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TDIMG Strategy: November Performance +5.5%

December 1, 2008

The Disciplined Investor Managed Growth Strategy was opened for new deposits on 7/1/08. Since then, we have been working on the main objective which is simply performance with a healthy level of downside protection.

Below are the monthly and cumulative returns from 7/1/08 – 11/30/08.

For more information on this and other strategies, please visit the 14 minute virtual tour HERE

Click on charts to enlarge

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* Please note that this performance is for a fully invested portfolio and may show a different rate of return and value than your portfolio depending on the initial funding date. All returns are NET of transaction and management fees. Returns assume an initial deposit into a non-retirement/qualified account of $100,000 on 7/1/08.

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Written by Andrew Horowitz · Filed Under Markets, PERFORMANCE, Stocks, Strategy 

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3 Responses to “TDIMG Strategy: November Performance +5.5%”

  1. Bob R. on December 1st, 2008 1:21 pm

    Andrew,

    First off, thank you for the daily education you provide. I’m a newly active investor, and am wondering how you know when to sell. Obviously from the graphs above versus my results, I’m not applying all the information you provide in a timely fashion. Any advice/reading materials would be helpful. I’m currently reading your book, but have not gotten to the point where/if you go over this.

    Thanks,
    -Bob

  2. Jonathan Lawson on December 1st, 2008 5:28 pm

    Congrats Andrew,
    this market is simply ridiculous. I was building up on the short side on Wed and Fri last week, so today was great for the portfolio. But it is just a stupid market.

    To be profitable you are obviously doing great work. Wait until the market gets to an extreme, the place where you want to establish a position, and plan a stop loss point… don’t enter and wait for it to get to your stop, and THEN establish a position.

    We are in Crazy town: Moves for 1yr, only take 1 day… over and over and over….
    SPX down 80pts (10%)
    DJI down 670pts (8%)
    30yr bond up 5pts

    These are just insane moves…every single day….

  3. Shawn on December 1st, 2008 11:40 pm

    Bob that is tough for me as well. It gets easier when I enter a position with a plan. Use whatever analysis you use to enter but make sure you are willing to lose some money. Get out if what you expected to happen didn’t. I’m not sure if Horowitz would say this the same way, but I bet if you went to MSN strategy lab and read all of the journal entries he has made you would understand his perspective.

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