Portfolio YTD Performance 2011, number, taking, names, today

rgonzalez

Care to share your number?

I am up 20.5% as of today.

But I am pissed in the past few days as I am taking a beating on tech names such as CSCO and MSFT...



Edited 2 time(s). Last edit at Friday, May 13, 2011 at 12:50PM by AlphaSeeker.

BelalM

bchadwick Wrote:
-------------------------------------------------------
> Interesting that no one is doing any risk
> adjustments here. Anyone here have the charter?

Charter holder since 05.

YTD, Alpha of 13 %....

But frankly, I usually don't look at the volatility unless my alpha is down to the low single digit. I mentally convince myself that I am playing with the house money already. Of course, a no-no by the behavioral finance..

former

yeah, who calculates their portfolio volatility so they can adjust? not me

lunarfollies

bchadwick Wrote:
-------------------------------------------------------
> Interesting that no one is doing any risk
> adjustments here. Anyone here have the charter?


I was thinking the same thing as I read these numbers. I'm basically in line with the broad market in terms of risk and return. My portfolio is boring.

neil1234

Interesting that no one is doing any risk adjustments here. Anyone here have the charter?

troymo

Umm... about 10%? Somewhere around where the general stock market is...

Iginla2010

Up 8.55% for the year in my personal account. Holding FCX, CLMT, MO, MRK, and AHS. Haven't really been watching it as closely as I should because of studying for Level II. Although need to make some decisions before QE2 ends in June.

hassan

We're up about 4% right now. We're running at about 5% annualized volatility, so probably I need to lever up. April 29th, we were up about 7.5% on the year and feeling good. May has been brutal, since we had a fair amount of commodity exposure (not silver, though).

NakedPuts2011

net down, PBR, F and RDOIF are my only positions. Don't have enough time to do meaningful DD on stuff I wanna be in.

___________________________________________________
ChickenTikka Wrote:
-------------------------------------------------------
> Being Born Wealthy > Being Jewish or WASPY > Born
> Pretty > Top 5 MBA > CFA > Avg MBA > Born middle
> class > Born lower class > Born in crack house >
> Born middleclass in Asia and working in IT but
> looking to switch to buyside

jarobi04

I am down 4%. Basically moved into 50% cash starting January.