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 $19.46 5.69% $6811 -$4483.5 -39.7%
Atwood Oceanics Inc ATW 250 $30.43 6.35% $7607.5 -$1210 -13.72%
Clearwire CLWR -3000 $0 0% $0 $6570 100%
Chipotle CMG -15 $683.95 -8.57% $-10259.25 -$5287.8 -106.36%
Guangshen Railway Co. Ltd. GSH 400 $32.18 10.75% $12872 $6452 100.5%
Seagate Technology STX 400 $57.43 19.18% $22972 $16804 272.44%
Microsoft MSFT 200 $41.62 6.95% $8323 $3311 66.08%
Evercore Partners EVR 250 $48.93 10.21% $12232.5 $6592.5 116.89%
Kinder Morgan Energy Partners KMP 200 $0 0% $0 -$13716 -100%
DST Systems DST 150 $115.23 14.43% $17284.5 $10887 170.18%
AOL AOL -450 $39.95 -15.01% $-17977.5 -$11659.5 -184.54%
               
Cash       50.02% $59911.20    

Total Account Value      

100.00%

$119776.95

$19776.95

19.78%

Standard and Poor's 500 Index        

$171147.92

 $71147.92

 71.15%


Outperformance        

-$51370.97

-$51370.97

 -51.37%



 


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 $13.36 7.68% $10688 $2512 30.72%
Panera Bread PNRA 40 $182.77 5.25% $7310.8 $1646 29.06%
Seagate Technology STX 300 $57.43 12.37% $17229 $12492 263.71%
Rentech RTK 2500 $1.24 2.23% $3100 -$375 -10.79%
Dolby DLB 150 $37.73 4.06% $5659.5 $1477.5 35.33%
               
Cash       68.41% $95242.03    

Total Account Value      

100.00%

$139229.33

$39229.33

39.23%

Standard and Poor's 500 Index        

$171147.92

 $71147.92

 71.15%


Outperformance        

-$31918.59

-$31918.59

 -31.92%



 



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.