iag | performance
2010-2011
See the long-term performance of last year's portfolio holdings here
|
All-Star Portfolio
Portfolio Manager: Ankit Chadha
View Trades
|
Company |
Symbol |
No. of
Shares |
Latest
Price |
% of Portfolio1 |
Market
Value |
Return2 |
%
Return3 |
| |
|
|
|
|
|
|
|
| Silver Wheaton |
SLW |
350 |
$35.61 |
10.32% |
$12463.15 |
$1168.65 |
10.35% |
| Atwood Oceanics Inc |
ATW |
250 |
$48.58 |
10.06% |
$12145 |
$3327.5 |
37.74% |
| Clearwire |
CLWR |
-3000 |
$2.15 |
-5.33% |
$-6435 |
$135 |
1.83% |
| Chipotle |
CMG |
-15 |
$378 |
-4.7% |
$-5670 |
-$698.55 |
-14.05% |
| Guangshen Railway Co. Ltd. |
GSH |
400 |
$19.21 |
6.36% |
$7684 |
$1264 |
19.69% |
| Seagate Technology |
STX |
400 |
$26.07 |
8.64% |
$10428 |
$4260 |
69.07% |
| Microsoft |
MSFT |
200 |
$30.58 |
5.07% |
$6115 |
$1103 |
22.03% |
| Evercore Partners |
EVR |
250 |
$27.94 |
5.79% |
$6985 |
$1345 |
23.85% |
| Kinder Morgan Energy Partners |
KMP |
200 |
$88.58 |
14.67% |
$17716 |
$4000 |
29.16% |
| DST Systems |
DST |
150 |
$52.07 |
6.47% |
$7810.5 |
$1413 |
22.09% |
| AOL |
AOL |
-450 |
$18.72 |
-6.98% |
$-8424 |
-$2106 |
-33.33% |
| |
|
|
|
|
|
|
|
| Cash |
|
|
|
49.62% |
$59911.20 |
|
|
|
| Total Account Value |
|
|
|
100.00% |
$120728.85 |
$20728.85 |
20.73% |
| Standard and Poor's 500 Index |
|
|
|
|
$111109.88 |
$11109.88 |
11.11% |
|
| Outperformance |
|
|
|
|
$9618.97 |
$9618.97 |
9.62% |
|
|
|
Initiative Portfolio
Portfolio Manager: Alex Z. Jiang
View Trades
|
Company |
Symbol |
No. of
Shares |
Latest
Price |
% of Portfolio1 |
Market
Value |
Return2 |
%
Return3 |
| |
|
|
|
|
|
|
|
| Stillwater Mining |
SWC |
800 |
$13.28 |
8.19% |
$10624.4 |
$2448.4 |
29.94% |
| Panera Bread |
PNRA |
40 |
$151.83 |
4.68% |
$6073.2 |
$408.4 |
7.21% |
| Seagate Technology |
STX |
300 |
$26.07 |
6.03% |
$7821 |
$3084 |
65.1% |
| Rentech |
RTK |
2500 |
$1.76 |
3.39% |
$4400 |
$925 |
26.62% |
| Dolby |
DLB |
150 |
$37.58 |
4.34% |
$5637 |
$1455 |
34.79% |
| |
|
|
|
|
|
|
|
| Cash |
|
|
|
73.38% |
$95242.03 |
|
|
|
| Total Account Value |
|
|
|
100.00% |
$129797.63 |
$29797.63 |
29.8% |
| Standard and Poor's 500 Index |
|
|
|
|
$111109.88 |
$11109.88 |
11.11% |
|
| Outperformance |
|
|
|
|
$18687.75 |
$18687.75 |
18.69% |
|
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Notes on Calculations:
1
% of Portfolio: Percentage ratio of the market value of the asset to the total value of the portfolio.
2
Return: The difference between the cost basis and current market value of the current holdings of the portfolio at the specified date. The cost basis, however, is not explicitly displayed in any of the tables above. However, it can be calculated by subtracting the return from the current market value of the stock.
3
% Return: The percentage ratio of the return (see above) from the asset to the cost basis of the current holdings of the stock.
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