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Here is the progress of the various portfolios we have submitted to the Sunday Times Challenge since its inception.

MARCH 2009 SUBMISSION 
For this submission we decided to enter our Magic Formula method for the TOP-40, namely T40-5SH-MF2. The portfolio performance as at 2 September 2009 is below:


JUNE 2009 SUBMISSIONS
We made two submissions here, our BLUECHIP and a variation of the V-DIV (our diversified Crash Peak Recovery method) incepted on June. Since V-DIV has 9 shares we had to choose the 5 that were to go into the challenge, so this portfolio will perform differently (but hopefully with similar trends) to the V-DIV shown on the SCOREBOARD each month. Only our subscribers and the Sunday Times know which shares are part of these portfolios but we display the performances below:

We fared quite poorly againts the winners this quarter who posted 33% gains on their portfolios, but remember these strategies take 6-12 months to realise full potential. The charts above also underscore the importance of timing as in this instance we were unfortunate to have incepted portfolios that dropped immediately afterwards in line with the ALSH index. Crash-Peak is obviously highly sensitive to JSE movement and BLUECHIP less so as can be seen in the size of the drop and subsequent recoveries.


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