Saturday, May 31, 2008

Portfolio A1 Performance Update: 5/31/08

Since I continue to receive inquiries about Portfolio A1 as well as my new subscriber newsletter model portfolios, I thought I would provide a snapshot of the portfolios at the end of each month.

The chart below shows the equity curve and some summary statistics for Portfolio A1 since the portfolio (which is equities only, long only) was created on February 16, 2007. During the 15 ½ months since inception, Portfolio A1 has posted a cumulative return (exclusive of dividends) of 19.8%, while the benchmark S&P 500 index has declined 3.8%.

The graphic to the right provides some additional performance details for Portfolio A1 vs. the S&P 500 index over a variety of time frames.

For the record, Portfolio A1’s current holdings include: Mosaic (MOS); TBS International (TBSI); PetroQuest (PQ); World Acceptance (WRLD); and Brasil Telecom Participacoes (BRP). Portfolio A1 also shares some common ancestry and has a stock ranking system that is similar to the VIX and More Focus Aggressive Trader model portfolio – one of the four model portfolios that I update transaction by transaction for newsletter subscribers. At some point later this weekend, I will provide some details about the performance of the subscriber newsletter portfolios.

Finally, I would be remiss in not reiterating that Portfolio A1 was created with tools developed by and is managed via’s tool set. For more information on, please refer to an earlier post on the subject, The Engine Behind Portfolio A1. [For the record, I have no affiliation with]


DISCLAIMER: "VIX®" is a trademark of Chicago Board Options Exchange, Incorporated. Chicago Board Options Exchange, Incorporated is not affiliated with this website or this website's owner's or operators. CBOE assumes no responsibility for the accuracy or completeness or any other aspect of any content posted on this website by its operator or any third party. All content on this site is provided for informational and entertainment purposes only and is not intended as advice to buy or sell any securities. Stocks are difficult to trade; options are even harder. When it comes to VIX derivatives, don't fall into the trap of thinking that just because you can ride a horse, you can ride an alligator. Please do your own homework and accept full responsibility for any investment decisions you make. No content on this site can be used for commercial purposes without the prior written permission of the author. Copyright © 2007-2023 Bill Luby. All rights reserved.
Web Analytics