Sunday, September 26, 2010

Review of current positions & portfolio performance

Let's review the current positions in the portfolio and the performance of each of them. I updated the stop losses on all my positions. The new level of the stop loss is visible on the chart of each stock below.

For the "Agricultural tracker" DBA (PowerShares DB Agriculture Fund ETF), I entered at a price of $25.99 on November 24, 2009. See my post of November 22, 2009 on investing in agriculture. The price is currently at $27.9, generating a performance of +7.3% in 10 months.
 I raise my stop loss from $20.0 to $26.5.



For the "Gold tracker" GLD (SPDR Gold Trust), I entered at a price of $115.2 on July 30 of this year. Current price is at $126.69, which means a performance of +10% in 2 months. I raise my stop from $111 to $120.5.

For the "Sugar tracker" SGG (iPath Dow Jones-UBS Sugar Total Return Sub-Index ETN), I entered at a price of $43.2 on June 11 of this year. See my post of June 8 on sugar. Current price stands at $71.20, generating a return of +64.8% in 3.5 months. I raise my stop from $48 to $60.
The price of sugar, as well as other soft agricultural commodities (coffee, cotton, rice, corn, wheat, soybeans), has increased a lot in the last 3 months.



For the gold and silver mine CDE (Coeur D'Alene Mines Corp), I entered at a price of $15.8 on May 19, 2010. Currently the price stands at $19.61. Return: +24.1% in 4 months. I raise my stop loss from $14.0 to $18.5.

For CAF (Morgan Stanley China A Share Fund), my entry price was $29.38 on August 17, 2010. Current price is at $28.49, generating a loss of 3% in 1 month. I raise my stop loss from $22 to $26.5.


As of today, I reach an overall portfolio performance of +7.4% year-to-date.

Let's benchmark this performance with the S&P500 index: this index a made a performance of +3.01% year-to-date.


On the table hereafter is a recap of open positions and the revised stop loss levels highlighted in yellow.

Monday, September 13, 2010

Portfolio performance


Performance of my portfolio as of today:

Return in 2010 (year-to-date): +4.7%
Return since portfolio inception on April 10, 2009 (17 months ago): +21.3%