These are significant margins. This July, Value Stock Guide Portfolio completes 7 years in the public eye. Since we just finished first half of the year 2016, I want to take this time to recap the performance of the portfolio this year and the long term record. Please note that this record was achieved starting… [Read More]
Value Stock Guide Premium Portfolio Performance Updates
Value Stock Guide portfolio was started in July 2009 and was made available in April 2011 for anyone to invest in it. We are classic value investors and we invest in businesses that we believe are undervalued by the market unfairly. Our investments tend to be long term with precise buy and sell parameters. We stay disciplined and do not concern ourselves with short term market or macro economic issues (unless it offers us an investment advantage). The VSG portfolio is long only and does not use margin or any other kind of leverage. While primary investment vehicle is equities, we may from time to time invest in debt and other derivatives, if a valuation case can be made for these investments.
The following articles journal occasional performance updates I may publish from time to time.
January 2016 VSG Portfolio and Market Update
January has come and gone this year and the investors have been left behind in a sea of red. For believers in January Effect, this can be foreboding. They say that the month of January is a barometer for how the stock market will perform through the year. This is not really true, but as… [Read More]
Up Close to 2x S&P 500 YTD–4 Month Performance Report
As of May 1, 2015 the Value Stock Guide portfolio is up 5.93% YTD compared to 3.03% returns you could have had investing in a S&P 500 index. A comparison with the most relevant benchmark shows VSG portfolio up 5.93% compared to a 2.32% return on Russell 2000 small cap index in the same period…. [Read More]
5 Years of Value Stock Guide Portfolio and Performance Record
[cta id=”8345″ align=”right”] July 23, 2009 was the inception of the Value Stock Guide portfolio. This is a misnomer, since the portfolio has existed for decades. 5 years ago today, I determined that the value investing process and my philosophy had enough time in the field to have proven itself and it was time to… [Read More]
2014 Mid Year VSG Portfolio Performance Update
2014 so far has been marked with volatility. If you have invested in large stock indexes, this volatility has largely left you untouched. However, portfolios with small and mid capitalization exposure have felt this quite tangibly. We started the year on the back of a 38% gain in the portfolio in 2013. The early part… [Read More]
VSG Premium Performance Update: February 28, 2014–Up 11.85% YTD
This year so far has proved to be excellent for the members. We did pretty well in January, taking a 6.68% points lead over SP500. February has turned out to be even better, with our lead now at 10.89%. At the end of February, the VSG Premium portfolio returned 11.85% year to date. So far… [Read More]
VSG Premium Performance Update: January 31, 2014 YTD–Up 3.22%
“As goes January, so goes the rest of the year”. If this holds true, we may be looking at a dismal year for stock market returns. Which is just as well, the bull market in the past few years had left few opportunities in the market and many of us value investors were starved for… [Read More]
