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Island Investing

Riffs, rants, and the upside of investing from way off Wall Street


Update on Tarpon Folio Returns

Here’s how the Tarpon Folio has done from launch in late 2008 through the end of April 2010.

Keep in mind the above doesn’t reflect some tough times in the market since April ended. For my thoughts on the recent market turmoil, please read my latest Letter to Investors, which went out Saturday morning. Pleased to see that one of my expectations about Greece has already been met since then.

To find out what stocks are in the Tarpon Folio now – with one exception, as per my letter – please click here to sign up. And to find out more about the Tarpon Folio, visit my firm’s website at

Disclaimer: This performance is highly unusual and cannot be sustained. Because the portfolio contains a limited number of companies, its returns will be more volatile than a portfolio investing in a higher number of stocks. Fund inception date 11/20/2008. Returns above are as of 04/30/10. Positive returns are not guaranteed. Individual results will vary depending on market conditions and investing may cause capital loss. The performance data is “net of all fees” reflecting the deduction of advisory fees, brokerage commissions and any other client paid expenses and includes the reinvestment of capital gains. The publication of this performance data is in no way a solicitation or offer to sell securities.