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 $26.69 6.72% $9341.5 -$1953 -17.29%
Atwood Oceanics Inc ATW 250 $49.07 8.83% $12267.5 $3450 39.13%
Clearwire CLWR -3000 $0 0% $0 $6570 100%
Chipotle CMG -15 $674.36 -7.28% $-10115.4 -$5143.95 -103.47%
Guangshen Railway Co. Ltd. GSH 400 $19.8 5.7% $7920 $1500 23.36%
Seagate Technology STX 400 $59.39 17.09% $23756 $17588 285.15%
Microsoft MSFT 200 $43.89 6.32% $8777 $3765 75.14%
Evercore Partners EVR 250 $56.77 10.21% $14192.5 $8552.5 151.64%
Kinder Morgan Energy Partners KMP 200 $81.89 11.78% $16378 $2662 19.41%
DST Systems DST 150 $92.39 9.97% $13858.5 $7461 116.62%
AOL AOL -450 $38.46 -12.45% $-17307 -$10989 -173.93%
               
Cash       43.11% $59911.20    

Total Account Value      

100.00%

$138979.8

$38979.8

38.98%

Standard and Poor's 500 Index        

$162000.81

 $62000.81

 62%


Outperformance        

-$23021.01

-$23021.01

 -23.02%



 


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 $19.21 10.48% $15368 $7192 87.96%
Panera Bread PNRA 40 $146.62 4% $5864.8 $200 3.53%
Seagate Technology STX 300 $59.39 12.15% $17817 $13080 276.12%
Rentech RTK 2500 $2.25 3.84% $5625 $2150 61.87%
Dolby DLB 150 $44.84 4.59% $6726 $2544 60.83%
               
Cash       64.95% $95242.03    

Total Account Value      

100.00%

$146642.83

$46642.83

46.64%

Standard and Poor's 500 Index        

$162000.81

 $62000.81

 62%


Outperformance        

-$15357.98

-$15357.98

 -15.36%



 



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.