Challenge Club (January 2013 Meeting)

January Meeting Highlights

The 2012 Annual Report was presented. Relative return for 2012 was +1.4%.

Unit value at the time of the meeting is $24.21 — 6.9% since inception vs. 3.3% for Wilshire 5000.

Blog link (for sharing): https://expectingalpha.com/2013/01/17/challenge-club-january-2013/

Motions, Decisions

1. A motion to buy 100 shares of Green Mountain Coffee (GMCR) failed to pass.

2. The motion to accumulate 100 additional shares of AFLAC (AFL) passed (82%).

3. The motion to accumulate 125 shares of FactSet Research (FDS) passed (94%).

4. A motion to accumulate 100 shares of Coach (COH) failed to pass. (~50%)

The dashboard at meeting end (but before January contributions):

Challenge dash 20130118

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s