Performance

TRACKING PORTFOLIO

Tracking Portfolio is intended to simulate the aggregate performance of special situation ideas posted on SSI since 2017. Each idea receives 5% allocation based on tracking portfolio value at the time. Tracking positions are opened/closed at prices indicated in the write-ups. Quick Ideas are excluded from the tracking portfolio. A full list of ideas published on SSI can be found here.

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.

 

2021 PERFORMANCE REVIEW

For SSI 2021 proved to be yet another monster year with 148 new investment ideas published and with the tracking portfolio up 50%+ for the second year in a row. We are really excited about what’s to come and ready to discover new and exciting investment opportunities.

Here are some quick stats for 2021:

  • Tracking portfolio +54% during 2021 and +550% since 2017.
  • 148 investment ideas published on SSI – 56 main and 92 quick.

Refer here for a detailed review of 2021.

This chart below illustrates a detailed breakdown of returns on individual SSI ideas that were active during 2021 and that were part of SSI tracking portfolio (i.e. quick ones are excluded). While a large part of these event-driven trades generated returns in the range of 10%-40%, keep in mind that the average holding period was just a few months or less, which translates into impressive IRRs. That’s the nature of special situation investing.

 

MONTHLY PERFORMANCE REPORTS