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Nov 16
Wednesday

TheInflationist 2 Year Performance Review

Filed under Stocks

We started our private investment fund on 13 September 2009 - capitalised at 100k. Our strategy was to split our portfolio into 2 trading arms, with 20k each (one for each partner), and a long only equity portfolio of ~20k; with cash of about 40k to buffer our trading accounts against black swan events.

On 13 November 2011, 2 years 2 months later, the net value of our fund (including open positions P/L) stand at $175k, up 75%. Our performance breakdown is as follows:

1. Trading account A: 20k to 75k (+275%)

2. Trading account B: 20k to 30k (+50%)

3. Long only Equity Portfolio: 30k to 35k (+16.6%)

4. Cash: 35k

NET PORTFOLIO Performance: +75% (S&P 500 over the same period: +19.29%)

We have lightened up our trading portfolios - biggest position remains short Amazon, US Tech, long agriculture ETFs. Our equity portfolio are as displayed on the right hand side. Note that some of the “losses” displayed does not reflect cash back (Astro Japan, Straits Resources), takeovers (Chemgenex), and Continue…

Jan 10
Tuesday

Lululemon - Goldman 1 vs theinflationist 0

Filed under Stocks

Lululemon is up 14.87% - now trading at $61.40 - OUCH!

Michelle Tan, analyst from Goldman had a BUY on Lulu last week. At the same time, we fired a tiny short in the yoga retailer. Feeling the pain at the moment, but very happy its up. Our initial position usually serves as a depth gauge.

One concern we have is the huge number of shorts - up to 10% of shares short at the moment. NOT a good sign.

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Opened a small short Lululemon at $53.50 - all time high is $64, with current PE of 47 and market cap of 7.7b. We have been scoping out Lululemon retail shops in Australia - looks dead even ... continue

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We continue to accumulate Australian listed companies trading below cash/liquid assets - balanced by our shorts in Amazon and Chipotle. In an indirect (admittedly alot RISKIER) way, this is what Jim Rogers is doing: Long Commodities, Short US Tech. We are buying resource companies trading at significant discount to cash, and recently even picked up a holding micro cap company ... continue

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