Posted in Performance on Nov 1st, 2008 No Comments »
Like the fighter who says “if you think I look bad, you should see the other guy,” a few hard blows have landed on the Moose Pond portfolio but we are still ahead of the broad market indices this year by slightly more than 10%.
Using the performance benchmark report in Bivio, the internal rate of [...]
Posted in Performance on Sep 20th, 2008 No Comments »
Despite the tumultuous week on Wall Street, our portfolio weathered the storm. Since the beginning of the of the year, the value of a unit share in Moose Pond Investors declined about 2% from $13.647 to $13.375. However, the overall stock market declined 13.1% for the same period (using the Wilshire 5000 index). Our internal [...]
Posted in Performance on Apr 2nd, 2007 No Comments »
For the quarter ending March 30, the Moose Pond portfolio increased in value by 2.9%. In comparison, the S&P 500 increased 0.18% for the same period. See the portfolio performance report for the quarter.
The top five advancers for the quarter were SYK (+20.8%), IFIN (+16.9%), GYI (+13.6%).,CAH (+13.4%), and JKHY (+12.7%). The laggards were AMGN [...]
Posted in Performance on Jan 1st, 2006 1 Comment »
Given the amount of effort that went into research and analysis this
year, the results for 2005 were a little disappointing. On a
cash flow basis, we finished with a very small gain. While
that is better than losing money, we did not beat either the
S&P 500 or the Russell 2000. They were up 4.9% and
4.6% respectively. On [...]
Posted in Performance on Oct 1st, 2005 No Comments »
Here are one-year price charts for the stocks in the Moose Pond portfolio and for the S&P 500 and the Russell 2000. If you click on a chart, it will take you to the Yahoo! Finance page for that stock. The charts automatically refresh each time the page is loaded. Placing [...]