Track Record

The IPO Specialist Trading Highlights

*106% total overall return since 2008, compared to the S&P 500 return of 6%. Based on holding a portion all of the recommended trades without selling. (as of 9/26/16)
*14% return (following when to buy, and when to sell the trade) vs. S&P 500 return of 6%. *Berkshire Hathaway = 8.93%
*A trades have returned (100% win vs. loss ratio, 18 wins and 0 losses) with an average return of 24%, 71 average days in each A trade.
*B trades have returned (86% win vs. loss ratio, 6 wins and 1 loss) with an average return of 9%, 53 average days in each trade.
*C trades have returned (64% win vs. loss ratio, 29 wins and 16 losses) with an average return of 7%, 43 average days in each trade
*D trades have returned (64% win vs. loss ratio, 21 wins and 12 losses) with an average return of 7%, 48 average days in each trade
*S trades have returned (71% win vs. loss ratio, 56 wins and 23 losses) with an average return of 9%, 37 average days in each trade
*Overall 129 wins and 54 losses = (72% win ratio) on trading the IPO’s.

The IPO Specialist Trade History Highlights

  • 92% of all Category A & B trades have made money
  • 106% return when buying and holding all recommended IPO’s since 2008 vs. the S&P 500 returning 8%
  • Average Return for all A trades has been 36%
  • Beat the S&P 500 by 79%% in 2008 (IPO Specialist gained 41%, while the S&P 500 suffered its 3rd worst year ever and was down 38%)
  • All A, B, and C trades have been winning trades 87% of the time

Top 10 Best Trades

%’S SHOWN WITH $14 IN TRADING COSTS TAKEN OUT OF THE TRADE

  1. REALPAGE (RP) RETURN: 98%, DAYS IN TRADE
  2. MEAD JOHNSON (MJN) RETURN: 61%, DAYS IN TRADE: 244
  3. VISA (V) RETURN: 37%, DAYS IN TRADE: 64 DAYS
  4. CHANGYOU (CYOU) RETURN: 18%, DAYS IN TRADE: 18
  5. DOLLAR GENERAL (DG) RETURN: 17%, DAYS IN TRADE:
  1. RUE 21 (RUE) RETURN: 15%, DAYS IN TRADE: 74 DAYS
  2. TEAM HEALTH HOLDINGS LLC (TMH) RETURN: 18%, DAYS IN TRADE: DAYS
  3. CHINA LODGING GROUP LTD (HTHT) RETURN: , DAYS IN TRADE: DAYS
  4. FABRINET (FN) RETURN: , DAYS IN TRADE: DAYS
  5. FERRARRI (RACE) RETURN: , DAYS IN TRADE
Index Graph

The IPO Specialist has beaten the benchmark S&P 500 by x% each year

  • A & B trades have 100% win ratio*
  • A trades have returned 35% in an average of 125 days