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portefeuille (99.66)

tigerpack fund update 1

Recs

6

March 13, 2010 – Comments (27)


The price is the rounded average buying price (or selling price in the case of VMW). The VMW short position should be seen in conjunction with the EMC position. 

 

27 Comments – Post Your Own

#1) On March 13, 2010 at 8:03 AM, portefeuille (99.66) wrote:

also see this post and this post.

excluding "commission" we are currently around 2.04% "in the green".

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#2) On March 13, 2010 at 8:04 AM, portefeuille (99.66) wrote:

the table above shows the positions I am "responsible" for, by the way ...

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#3) On March 13, 2010 at 8:15 AM, portefeuille (99.66) wrote:

If we do alright as "fund managers" tigerpack apparently wants to turn this thing into a real fund.

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#4) On March 13, 2010 at 8:22 AM, portefeuille (99.66) wrote:

A position I would have added would that be allowed (we are using a "virtual portfolio" game to keep track of our trades and it will only accept stocks/funds listed in the U.S. and does not accept some OB/PK stuff) is a relatively large long position in Volkswagen preferred shares and one in Volkswagen ordinary shares (see this post). For a "real fund" I would have put maybe around a third of my share of the money into stocks I am not allowed to select currently. I might make a list of the holdings I might currently want to hold as a non-virtual fund manager ...

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#5) On March 13, 2010 at 8:31 AM, portefeuille (99.66) wrote:

You might want to listen to the webcasts by ATPG to be found here and skip through some of the presentations to be found here and ask yourself whether you hold enough ATPG shares, hehe ...

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#6) On March 13, 2010 at 8:43 AM, portefeuille (99.66) wrote:



enlarge

someone doing "technical analysis" might tell you that there is "resistance" at around $20. I liked the way the founder and CEO in yesterday's conference call suggested that ATPG might not be the right stock for someone that prefers looking at the past to looking at the future of the company.

 



enlarge

(from here (pdf))

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#7) On March 13, 2010 at 9:39 AM, portefeuille (99.66) wrote:

(from here)

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#8) On March 13, 2010 at 3:29 PM, portefeuille (99.66) wrote:

the current rally (see this post).



enlarge

 

update.



enlarge

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#9) On March 13, 2010 at 3:34 PM, portefeuille (99.66) wrote:

this rally is just so boring!

glad I don't care all that much about "the market", hehe ...

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#10) On March 14, 2010 at 12:10 PM, portefeuille (99.66) wrote:

a post on Aixtron (AIXG).

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#11) On March 20, 2010 at 2:09 AM, portefeuille (99.66) wrote:

update (using closing prices on 03/19/10).


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#12) On March 22, 2010 at 6:43 PM, portefeuille (99.66) wrote:

update.


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#13) On March 24, 2010 at 7:46 PM, portefeuille (99.66) wrote:

update.


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#14) On March 24, 2010 at 7:50 PM, portefeuille (99.66) wrote:

I reduced the ATPG position a little as we want to limit our exposure to a single stock/fund.

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#15) On March 25, 2010 at 10:55 AM, portefeuille (99.66) wrote:

update.


 

currently in the green by around $1745.64 pre commission.

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#16) On March 25, 2010 at 3:30 PM, portefeuille (99.66) wrote:

update.


 

currently in the green by around $1770.38 pre commission.

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#17) On March 25, 2010 at 4:36 PM, portefeuille (99.66) wrote:

I ended the rest of the short position in HUSA and currently don't have any short positions. I added 30 EMC shares and am now around $1397.91 in the green. I have "de-risked" my part of the portfolio somewhat today, I think, hehe ...

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#18) On March 26, 2010 at 11:46 AM, portefeuille (99.66) wrote:

update.


 

currently in the green by around $1665.36.

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#19) On March 26, 2010 at 5:11 PM, portefeuille (99.66) wrote:

update.


+ $1311.47.

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#20) On March 28, 2010 at 9:32 PM, portefeuille (99.66) wrote:

I will from now on track those positions with a separate wallstreetsurvivor.com portfolio.

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#21) On March 29, 2010 at 10:55 PM, portefeuille (99.66) wrote:

a separate wallstreetsurvivor.com portfolio.

http://www.wallstreetsurvivor.com/Public/Members/Profile/portefeuille.aspx

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#22) On March 29, 2010 at 11:09 PM, portefeuille (99.66) wrote:

#19 no changes on 03/29/10.

+ $1603.65.

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#23) On March 30, 2010 at 8:24 PM, portefeuille (99.66) wrote:

no changes on 03/30/10.

+ $1499.33.

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#24) On March 30, 2010 at 8:39 PM, Tastylunch (29.40) wrote:

isn't there a way you can autoupdate this or have a public view option so you don't have to do screenshots every time?

Just seems like a lot of work for you, Porte

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#25) On March 30, 2010 at 10:08 PM, portefeuille (99.66) wrote:

Using screenshots is okay.

I will add 190 shares of Epigenomics (ECX:GR) at the open of Xetra trading on 03/31/10.

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#26) On March 30, 2010 at 10:26 PM, portefeuille (99.66) wrote:

03/08/10 PRESEPT Academic Research Study Meets Its Primary Objective

11/10/09 German Equity Forum presentation (pdf)

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#27) On June 19, 2010 at 11:19 AM, portefeuille (99.66) wrote:

continued here.

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