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 and arbitrage opportunities similar to the opportunities Benjamin Graham called “stock workouts.” Overall, this portfolio has been a huge success.

The Special Situations Real Money Portfolio ended the month of April with a total value of $58,479.76. Of that amount, $35,549.29 is currently in cash. Year-to-date the Special Situations Port is down 1.75% as of the market close on April 30, 2014. Since the inception of this portfolio, my total return is now 265.5%. The overall compound annual growth rate for the Special Situations Real Money Portfolio since inception is 19.96%.

The portfolio currently holds positions in Blackhawk Network Holdings B (HAWKB), Safeway (SWY), ERA Group (ERA), and a legacy holding in Presidential Realty Corp (PDNLB).

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

20 mg professionele Cialis

Beste prijs voor 20 mg Cialis

Goedkoopste Cialis 20mg inclusief verzendkosten

Goedkoopste Cialis 20mg Aanbieding

Type Cialis 20 mg

Cialis 20mg Laagste prijs

Cialis 20 mg postorder

Cialis 20 mg tabletten

Cialis kost 20 mg

Cialis dosierung 20 mg

Cialis Professional 20mg pillen

20 mg Cialis snijden

Generika Cialis 20mg

Generika Cialis Soft 20mg

Generika Cialis Soft Tabs 20mg

Vardenafil 20 mg Cialis

Cialis 20 mg, Tadalafil goedkoop kopen

Cialis dosisuren

Goedkope Cialis 20mg pillen

20 mg dosis Cialis recept

Bestel 20mg Cialis goedkoop online