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UndervaluedSecurities.com Total Return Fund (Virtual Fund)
UndervaluedSecurities.com Total Return Fund (Virtual Fund) was launched on Wed, May 21, 2008 with initial virtual capital of $100,000. Positions may change at any time.
Investment objective:
UndervaluedSecurities.com Total Return Fund (Virtual Fund) is a long-short virtual fund focusing on undervalued securities that aims to beat the market index performance (primarily Dow Jones Industrial Average index) over the long-term adhering to Warren Buffett's and Benjamin Graham's investment principles and methodologies that favor low turnover ratio (we are long-term investors and not hyper-active traders) and margin of safety. The fund portfolio may from time-to-time hold liquid cash or cash equivalents waiting for better opportunities. It is far better to hold cash than to lose it due to poor investment decisions.
Invesment principles: click here
Things visitors/readers need to know:
- UndervaluedSecurities.com Total Return Virtual Fund ("the porfolio") is NOT intended as recommendation to the general public to buy, sell, or hold securities and therefore UndervaluedSecurities.com, its members and related parties as well as Cheetah Capital Management and its management team are NOT liable for any actions taken by the readers/users/visitors due to any information provided on the website. Please use the information provided on the site at your own risk. All contents on this site are for entertainment purpose only.
- The virtual portfolio is managed by Cheetah Capital Management. The investment manager is known as CheetahCapital on this website. CheetahCapital manages the virtual capital according to value investing philosophy that aims to beat stock market indexes (particularly Dow Jones Industrial Average Index) in the long term. Cheetah Capital Management and any of its affiliates may or may not have positions in any of the securities held in the portolio.
"If the business does well, the stock eventually follows." - Warren E. Buffett.
Virtual Fund Holding & Performance: (as of June 4, 2008, 11:00 am PST)
Today's Return +0.07%
Total Return +3.63%
Week's Return+2.33%
Total Equity $103,633.05
Month's Return +0.00%
Cash $0.00
Interest Earned: $0.00
Interest Paid: $0.00
Status: N/A
Margin: $5,381.70
Long Positions: $109,014.75
Short Positions: $0.00
Total Return +3.63%
Week's Return+2.33%
Total Equity $103,633.05
Month's Return +0.00%
Cash $0.00
Interest Earned: $0.00
Interest Paid: $0.00
Status: N/A
Margin: $5,381.70
Long Positions: $109,014.75
Short Positions: $0.00
Symbol | Qty | Type | Change | Mkt Value | Last | Cost | Gain/ | %Equity |
|---|---|---|---|---|---|---|---|---|
500 | L | +0.25 | $16,878.75 | $33.76 | $34.51 | -$376.25 | 16.29 | |
1,000 | L | +0.45 | $18,210.00 | $18.21 | $16.76 | +$1,450.00 | 17.57 | |
2,000 | L | -0.06 | $17,860.00 | $8.93 | $8.07 | +$1,720.00 | 17.23 | |
400 | L | -1.03 | $20,596.00 | $51.49 | $52.73 | -$496.00 | 19.87 | |
500 | L | +0.74 | $13,445.00 | $26.89 | $27.15 | -$130.00 | 12.97 | |
5 | L | -65.00 | $22,025.00 | $4,405.00 | $4,100.00 | +$1,525.00 | 21.25 |
As of 6/4/2008 11:00 am PST. Gain or loss is performance since the virtual fund was launched on May 21, 2008.
"The definition is simple but often forgotten: Investing is laying out money now to get more money back in the future--more money in real terms, after taking inflation into account." - Warren Buffett, Fortune, 11/22/1999
Performance history since inception (May 21, 2008 to June 3, 2008):
Date | Long Value | Short Value | Cash | Total Equity | Return |
|---|---|---|---|---|---|
5/21/08 | $104,389.00 | $0.00 | $0.00 | $99,007.30 | -0.99% |
5/22/08 | $105,408.50 | $0.00 | $0.00 | $100,026.80 | +0.03% |
5/23/08 | $105,842.00 | $0.00 | $0.00 | $100,460.30 | +0.46% |
5/24/08 | $105,842.00 | $0.00 | $0.00 | $100,460.30 | +0.46% |
5/25/08 | $105,842.00 | $0.00 | $0.00 | $100,460.30 | +0.46% |
5/26/08 | $105,842.00 | $0.00 | $0.00 | $100,460.30 | +0.46% |
5/27/08 | $106,581.00 | $0.00 | $0.00 | $101,199.30 | +1.20% |
5/28/08 | $107,501.00 | $0.00 | $0.00 | $102,119.30 | +2.12% |
5/29/08 | $108,877.00 | $0.00 | $0.00 | $103,495.30 | +3.50% |
5/30/08 | $109,694.00 | $0.00 | $0.00 | $104,312.30 | +4.31% |
5/31/08 | $109,694.00 | $0.00 | $0.00 | $104,312.30 | +4.31% |
6/01/08 | $109,694.00 | $0.00 | $0.00 | $104,312.30 | +4.31% |
6/02/08 | $108,763.00 | $0.00 | $0.00 | $103,381.30 | +3.38% |
6/03/08 | $108,938.00 | $0.00 | $0.00 | $103,556.30 | +3.56% |
Virtual Fund Updates & Transactions:
Updates will posted and published as necessary (mostly depending on transactions) on the front page as blog entries by CheetahCapital (or sometimes as ChiefEditor).
"Value investing demands sober reflection. Scarce to begin with, sober reflection gets even scarcer as bull markets progress." - John Neff
Note:
UndervaluedSecurities.com Total Return Virtual Fund's portfolio holding will be updated as necessary (depending on buy/sell decisions); The virtual fund was launched on Wed, May 21, 2008 with initial virtual capital of $100,000. Positions may change at any time.
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