iag | performance comparisons
2010-2011

Below you can find calculations for portfolios consisting of all IAG pitched stocks, all voted-in stocks, and all voted-out stocks. The average return of these portfolios is an interesting benchmark for our actively managed portfolios and the effectiveness of our club's voting process. Ideally, the return of our voted-in stocks should exceed that of our voted-out stocks. As well, if our actively managed portfolios exceed the return of our voted-in stocks, then our portfolio managers are doing an excellent job making trades and selecting order size, since these portfolios assume equal % weightings of each stock held from the pitch date.

 


Voted-Out Portfolio
Portfolio Manager: IAG

Company

Symbol

Pitch Date

Pitch Price

Current Price

Return

           
Tata Motors Ltd Tata Motors Lim TTM 2010-09-24 $24.27 $44 81.29%
MGM Resorts International Commo MGM 2010-10-29 $10.93 $21.3 94.88%
Tenaris S.A. American Depositar TS 2010-11-05 $44.45 $28.28 -36.38%
Carrols Restaurant Group TAST 2010-11-19 $7 $8.4 20%
Guess? GES 2011-02-04 $45.2 $18.61 -58.83%
Cliffs Natural Resources Inc Co CLF 2011-02-11 $87.51 $4.73 -94.59%
McDonald's Corporation Common S MCD 2011-02-18 $76.13 $96.96 27.36%
ARM Holdings plc ARMH 2011-03-04 $29.24 $49.4 68.95%
FLIR Systems FLIR 2011-03-25 $33.94 $31.13 -8.28%
Visa Inc. V 2011-04-29 $78.12 $65.54 -16.1%
        

Average Return      

7.83%


 


Voted-In Portfolio
Portfolio Manager: IAG

Company

Symbol

Pitch Date

Pitch Price

Current Price

Return

           
AeroVironment AVAV 2010-10-01 $22.59 $26.53 17.44%
Myriad Genetics MYGN 2010-10-15 $19.34 $35.76 84.9%
Atwood Oceanics ATW 2010-10-22 $32.51 $27.64 -14.98%
Yongye International YONG 2010-11-12 $8.31 $7.05 -15.16%
Rollins ROL 2011-02-25 $19.53 $24.53 25.6%
Amphenol Corporation Common Sto APH 2011-04-22 $54.8 $57.64 5.18%
        

Average Return      

17.16%


 


Pitched Portfolio
Portfolio Manager: IAG

Company

Symbol

Pitch Date

Pitch Price

Current Price

Return

           
Tata Motors Ltd Tata Motors Lim TTM 2010-09-24 $24.27 $44 81.29%
AeroVironment AVAV 2010-10-01 $22.59 $26.53 17.44%
Myriad Genetics MYGN 2010-10-15 $19.34 $35.76 84.9%
Atwood Oceanics ATW 2010-10-22 $32.51 $27.64 -14.98%
MGM Resorts International Commo MGM 2010-10-29 $10.93 $21.3 94.88%
Tenaris S.A. American Depositar TS 2010-11-05 $44.45 $28.28 -36.38%
Yongye International YONG 2010-11-12 $8.31 $7.05 -15.16%
Carrols Restaurant Group TAST 2010-11-19 $7 $8.4 20%
Guess? GES 2011-02-04 $45.2 $18.61 -58.83%
Cliffs Natural Resources Inc Co CLF 2011-02-11 $87.51 $4.73 -94.59%
McDonald's Corporation Common S MCD 2011-02-18 $76.13 $96.96 27.36%
Rollins ROL 2011-02-25 $19.53 $24.53 25.6%
ARM Holdings plc ARMH 2011-03-04 $29.24 $49.4 68.95%
FLIR Systems FLIR 2011-03-25 $33.94 $31.13 -8.28%
Amphenol Corporation Common Sto APH 2011-04-22 $54.8 $57.64 5.18%
Visa Inc. V 2011-04-29 $78.12 $65.54 -16.1%
        

Average Return      

11.33%