Category: Performance

*This is a copy of my letter to investors summarizing the month of April. March monthly report can be found here. 2012 Return: +58.61% 2013 Return: -7.36% Portfolio April Performance: -6.86% S&P 500 April Performance: +1.81% Portfolio YTD Performance: -7.36% S&P 500 YTD Performance: +12.02% Total Return Since Inception (1/1/12): +47.80% vs. S&P 500 +27.03% Portfolio Highlights For April – SPNS ended [...]

*This is a copy of my letter to investors summarizing the month of March. February monthly report can be found here. 2012 Return: +58.61% 2013 Return: -0.33% Portfolio March Performance: -2.26% S&P 500 March Performance: +3.60% Portfolio YTD Performance: -0.33% S&P 500 YTD Performance: +10.03% Total Return Since Inception (1/1/12): +58.20% vs. S&P 500 +24.18% Portfolio Highlights For March – SPNS gained [...]

*This is a copy of my letter to investors summarizing the month of February. January monthly report can be found here. 2012 Return: +58.61% 2013 Return: +2.57% Portfolio February Performance: -3.79% S&P 500 February Performance: +1.11% Portfolio YTD Performance: +2.57% S&P 500 YTD Performance: +6.20% Total Return Since Inception (1/1/12): +63.64% Portfolio Highlights For February – During the second half [...]

*This is a copy of my letter to investors summarizing the month of January. December monthly report can be found here. 2012 Return: +58.61% Portfolio January Performance: +6.61% S&P 500 January Performance: +5.04% Portfolio YTD Performance: +6.61% S&P 500 YTD Performance: +5.04% Total Return Since Inception (1/1/12): +70.09% Portfolio Highlights For January – UPIP gained 68% during the month [...]

A copy of my letter to investors outlining performance and outlook.

Winners and losers.

*This is a copy of my letter to investors summarizing the month of November. Portfolio November Performance: +1.03% Compared to benchmark S&P 500 November Performance: +0.28% Portfolio YTD Performance: +34.90% Compared to benchmark S&P 500 YTD Performance: +12.61% Portfolio Highlights for November – The market neutral posture adopted early in October performed exceptionally throughout November. The portfolio was in [...]

October performance and looking ahead.

September performance and looking ahead.

August performance summary and more.

July performance summary and more.

A summary for June and looking ahead to July.

Excerpts from my report to investors

A rundown on the portfolio names.