Comments

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 [...]

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Record Performance for the Special Situations Real Money Portfolio

May.01, 2009 in Special Situations Real Money Portfolio 1 Comment

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 [...]

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