Portfolios

Test - drive our portfolios and loot the world’s money mountain with surgical precision.

Our portfolios are carefully researched so that the investment risk is cut due to the three fundamental strategies applied to our careful selection of stocks. This includes utilizing our asset-allocation model, position-sizing guideline and  trailing-stop strategy.

Dividing our portfolio in different, non-correlated assets like this - and re-balancing annually increases our annual returns and smooths out the inevitable bumps along the way.

We suggest that following our position-sizing guideline, we do not put more than 4% of your equity portfolio in any single stock.

The trailing stop provision was instituted as a measure of protecting profits and preserving capital in volatile markets. We adjust your trailing stops as often as we'd normally check our portfolio, but note that we may want to check them more frequently in a highly volatile market.

In short, everything we do - asset allocation, trailing stops, position-sizing and stock selection - is done with an eye to not only maximizing your returns, but also limiting your risk. 

The Bull Ride Portfolio (US Stock Exchanges) in US$

Name

Symbol

Rec. Date

Rec. Price


27/08/2011

Gain%

American Greetings Corporation

AM

10/07/2009

11.48


19.59

70.64%

Atlas Air Worldwide Holdings

AAWW

10/07/2009

21.40

45.39

112.12%

Compania de Minas Buenaventura SA

BVN

10/07/2009

21.60

40.47

87.36%

Hi-Tech Pharmacal Co., Inc.

HITK

10/07/2009

9.78

17.90

83.03%


Shanghai High Noon (Shanghai Stock Exchange
) in CNY

Name

Symbol

Rec. Date

Rec. Price

26/08/2010

Gain%

JIANGSU CHANGJIANG

600584

04/09/2009

4.80

13.33

177.71%


HUAFANG TEXTILE

600273

04/09/2009


5.18

13.27

181.66%

GUANGXI WUZHOU

600252

04/09/2009

16.10

37.78

134.66%

STAR LAKE BIOSCIENCE

600866

04/09/2009

6.58

12.00

82.37%

TDG HOLDING CO.

600330

04/09/2009

4.39

9.31

112.07%


Bombay Stock Exchange Portfolio in Indian rupees

Name

Symbol

Rec. Date

Rec. Price

08/09/2010

Gain%          

SPICEJET LTD.

 500285

 08/05/2010

53.95

 75.70

 40%

NAVNEET PUBLICATIONS (INDIA) LTD.

 

508989

 

08/05/2010

 

51.60

 

62.50

 

21%

PRRANETA INDUSTRIES LTD.

531611

08/05/2010

35.25 

57.80

64%

PETRONET LNG

532522

08/05/2010

81.25

114.00

40%

  TILKFIN
 503663 06/05/2011 41.07 195.34 
      



HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.