A4 Quality Returns
5587 views
Rate Now: 1 2 3 4

average rating: 3.00 / 4 ratings
Created by Andrew V
DESCRIPTION:

Date updated:10-02-2008

Investor/Trader
Style - contrarian value
or GARP investor

Currently holding the majority of my portfolio in money market. However I am starting to add some positions with moderation. For the most part being small and nimble let the prices come to you!
Cash is King when the bears are hunting.



What a market meltdown. Even in these troubled times stick with me to make big bucks
We are now experiencing a Sideways Market - very difficult to navigate through even for the so called pros!

I was up quite a bit but then gave some gains back on current holdings. However, I am clearly still beating the market.
up 5% YTD still mostly in cash even while the dollar weakens although i have some gold and oil in the portflio




Here is a sample of some of my holdings note I do not indicate the size some of which are very tiny others can be quite large.

symbol name last price % change open
  • +
  • CHKE
    Cherokee Inc.
  • $18.68
  • -0.53%
  • $18.74

Position entry 27.8 Increased the position

People owning CHKE also tend to own: ADBECLMSCMEEPAXGHLLLTCMCO

TheStreet.com Rating: C What is this?

  • +
  • AFFX
    Affymetrix
  • $5.71
  • +0.88%
  • $5.66

Position entry 9.81 Increased the position again!

People owning AFFX also tend to own: CAWCHKEMYLVCLKVLOCREEJLG

TheStreet.com Rating: D What is this?

  • +
  • CAW
    C C A Inds Inc
  • $4.3802
  • -2.88%
  • $4.53

Initial position entry 7.50 Increased the position

People owning CAW also tend to own: AFFXCHKEMYLVCLKVLOAVCIBVF

TheStreet.com Rating: C What is this?

  • +
  • MYL
    Mylan Inc.
  • $17.47
  • +0.29%
  • $17.21

Initial Entry 13.04

People owning MYL also tend to own: AFFXCAWCHKEVCLKVLOAPABAC

TheStreet.com Rating: C What is this?

  • +
  • VCLK
    Valueclick
  • $10.28
  • +0.59%
  • $10.16

Initial Entry 10.00

People owning VCLK also tend to own: AFFXCAWCHKEMYLVLOBRLERES

TheStreet.com Rating: D What is this?

  • +
  • VLO
    Valero Energy Cp
  • $17.29
  • -1.59%
  • $17.56

Position Average 37.60

People owning VLO also tend to own: APAAPCBHICHKCOPCVXDVN

TheStreet.com Rating: D+ What is this?

 

Start Price

Return Value

Start Date

CHKE 32.95 -43.31% Apr 9th
AFFX 16.30 -64.97% Apr 9th
CAW 9.00 -51.33% Apr 9th
VLO 48.00 -63.98% Aug 25th
MYL 13.44 +29.99% Aug 25th
VCLK 10.06 +2.19% Oct 2nd

Average return:

-2.97%

Success rate:

33.33%

Deleted Stocks:

WMT 47.3186 +23.86% Apr 9th
NYX 84.83 -13.78% Mar 12th
AIG 68.69 -4.28% Mar 12th
RAE 2.70 -15.56% Mar 12th
LAB 7.90 +7.72% Mar 12th
NSMG.PK 0.24 ------ Mar 12th
PCFG.OB 0.20 ------ Mar 12th
DIET 3.15 0.00% Mar 12th
EVCI 0.39 ------ Apr 4th
BBA 1.27 -100.00% Mar 12th
QFAB 1.17 ------ Mar 12th
DCU 1.9999 +1.01% Mar 12th
MGRM 1.91 ------ Mar 12th
WON 6.36 0.00% Mar 20th
STZ 20.35 +2.65% Mar 26th
FPP 1.69 -23.67% Apr 5th
PWAV 6.35 +2.52% Apr 10th
DVR 9.71 +21.32% Feb 5th
MNST 22.53 ------ Apr 15th
TSO 26.39 -37.40% Apr 15th
BSX 13.03 -12.97% Apr 22nd
OXPS 0.00 ------ Apr 22nd

Deleted Hate Stocks:

AAPL 93.65 +32.02% Apr 2nd
GOOG 456.76 +2.35% Apr 2nd
MSFT 27.851 -0.15% Apr 2nd
INTC 19.20 +0.21% Apr 2nd
DELL 23.141 +0.04% Apr 2nd

Tracking Started: 03-12-2007

01/26/2007 10:42 AM CST Asked by Robert T. Wirth
Good looking port. I like HTE as well.

01/05/2007 09:56 AM CST Asked by Andrew V
My portfolio is juiced up and ready to fly once again. I am looking to get back on track and outperform the market on a risk adjusted basis once again. Email me if you have any questions or comments!

ADD YOUR COMMENTS:

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...

11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...

11.05.09 | 12:05 PM
Squeezing the Shorts: Late Earni...

By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...

11.04.09 | 15:18 PM
Cramer's Take on Headline Stocks...

By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...

11.04.09 | 11:12 AM
more articles
Banjo's Garden Pic Thread
05.10.09 | 12:33 PM From author banjoman
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
BIOTECH
07.26.09 | 11:32 AM From author CallaLilly
more forums
today 's lists
TheStreet.com TV Videos

These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more

52-Week Highs

Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more

Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more