iag | performance
2010-2011

See the long-term performance of last year's portfolio holdings here

 


All-Star Portfolio
Portfolio Manager: Ankit Chadha
View Trades

Company

Symbol

No. of
Shares

Latest
Price

% of Portfolio1

Market
Value

Return2

%
Return3

               
Silver Wheaton SLW 350 $22.37 5.82% $7829.5 -$3465 -30.68%
Atwood Oceanics Inc ATW 250 $49.16 9.14% $12290 $3472.5 39.38%
Clearwire CLWR -3000 $0 0% $0 $6570 100%
Chipotle CMG -15 $504.05 -5.62% $-7560.75 -$2589.3 -52.08%
Guangshen Railway Co. Ltd. GSH 400 $21.27 6.33% $8508 $2088 32.52%
Seagate Technology STX 400 $54.11 16.1% $21644 $15476 250.91%
Microsoft MSFT 200 $39.69 5.9% $7938 $2926 58.38%
Evercore Partners EVR 250 $53.1 9.88% $13275 $7635 135.37%
Kinder Morgan Energy Partners KMP 200 $77 11.46% $15400 $1684 12.28%
DST Systems DST 150 $94.32 10.52% $14148 $7750.5 121.15%
AOL AOL -450 $42.12 -14.1% $-18954 -$12636 -200%
               
Cash       44.57% $59911.20    

Total Account Value      

100.00%

$134428.95

$34428.95

34.43%

Standard and Poor's 500 Index        

$154224.57

 $54224.57

 54.22%


Outperformance        

-$19795.62

-$19795.62

 -19.79%



 


Initiative Portfolio
Portfolio Manager: Alex Z. Jiang
View Trades

Company

Symbol

No. of
Shares

Latest
Price

% of Portfolio1

Market
Value

Return2

%
Return3

               
Stillwater Mining SWC 800 $15.38 8.63% $12304 $4128 50.49%
Panera Bread PNRA 40 $169.63 4.76% $6785.2 $1120.4 19.78%
Seagate Technology STX 300 $54.11 11.38% $16233 $11496 242.69%
Rentech RTK 2500 $2.16 3.79% $5400 $1925 55.4%
Dolby DLB 150 $44.6 4.69% $6690 $2508 59.97%
               
Cash       66.76% $95242.03    

Total Account Value      

100.00%

$142654.23

$42654.23

42.65%

Standard and Poor's 500 Index        

$154224.57

 $54224.57

 54.22%


Outperformance        

-$11570.34

-$11570.34

 -11.57%



 



Notes on Calculations:

1 % of Portfolio: Percentage ratio of the market value of the asset to the total value of the portfolio.

2 Return: The difference between the cost basis and current market value of the current holdings of the portfolio at the specified date. The cost basis, however, is not explicitly displayed in any of the tables above. However, it can be calculated by subtracting the return from the current market value of the stock.

3 % Return: The percentage ratio of the return (see above) from the asset to the cost basis of the current holdings of the stock.