The Inflationist - Making Money in Stocks, Bonds, Forex, Commodities, Agriculture

Sign In


Subscribe to The Inflationist

Posts Tagged ‘ TheInflationist Challenge ’

Nov 16

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…

All entries filed under this archive

TheInflationist Weekend Summary 30.01.2010
no responses - Posted 01.30.10
This week has been fantastic for bears. We posted our 1937 vs 2007 comparison a week ago - and included a road map (in yellow, 2nd chart below). We even stuck our necks out to say we are going to hold our shorts to sub 10k - and then leave ...continue
Taking Profits on NIFTY Shorts
no responses - Posted 01.22.10
We opened a $10/point naked short NIFTY at 5130 yesterday with a stop at 5180. NIFTY is now at 4945. We will close out this naked position for a nice $1800 (after spread) profit. Screenshot of our shorts from yesterday (we only did $5/point in our personal portfolio). continue
TheInflationist Weekend Summary: 201209
no responses - Posted 12.20.09
Our last weekend summary was a month ago - since then markets have gone up about 5%. It is humiliating reading through previous posts shorting so eagerly at every alternate post - we fired shorts when Dow was at 9980, 10200, and finally 10520+10540 (hooray!). Our topside heavy approach and ...continue
Welcome To TheInflationist
no responses - Posted 10.09.09
Since installing the LIVE Traffic widget, we have had the opportunity to see where all our readers are coming from. It is an amazing feeling seeing faithful visitors coming from every corner of the world: Brussels, Taipei, London, Israel, and a special thanks to visitors from Glasgow and Langwarrin in ...continue

All content and source © 2008 The Inflationist - Making Money in Stocks, Bonds, Forex, Commodities, Agriculture |