OP Newsletter Category

A Mixed bag of results

In: OP Newsletter and Past Performance

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What a volatile week! Huge ups and huge downs. Russell 2000 (RUT) was the star of the week gaining over 4% for the week. All other were flat to 1% gains.
From OP’s portfolio perspective, this was a mixed week:

OPN’s August’07 income portfolio is up +14.97%. 
This week, OPN income portfolio rose +3.9% behind [...]

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This was a very hectic week and was a mixed bag of results for me personally. As I mentioned earlier that my new objective now is to generate about 6% per month consistently. Till Thursday close I was way above that for the past week, but y’day drop took away few [...]

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When I kicked-off OPNewsletter few months back I started it with the objective of 5-7% monthly returns on “invested portfolio” (it delivered consistently >+20%) and also shared portfolio allocation guidelines.
After reviewing my past 12months performance, I wanted to stretch my target. Though I have already secured over 100% returns in less than 6months time on overall capital, [...]

The week it was (+0.6%)!

In: OP Newsletter

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What a week! Most of the major markets were down. Dow closed little over -4.6%, Nasdaq almost the same, S&P500 dropped little over -5% and RUT was the hardest hit dropping over -7%. Interesting! I mentioned about black swan out of nowhere last week, though this is not black swan, but [...]

OPNewsletter: Outperformance (Jul +32.75%)

In: OP Newsletter

(for details pls visit www.OptionPundit.net)

What a roller coaster week. First both Dow and S&P500 created a record and then loses the ground. Huge movements in either direction. Google lost, but ISRG surge to new highs. IBM gained, CAT lost. A week full of wonderful events. 
 Dow closed lower -0.7%, Nasdaq also almost same range, S&P500 lost about -1.25% and RUT [...]

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OPN Performance

This assumes a $10,000 starting and fully invested capital. The current phase started when OPNewsletter was re-opened in Jan'08 for Feb'08 expiration. OPN Month is counted as 3rd Friday of each month same as US Equity option expiration day. Comparison with S&P500 or Dow is not shown as it's unfair to expect from such large institution to deliver high returns. I would rather compare with my own target.

OPN Performance (Current) - http://sheet.zoho.com

The Phase-1 assumes from May 2007 till Jan 2008 and starting fully invested capital of $10,000.

OPN Performance (Phase-1) - http://sheet.zoho.com

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OPNewsletter Waitlist

Read Customer Testimonials, Part-1, Part-2, Part-3

Performance Matters (OPN)

  • May'07 +22.3%
  • Jun'07 +33.5%
  • Jul'07 +32.7%
  • Aug'07 +17.9%
  • Sep'07 +6.9%
  • Oct'07 +57.3%
  • Nov'07 +17.1%
  • Dec'07 (Chill-out)
  • Jan'08 +14.8%
  • Feb'08 +11.6%
  • Mar'08 +16.5%
  • Apr'08 +9.2%
  • Commission included from May'08
  • May'08 +1.7%
  • Jun'08 +11.1%
  • Jul'08 +7.1%
  • Aug'08 -13.0%
  • Sep'08 +6.2%
  • Oct'08 +9.0%, only 1 Portf.
  • Nov'08 +5.0%
  • Dec'08 +15.9%
  • Jan'09 +0.4%(Open)

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