Last Year 2009, Special Situation Porfolio was overweight in Commodities-related Stocks( Read our 2009 posting). Our porfolio enjoy extremely high return compare to Global Resource Index and outperform benchmark by 15% because of some holding in Mining Sector.
I'm working on spread sheet to show all readers about my special situation porfolio in future. Low risk, outperform benchmark strategy.
Thanks!
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Once again excellent.
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