mimfchal2005 results, 12/2/2005

Portfolio Name 12/2/05
#1 David $144,201.00
#2 Siddharth $128,172.00
#3 Kaspa_ETF $122,881.00
#4 Sam $121,519.00
#5 DavidOH $118,188.00
#6 FTSE100 $114,051.00
#7 Kaspa $113,600.00
#8 New Yorker $113,586.00
#9 Ram1 $112,172.00
#10 NoEd $111,525.00
#11 Who's Your Daddy $110,999.00
#12 StevenL $110,098.00
#13 Ram2 $109,936.00
#14 Marlowe $107,700.00
#15 mkusuma $106,989.00
#16 Skip/VFINX $106,929.00
#17 Sam'sDog $101,259.00
#18 Darin $100,560.00
#20 TK $100,440.00
#21 bln $93,718.00
#22 Mark $69,165.00

Portfolio Name Sharpe Ratio

#1 Sam 51.76%
#2 David 32.89%
#3 NoEd 23.21%
#4 Kaspa_ETF 21.63%
#5 Siddharth 19.91%
#6 Ram2 15.47%
#7 New Yorker 13.02%
#8 Who's Your Daddy 11.42%
#9 DavidOH 8.50%
#10 Ram1 8.47%
#11 StevenL 7.96%
#12 bln 7.39%
#13 Kaspa 7.20%
#14 TK 4.19%
#15 Marlowe 1.95%
#16 mkusuma 1.74%

Re: mimfchal2005 results, 12/2/2005

TK--you seem to be recovering from your early losses. Is this
because of strategy or just luck, or because "a rising tide lifts
all boats"?

Not all boats.

"sam grey" <> wrote in message
news:
> TK--you seem to be recovering from your early losses. Is this
> because of strategy or just luck, or because "a rising tide lifts
> all boats"?

#22 Mark $69,165.00

Re: mimfchal2005 results, 12/2/2005

"sam grey" <> wrote in message
news:
> TK--you seem to be recovering from your early losses. Is this
> because of strategy,
>
That's right, I knew all along that amzn will rally at the year end. LOL!
I'd have some basis to claim it's the strategy if I performed consistently
well, week in week out. But my risk-relative numbers will testify to the
opposite even if I finish at the top. But then, I could claim that I knew
about the year end rally, and that the year-end result is all that matters
since this is an yearly contest. Grrr....

Re: mimfchal2005 results, 12/2/2005

TK Sung wrote:
> "sam grey" <> wrote in message
> news:
>
>>TK--you seem to be recovering from your early losses. Is this
>>because of strategy,
>>
>
> That's right, I knew all along that amzn will rally at the year end. LOL!
> I'd have some basis to claim it's the strategy if I performed consistently
> well, week in week out. But my risk-relative numbers will testify to the
> opposite even if I finish at the top. But then, I could claim that I knew
> about the year end rally, and that the year-end result is all that matters
> since this is an yearly contest. Grrr....
>
>
A large part of the AMZN rally is because of its addition to the S&P500. So you
could attribute some of your recovery to plain old luck :)

Re: mimfchal2005 results, 12/2/2005

I have to update my mimfchal portfolio to reflect the ASVIX
distribution and subsequent NAV drop. I don't suppose there's a way to
get Yahoo portfolio manager to do it for you automatically or with
minimum fuss?