Wednesday, January 11, 2012

2011 Returns on the Ideas

Every year, I look at returns on my "well researched ideas" I put out. Even though I have been generating these ideas for 3 years, I only started putting them on my blog this year.


Return on my synthetic portfolio of Long/Short ideas in 2010 was 52% and for 2011 is 62%. They are NOT inclusive of dividend payouts and potential trading costs.

Some of my 2011 ideas:
Long - XYL, FDML, MAR, SLE, ACIW, DELL, MDP, AMAG and BSCI

Shorts
- AMSC, MTW, CVC and RAH




I hope everyone reading this  have a wonderful 2012! 

2 comments:

  1. can you explain the returns in a little more detail please. very impressive.

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    Replies
    1. They are annual returns exclusive of dividends and trading costs. Does that help?

      and if you can introduce yourself, that would be great.thanks for writing to me.

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