Sunday, April 1, 2012

First Quarter Performance

So, the first quarter is in the books. It was a so-so quarter. Certainly plenty of my holdings did really well, but once again my policy of "enlightened sloth" came with some costs - namely missing out on some pretty impressive runs in tech names.

With two of my holdings accepting buyout bids this quarter, I'll definitely have cash to reinvest quite soon. 


Q1'12 Performance
Portfolio A - +16.9%
Portfolio B - +15.2%
Combined Portfolios - +16.3%

S&P 500 - +12.0%
Nasdaq - +18.7%
Russell 3000 - +12.3%

YTD Performance
Portfolio A - +16.9%
Portfolio B - +15.2%
Combined Portfolios - +16.3%

S&P 500 - +12.0%
Nasdaq - +18.7%
Russell 3000 - +12.3%

No comments: