{"id":508,"date":"2005-12-01T23:49:44","date_gmt":"2005-12-02T04:49:44","guid":{"rendered":"http:\/\/selfinvestors.com\/tradingstocks\/mail-bag\/performance-of-portfolio-how-many-positions\/"},"modified":"2007-01-09T00:07:54","modified_gmt":"2007-01-09T05:07:54","slug":"performance-of-portfolio-how-many-positions","status":"publish","type":"post","link":"https:\/\/selfinvestors.com\/tradingstocks\/mail-bag\/performance-of-portfolio-how-many-positions\/","title":{"rendered":"Performance of Portfolio? How Many Positions?"},"content":{"rendered":"

Question<\/strong>:<\/p>\n

What annual performance did your portfolio have in the last 2-3 years and YTD? Is this a real portfolio that your members can follow or just a hypothetical? What is the minimum number of securities in your portfolio? BTW: great webite!<\/p>\n

My Response<\/strong>:<\/p>\n

Thx for the compliment!  Yes, the model portfolio is a real portfolio, no hype here.  You’ll see the great trades as well as the bad ones.  For each trade I make in the portfolio I issue an alert within a couple minutes of the trade along with detailed notes, including the sell and updates during the holding period if warranted.  <\/font><\/div>\n
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The performance from the beginning of tracking is up around 55% which is around triple the S&P 500.  2004 performance was up 32% vs. S&P500 up 9%.  YTD I’m up 9% vs. 4% in the S&P, despite a difficult year.  The portfolio took a hit in the first couple days this year, much of it on news of the Taser SEC investigation.  The portfolio was actually down nearly 11% to start the year.. so the portfolio is up 20% since that time.<\/font><\/div>\n
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There will never be a minimum number of positions…  I let the market dictate how many stocks I hold at a time and whether I’m primarily long or short.  For example, I began to fill out the portfolio 100% on the long side towards the end of October and have been fully invested with 8-10 securities since.  I remain that way for the most part now, but have put on one short trade to take advantage of any profit taking .. which hasn’t been much! What a year end rally! I will never be entirely in cash because I believe there are always opportunities to profit, both on the long and short side.  Hope that answers your question.<\/p>\n
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The model portfolio is just one of many features of the premium service.  I also offer a database of the fastest growing companies that I have built from the ground up, email alerts, custom screening, stock watch reports, personal support, ETF tracking, etc…  Let me know if you have any further question.  Happy Trading!<\/font><\/div>\n","protected":false},"excerpt":{"rendered":"

Question: What annual performance did your portfolio have in the last 2-3 years and YTD? Is this a real portfolio that your members can follow or just a hypothetical? What is the minimum number of securities in your portfolio? BTW: great webite! My Response: Thx for the compliment!  Yes, the model portfolio is a real … Continue reading Performance of Portfolio? How Many Positions?<\/span> →<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"class_list":["post-508","post","type-post","status-publish","format-standard","hentry","category-mail-bag"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/posts\/508","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/comments?post=508"}],"version-history":[{"count":0,"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/posts\/508\/revisions"}],"wp:attachment":[{"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/media?parent=508"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/categories?post=508"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/selfinvestors.com\/tradingstocks\/wp-json\/wp\/v2\/tags?post=508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}