How is Idan and Tze’s FE Alerts&Analytics $1 million Portfolio Performing YTD?

With the Memorial Holiday approaching, all of our open positions are closed today. We launched FocalEquity Alerts&Analytics on March 16th, 2010. As of today, we have been running our service for 71 days. We closed all of our 42 trades as of today. We have 7 trades at a loss and 35 trades at a gain, making our success rate at 83.33%.

Our original $1 million portfolio after close to 100% turnover and net transaction cost is now sitting at $1,041,637.34. Thus, the real return on our portfolio so far is 4.16% YTD in 71 days makingĀ  our annualized return at 21.386%. We are certain that there are many traders/investors out there that are doing much better than this but what we are proud of is really the discipline and proven investment model that we follow, making our success rate consistent and volatility of our portfolio very controlled.

The 42 positions we closed are listed below:


If you want to become our subscribers and follow and execute our future trades in real time, please consider joining our service FocalEquity Alerts&Analytics. We need your support and testimonials to build our brand name investment service.

About FocalEquity

Sun Tze is one of the founders of FocalEquity.com. After going through multiple transitions, Tze, Charlie Cheng and their new team are bringing new changes and features to the new FocalEquity.com in 2011. Tze is specialized in financial modeling and has a masters degree in Finance.