2022 Investments
Due to the uncertainty of Covid-19 influence on the American economy in conjunction with benchmark market capitalization values, no investments are planned for 2022. Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year depending on …
2023 Master’s Portfolio Investments
TICKER BOUGHT SOLDGAIN(LOSS)TIME STAMPINCY$68.262023-05-02, 09:30:02INCY$70.022023-05-02, 13:53:35INCY$61.76 (10.2%)2023-05-30, 15:33:55TROW 07JUL23 108 C$3.10 2023-05-31, 15:18:04TROW 07JUL23 108 C$4.3641%2023-06-30, 12:55:46MRNA$133.52 2023-05-02, 09:30:02MRNA$128.38 (3.8%)2023-05-30, 15:28:55TROW$106.022023-05-02, 13:30:35TROW$108.642023-05-30, 15:58:25WRB$59.562023-05-02, 09:30:00WRB$56.88 (4.5%)2023-05-30, 15:31:56TROW 15DEC23 110 C$8.262023-05-31, 15:30:05TROW 17JAN25 110 C$14.662023-05-31, 15:25:12 Investment results may vary from year …
2023 Investments
TICKERBOUGHTSOLDGAIN (LOSS)TIME STAMPTROW$106.042023-05-02TROW Fund results unaudited. Investment results may vary from year to year depending on market conditions. Excludes dividends, fund fees.
Hedge Fund Returns
Average Hedge Fund Returns and The Returns of Top Hedge Funds Top hedge fund returns grow much faster than average hedge fund returns Click here to check Winvest's hedge fund returns for the years 2016-2020, beating the S&P 500 by …
Financial Advisor Seattle
Washington State Financial Advisor Requirements A financial advisor Seattle must meet minimum state and federal laws. Located on Seattle's Eastside in Bellevue, Winvest is made for performance. Investment advisor firms must have certain basic requirements met. Firms managing less than …
How Often Should You Rebalance Your Portfolio?
What Are Your Preferences and Orientations? There's many answers to the question: How often should you rebalance your portfolio? If you ask asset manager Renaissance Technologies, their answer would be often—perhaps even more than once-a-day. If you ask the Baupost …
Hedge Fund Manager
Warren Buffett, a former hedge fund manager at the Buffett Partnerships, '56–'69 What Is a Hedge Fund Manager? A hedge fund manager is a special type of investment manager for people and businesses in the premium market for investment management. …
Associate’s Portfolio Investments 2016-2020
S&P 500 Jan 27, 2016 – January 31, 2020 +71.51% return Non-compounded rate of return (investment gains are withdrawn out of fund after each holding period and not reinvested in the subsequent investment period). Accumulative gross fund returns '16-'20 +143.7%. …
2021 Investments
Due to the influence of Covid-19 and its variants on the American economy in conjunction with benchmark market capitalization values, no investments are planned for 2021. Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year …
Will The Stock Market Crash?
Will the stock market crash? Probably so is the short answer. Data indicates the stock market is in dangerous territory as of Friday, August 8, 2020. Is the stock market a bubble ready to burst just as it did in …
Why Invest In a Hedge Fund?
One simple fact explains it all, the top hedge funds are where all the best performing risk-adjusted returns in the stock market have come from. Here's the numbers and facts. Why invest in a hedge fund? Because the Baupost Group, …
2020 Investments
On July 31st, 2019, Winvest divested from the stock market following the day's Federal Reserve announcement for the federal funds rate and benchmark market capitalization valuation concerns. Fund results actual, pre-Inc, and unaudited. Investment results may vary from year to …
2019 Investments
Jan 31, 2019 – July 31, 2019 S&P 500 +12.68% Price BEN +18.91% IPGP +4.63% GOOGL +5.57% +9.7 % mean return. Nearest dollar rounding. Excluding dividend payments. Excluding fund fees. On March 18th, 2019, on market close, GOOGL …
2018 Investments
Jan 23, 2018 – Jan 17, 2019 S&P 500 -7% Price FL + 12 % 6% return. Nearest whole percent rounding. Excluding dividend payments. Excluding fund fees. Note: In the rare event of a …
2017 Investments
Feb 3, 2017 – Nov 28, 2017 S&P 500 + 15% Price GOOGL + 29 % GOOG …
2016 Investments
Jan 27, 2016 – Jan 25, 2017 S&P 500 +20% Price DHI + 16% BEN + 27% LRCX …
Hedge Fund vs Mutual Fund, What Are the Differences?
What is a Hedge Fund? Understanding all the differences between the hedge fund vs mutual fund can be confusing, let's take a look at what makes them different. A simple definition of the hedge fund is: a collection of money …