Model Portfolios
Tin Cup Demonstration Portfolio (September 2021) by Mark Robertson Sep 01, 2021
Trimming and Nudging Quality and Return Forecast ...
Tin Cup Demonstration Portfolio (August 2021) by Mark Robertson Aug 05, 2021
Tin Cup surged back above $4 million, checking in at $4,067,180 at the end of July. The 5-year rate of return is now 21.0% versus 14.5% for the Value Line Arithmetic Average.
Tin Cup Demonstration Portfolio (July 2021) by Mark Robertson Jul 01, 2021
A slight swoon in June does nothing to dampen our Tin Cup spirits. EPAM is nominated for the Up, Straight and Parallel tapestry.
Tin Cup Demonstration Portfolio (June 2021) by Mark Robertson Jun 01, 2021
16% Rate of Return Since Inception (January 1995)! SWEET!
Tin Cup Demonstration Portfolio (May 2021) by Mark Robertson May 01, 2021
The million dollar milestones have started to come with almost alarming frequency. It's the type of "alarm" that is a most pleasant experience for long-term investors.
Tin Cup Demonstration Portfolio (April 2021) by Mark Robertson Apr 01, 2021
Tin Cup surged to $3,854,819 continuing the advance (read surge) of the last several months. Rate of return since inception is now 15.3%.
Tin Cup Demonstration Portfolio (February 2021) by Mark Robertson Feb 01, 2021
Got Milk? Gimme (More) Shelter. The trailing 5-year rate of return for the demonstration portfolio checks in at 19.8% as the long term relative return is now five percentage points. This month we accumulate a2 Milk (ACOPF) and M.D.C. Holdings (MDC).
Tin Cup Demonstration Portfolio (November 2020) by Mark Robertson Nov 01, 2020
$3,000,000 Moment for Tin Cup. Celebrating gains in companies like BioSpecifics Tech (BSTC) and recording an all-time record for monthly transactions as the portfolio is better balanced and looking forward. All-time rate of return since inception (1994) stands at 14.5%
Tin Cup Demonstration Portfolio (October 2020) by Mark Robertson Oct 01, 2020
A Pause Before Pressing On? We continue to restore overall portfolio return forecast (PAR) to target levels. It's a work in progress ...
Tin Cup Demonstration Portfolio (September 2020) by Mark Robertson Sep 01, 2020
Breaking Breathtaking. Tin Cup surged to $2,760,485 following a nosebleed-inducing climb from the March lows. The rate of return since inception is now 14.1%. Trim Booking (BKNG) and buy British American Tobacco (BTI).
Tin Cup Demonstration Portfolio (August 2020) by Mark Robertson Aug 01, 2020
Goosing Returns and Banking On A Couple of Banks. Polaris sold after amazing surge over last few months and First Financial (FFIN) and Great Southern Bancorp (GSBC) establish Ken and Mark's Run For The Roses.
Tin Cup Demonstration Portfolio (June 2020) by Mark Robertson Jun 01, 2020
Following in Round Table Portfolio-Centered footsteps, CVS Health *CVS), Simulations Plus (SLP) and Alliance Data Systems (ADS) were sold. New positions started in Abbvie (ABBV) and EPAM Systems (EPAM). Shares accumulated in Air Lease (AL), Schwab (SCHW), Align Technology (ALGN), and Jazz Pharma (JAZZ).
Tin Cup Demonstration Portfolio (April 2020) by Mark Robertson Apr 01, 2020
March 2020 ranks as one of the most challenging months in decades for Tin Cup. Boosting the overall portfolio PAR versus the median market forecast becomes Job One while we're sheltering ...
Tin Cup Demonstration Portfolio (January 2020) by Mark Robertson Jan 01, 2020
Not all Decembers are created equal. Think back to the carnage from December 2018. From the stock market low on Christmas Eve 2018 ... Tin Cup has gained 37.5% since hearing the bells on that unsettling Christmas Eve. Accumulate Google (GOOG).
Tin Cup Demonstration Portfolio (November 2019) by Mark Robertson Nov 01, 2019
Tin Cup has now regained 22.4% over the trailing 10 months ... outpacing the Wilshire 5000.
Tin Cup Demonstration Portfolio (August 2019) by Mark Robertson Aug 01, 2019
Tin Cup advanced +5.5% during July 2019. Charles Schwab (SCHW) was accumulated.
Tin Cup Demonstration Portfolio (July 2019) by Mark Robertson Jul 01, 2019
"Two Out Of Three Ain't Bad." -- Meat Loaf. After a choppy 3-month run, June turns in one of the best months ever for Tin Cup. This month we set Qualcomm free, accumulate Air Lease and purchase Charles Schwab and Align Technology.
Tin Cup Demonstration Portfolio (June 2019) by Mark Robertson Jun 01, 2019
April was sweet. May was the opposite. April showers didn't bring May flowers ... more like sludge. On the bright side, we get more ice cream ...
Tin Cup Demonstration Portfolio (May 2019) by Mark Robertson May 01, 2019
It's Blind Side all over again as Qualcomm considerably bolsters the Tin Cup portfolio during April.
Tin Cup Demonstration Portfolio (April 2019) by Mark Robertson Apr 01, 2019
The stock market trauma seems to have abated as the portfolio continued its gains since Christmas Eve and the portfolio total assets now hover closer to the $2,000,000 level. Tin Cup has an annualized total return of 14.7% since March 2009. What are some of the strongest contributors over the last ten years?
Tin Cup Demonstration Portfolio (March 2019) by Mark Robertson Mar 01, 2019
Un-Healthy Uncertainty. The blending of CVS Health and Aetna delivers considerable turbulence during February. Shares of Booking (BKNG) are accumulated. The long term rate of return is 13.2% for Tin Cup.
Tin Cup Demonstration Portfolio (February 2019) by Mark Robertson Feb 01, 2019
Tin Cup snapped back to approach $2,000,000 as January 2019 checked out as the best first month of the year since 1987. Yes, Virginia, since October, this has been a YoYo “Walk-The-Dog” market.
Tin Cup Demonstration Portfolio (January 2019) by Mark Robertson Jan 01, 2019
A December To Remember. Bear markets come and go but after the devastation that was the 4th quarter of 2018, we're reminded of the dismal days of 2008-2009 and the prosperous years that followed. This month we accumulate Solomon Select feature Air Lease (AL).
Tin Cup Demonstration Portfolio (December 2018) by Mark Robertson Dec 01, 2018
Tin Cup had a much better month. The progress restored during November was a welcome relief to the gruesome angst of an October to forget. Total assets soared at month-end to make the last (12) months -- as challenging as they’ve been -- a little more palatable. We note that the year-over-year gain is still $79,932 during a most difficult general stock market.
Tin Cup Demonstration Portfolio (November 2018) by Mark Robertson Nov 01, 2018
We’d been thrilled with the steady gains of the last 14-15 months and probably should have remained silent and satisfied. Because we jinxed Tin Cup. After over a year of market-beating performance, October was frightfully cruel to the Tin Cup total assets balance as the worst one month swoon since the inception of the model portfolio ...