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XMFHelical (< 20)

Helical Portfolio Update - Getting Slowly Reinvested



November 01, 2012 – Comments (0) | RELATED TICKERS: WST , MCK

The Helical Portfolio is closing in on 2 years old now, with 22 months of returns under its belt.  The market took a breather this past month from the run it has been on since early June.  The Helical Portfolio was over weighted in cash (given hindsight) for that period and has underperformed.  With the market settling, I have begun to again cautiously nibble at some additional holdings, adding West Pharmaceuticals and McKesson


The Helical Portfolio dropped modestly in October, ending the month at $66,819.24.  Cash on 10/31 was still just over 1/3 of the portfolio at $22,587.94.  At the end of October, the Helical Portfolio including cash additions has risen with a CAGR from its introduction in 12/31/2010 of 16.9% and the IRR has been 11.3%.  These are satisfying numbers, but diminishing with time as the portfolio has been flat for months.  Year to date the portfolio is up 18.7% counting the added cash, and 9.8% without the cash. As previously noted, I added $5,000 4/10/2012 which has not been deployed to date.  Year to date IRR is 11.2%.


I’d like to redeploy more cash, but am trying to remain patient.


Helical Investor

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