You wanted a positive black swan, and you report you got it, so congrats go to you. I count 60 stocks in the portfolio. One tremendous winner (more than 10x any other stock). One outstanding out of 60: INSM.
Is this a real money portfolio? Did you buy all the stocks at about the same time? And will you sell them based on a time period? That is, sell them all after holding about a year, and then repeat the buy/sell process? If you don't sell by time, then I assume you must sell (if you do sell) by price. What determines the price at which you will sell winners?
The positions don't seem to be always bought on an equal $ weight. At my glance, most buys around $16K+-, I see one under $10K though, and the winner, INSM at about $22K.
I'll assume you've got the results you say, and that it's me who's just not understanding it: There was a reverse split on INSM, with Yahoo showing the adjusted stock never trading under $4.69 (closing price) in the past year and being between $6+ and $7+ in June 2010 about when you say you established your portfolio.
finance.yahoo.com
You report you bought INSM for $1.04/sh. (with current price @ $12.12 for a gain of about $244K) |
