Performance & News

Tue
01
Aug
aplus's picture

Excellent summary of the present market

Howard Marks from Oaktree has been a favorite investor of ours to follow, and he always sums up market sentiment well in his newsletters. We find his recent writing from July 26th particularly insightful for two reasons.

Sat
04
Feb
aplus's picture

2016 Performance Summary

The past year was mostly in an uptrend but we had two rough spots where the market pulled back roughly 10% in January and June. The S&P gained 10% and the Dow gained 13.4% in 2016, and once again our trades handily beat the market throughout the year.

Thu
12
May
aplus's picture

Milton Berg sees a 30 year bear market for stocks and bonds

This is one of the most pessimistic views on the market that we've seen, ever! Milton makes some good points, however innovation and continued advancements in technology, science and energy will create opportunities for significant advancement.in the markets.

Mon
18
Jan
aplus's picture

Year End summary for 2015

We've been a little late to post our year end wrap up from 2015, but here it is. We put on a total of 32 trades for the year and made a profit on 21 of them, or 65%.

Wed
28
Oct
aplus's picture

Great article on Volatility by Artemis Capital Management

Mon
10
Aug
aplus's picture

Open Position Update 8/10/15

As of right now we only have 3 positions open:

Thu
28
May
aplus's picture

May 28, 2015 - YTD Performance Update

As of today May 28th, the S&P 500 is up exactly 3.0% year to date advancing from 2060 to 2121. During this calendar year we have closed and realized gains on 3 positions and have a total of 22 positions open. During the past few months we've not traded much for 2 reasons.

Sat
03
Jan
aplus's picture

2014 Performance Summary - Spoiler Alert: We beat the S&P by 20x

The overall market in 2014 was positive, the S&P returned 11.74% and 14.04% if you had reinvested all of your dividends.  Not a shabby year by any means considering the increase in volatility in the last 3 months.  Our performance in 2014 shattered the S&P's returns for yet anothe

Mon
07
Jul
aplus's picture

Position Update June 30, 2014

This update is for June 30, 2014 and all prices and returns are as of market close on July 7th.  The first half of 2014 is in the books, and here are the returns of the major averages along with a few other interesting picks:

Mon
05
May
aplus's picture

Position Update May 5, 2014 & YTD Summary

This update will cover January through April 2014, and all numbers are as of market close on May 5, 2014.  In summary we have had a great year so far, with realized gains of 670%, and we’re carrying 10 positions right now with a total unrealized net loss of 137%.  We’ll go into detail on each mon

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