Fat Pitch Financials Portfolio September 2007 Performance
The Fat Pitch Financials Portfolio was up 2.59% for the month of September. This wasn’t bad but it lagged the 4.79% return for the S&P 500 according to the Fat Pitch Financials Portfolio Marketocracy stats.
For the last 12 months, the Fat Pitch Financials Port was up 8.63%, and since inception the portfolio has returned 25.40%. This comes out to a 7.78% annualized rate of return. This performance lags the roughly 13% annualized rate of return of the S&P 500 over the same period of time. So far, I would give the Fat Pitch Financials Port a D for performance. Thankfully, the Special Situations Real Money Port is scoring a solid A lately.
Here are my returns by position as of October 2, 2007:
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I still have $30,037.25 in cash to invest in new positions. Do you have any great ideas?