Performance – April 2023

SSI tracking portfolio is down -0.8% in April 2023. A detailed performance breakdown is provided below.

Summary of SSI activity during the month:

  • Portfolio Ideas – 2 New Portfolio ideas were posted.
  • Quick Pitches – 10 new Quick Pitches were covered in our SSI weekly newsletter.
  • During April I’ve also posted an updated version of ‘Merger Arbs With Wide Spreads’, which can be found here.

Below you will find a more detailed breakdown of tracking portfolio returns by individual names as well as elaborations on names exited during the month.

 

TRACKING PORTFOLIO -0.8% IN APRIL AND +1.7% YTD

Disclaimer: These are not actual trading results. Tracking Portfolio is only an information tool to indicate the aggregate performance of special situation investments published on this website. See full disclaimer here.

The chart below depicts the returns of SSI Tracking Portfolio since the start of 2017.

april performance chart

 

PERFORMANCE SPLIT APRIL 2023

The graph below details the individual MoM performance of all SSI Portfolio ideas that were active during the month of April 2023.

april performance split

 

Archive Of Monthly Performance Reports