Happy New Year to all readers; the 6 months ending 31 December 2011 ended up being a difficult one for our portfolio, we trailed the market by 1.49%. This would be more tolerable in a market posting good gains, unfortunately it came in a market that was down 9.71% for the 6 month period. Fellow […]
Monthly Archives: December 2011
Merry Christmas, Feliz Navidad, Glædelig Jul, or whatever the ‘Seasons Greetings’are in your part of the world to readers. I write from from Fiji, and will be home to Australia in 2 days, in the meantime, the current asset values are as follows. There were a couple of sharp moves against us this week, a week […]
I am in New York City this week, what an amazing place… Update for weekending 16 December below. – Tony Hansen 18/12/11. April 1st 2011 July 1st 2011 Current Price Current Period Since Inception EGP Fund No. 1 1.00000 1.08396 1.01107 (-6.72%) 1.11% S&PASX200TR 35632.05 34200.68 31608.67 (-7.58%) (-11.29%) EGP Fund No. […]
I’m in Washington DC at the moment, it’s 11pm & I’ve just returned from watching the Washington Capitals defeat the Toronto Maple Leafs 4-2 in a fascinating game of NHL Ice-Hockey. After a Capital player scored a hat-trick and all the fans around the stadium threw their hats (I suspect retail value of almost […]
The market jumped by 7.62% this week, and unsurprisingly, we failed to keep pace. As I have been expecting for the last couple of months, the US recovery began to show very real signs of traction as the unemployment rate there fell by half a percentage point in a month. As for the optimism out […]