Portfolio Update June 2009

Pick the best value stocks with our Stock Ranks, screening and valuation tool. Try the live demo today.

I have been hesitant to post up my portfolio performance because I didn’t want to give the impression or idea that I was recommending positions. But this site was first created to keep track and document how I analyze and deal with my investments. This also includes the area of performance.

As I shared previously on my background to investing in the markets, I started investing at the peak of the market with nowhere else to go but down. So I am pleased to say that I am finally above water from an absolute basis.

My overall goal of investing is to never finish with with an absolute loss. I’m not as concerned with annualized percentages as it doesn’t reflect the money in my account. This is where Seth Klarman’s discussion on absolute performance makes a lot of sense. You can read it in his book Margin of Safety.

Since this is the first time I’m making public my performance, the layout and structure is primitive which I’ll improve later on.

Stock Portfolio Performance

Portfolio Ending June 30, 2009


In the month of June, there was a big run up mainly from VVTV which resulted in the outperformance. I’m waiting for VVTV to become my first 10 bagger.

Overall, I’m satisfied that the effort I put into discovering and analyzing companies is paying off. Considering my first year was under very difficult conditions, a positive absolute gain in my portfolio while the overall market and funds are down is a confidence boost.

We’ll see what July brings and I’ll have an update at the end of the month.


I hold VVTV at the time of writing.

What is Old School Value?

Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.

It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.

Check out the live preview of AMZN, MSFT, BAC, AAPL and FB.

8 responses to “Portfolio Update June 2009”

  1. Ted says:

    Good job. I’d have to say though, that it’s pretty lame to talk about performance without saying what’s actually in the portfolio.

  2. Jae: congratulation! Those are excellent results and definitely something to be proud of.

    Best Wishes,
    .-= Dividends4Life´s last blog ..United Technologies Corp. (UTX) Dividend Stock Analysis =-.

  3. Congratulations… Keep it up and don’t get discouraged if things look bleak for a while…
    .-= Sivaram Velauthapillai´s last blog ..Some flaws with Japanese REITs =-.

  4. Jae Jun says:

    @ Ted,
    I left out my individual positions on purpose. Previously, I discussed with a couple of readers and they mentioned it wasn’t necessary as the disclosures and twitter updates are enough to know what I hold.

    I’ve mentioned that I hold MHH, AEO, VVTV, GGWPQ, ATW, KTII, IGOI.

    If you are interested in see what I have, send me a message. There are a handful of people that know how to access my portfolio.

  5. Jae Jun says:

    @ D4L & Sivaram

    Im figuring it wont be as rosy as the past 3 months but all the more reason to get ready for another round of buying cheap dollars.

  6. Jim says:

    Congratulations Jae, that is a fantastic return. You are doing a remarkable job of creating a legacy to pass on to your children and their children. I’m very proud of you!

  7. Jae Jun says:

    Thanks Jim,

    Now if only I can get closer to where you are at lol.

  8. Jae,

    Could you kindly tell me your current holdings are or how I can access them?

    I am an investment newbie and trying to get my feet wet without drowning!


Pick Winning Stocks and Fatten Your Portfolio