*I stopped tracking the model portfolio on March 31, 2011. Please check out the holdings page for a rundown of current and past positions.

As the focus of this blog has shifted towards smaller, less liquid stocks, tracking performance via a model portfolio has become increasingly difficult. Building positions in many of these stocks requires weeks or months of patient purchases, a dynamic that isn’t captured very well via the methods below.

I have decided to keep this up for historical purposes, but will be posting performance results for my general portfolio, although it will be likely that some stocks will remain a mystery due to the nature and timing of buys and sells.

Please free to contact me if you have any questions.

Current Positions

[table id=2 /]*As of March 31, 2011

Closed Positions

[table id=5 /]*As of March 31, 2011

Performance

Disclosure

This performance consists of stocks in the model portfolio.  Performance is adjusted for dividends and assumes an equal weighting for each position. I may or may not have a position in these stocks in my personal accounts.