Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

Longterm Portfolio Result Update (Sep 2016): 40% Returns YTD


The Long Term Portfolio is up 50% in One Year and 40% in 2016. Here's a quick summary of Company Results. First, however, the performance. We've seen some of the stocks go nuts recently. Sudarshan is up 200% in a year. Supreme Petro has doubled. Aegis Logistics has a 50% return. And there's good performance in many others too.

The "Max Underwater" indicates how much more money you would have lost, at the extreme, if you invested on a certain date. The numbers are telling. We have seen the portfolio up about 56% from last year . . .

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial