Portfolio Performance: 43% 3-Year Compound Annual Return

Summary

  • Year-to-date through August 31, 2022, in cumulative dollars, my two portfolios are up 6.2% compared to major losses for the broader indices.
  • In my larger, flagship account, my three-year compound annual return is 43%.
  • This piece discusses market strategy and what has driven year-to-date performance.
  • Looking for a portfolio of ideas like this one? Members of Second Wind Capital get exclusive access to our model portfolio. Learn More »
Group of runners in a cross country race.

skynesher/E+ via Getty Images

If you've been paying any attention to markets then you should be well aware equity markets have been extraordinarily tricky year-to-date through September 13, 2022. In fact, on Tuesday, September 13, 2022, Mr. Market slapped us all, at least us longs, to the tune of down 4.32% for the S&P

Second Wind Capital is a value oriented investment service with a strong recent track record of exceptional outperformance. The focus is mostly small cap value, but opportunistic and open minded towards special situations. In 2020, the total return of the portfolio was +93%. In 2021, the total return of the portfolio was +55%. Year to date, through August 31st, in cumulative dollars, the two portfolios have returned 6.2%.

This article was written by

Idea generation, value investing, small caps and under the radar stocks.
A career wanderer and journeyman, with a passion for deep value and contrarian investing. I spent five years on the buy side in investment grade bonds on a team that managed $50 billion of assets, 3.5 years as an energy credit analyst for an energy company, and had multiple stints in corporate finance, most recently as a strategic financial analyst. I have an undergraduate degree in Finance (UMass Amherst) and earned an MBA (Babson College).


I actively invest my own capital and for a few family members.


Favorite quotes:


“When you are inspired by some great purpose, some extraordinary project, all your thoughts break their bonds: Your mind transcends limitations, your consciousness expands in every direction, and you find yourself in a new, great and wonderful world. Dormant forces, faculties and talents become alive, and you discover yourself to be a greater person by far than you ever dreamed yourself to be.” (Author - Patanjali)

“Tentative efforts lead to tentative outcomes. Therefore, give yourself fully to your endeavors. Decide to construct your character through excellent actions and determine to pay the price of a worthy goal. The trials you encounter will introduce you to your strengths. Remain steadfast...and one day you will build something that endures: something worthy of your potential.” (Author - Epictetus)

"Hope sees the invisible, feels the intangible, and achieves the impossible." (Author - Unknown)

"When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left, and could say, 'I used everything you gave me." (Author - Erma Bombeck)

Disclosure: I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: As referenced in the piece, I'm long TA, RGS, ORN, KIRK, CVNA, BBW, ADES, NFLX, SMLP, and about seven or eight other stocks.

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