Disqus - Latest Comments for houstonn

Re: Market Folly Portfolio: December & 2009 Full Year Performance

houstonn — Tue, 05 Jan 2010 03:51:16 -0000

Can't wait till the 2.0 comes out!
How many funds will it include?

Re: Market Folly Custom Portfolio Ranked #1 On Alphaclone Leaderboard

houstonn — Wed, 04 Nov 2009 00:33:45 -0000

Jay,
Can't wait for your new fund group!!
Problem with Fein Group is that it has Atticus in it.... so it's probably gonna lose its edge in the future

BTW what's up with Par Capital, it's ranking 3rd !

Re: Market Folly Custom Portfolio: September Performance Update

houstonn — Sat, 03 Oct 2009 01:03:12 -0000

Hey Jay
It's always so exciting to look at Alphaclone charts!
Anyway, how's the new MF fund group coming along?
Hope to see it out soon!
Houston

Re: Market Folly Custom Portfolio Rebalanced & August 2009 Performance

houstonn — Thu, 03 Sep 2009 11:43:06 -0000

Hey Jay
So where is the highly-anticipated new alphaclone mix?
The Marketfolly fund group still shows the old trio
Can't wait to see what's new and what's out!!!
Houston

Re: Alphaclone Hedge Fund Portfolios Rebalancing This Evening

houstonn — Fri, 21 Aug 2009 10:42:05 -0000

Hey Jay
Thanks for the new fund group in advance
Let me guess... Appaloosa in the mix..?

I will keep you updated on my finding with hedge fund filings in HK... so far only Berkshire shows up... others are probably using foreign subsidiaries to invest...
Houston

Re: David Einhorn's Greenlight Capital Loads Up On S&P500 Puts (13F Filing)

houstonn — Tue, 18 Aug 2009 12:05:48 -0000

Hi Jay
The alphaclone of Greenlight is rather interesting...
Really appreciate that you've discussed how different investment vehicles may not show up on the filing

Also, international exposure is another issue with 13F cloning, wondering if we can look into other exchange's filings for clues like that. Since I am from HK, guess I will start from there!

Can't wait for your Shumway report. Thanks
Houston

Re: Market Folly Custom Portfolio Performance: July 2009

houstonn — Wed, 05 Aug 2009 23:28:08 -0000

Hey Jay
I just submitted a customer service request to Alphaclone, they replied that they will be working on it! Cool!

The thing I am worried about SH is that "daily performance tracking" problem people been mentioning....long term tracking error may be a problem with it

Re: Market Folly Custom Portfolio Performance: July 2009

houstonn — Wed, 05 Aug 2009 11:37:24 -0000

Thanks for the reply
Here's my clone of Market Folly for your reference
http://bit.ly/knv31

I am considering investing the portfolio. I was wondering how would the borrowing cost of the SPY short-sell would do to the return... what do you think?

About Witmer, I just ran into it by accident on Alphaclone. Fund is small only 4M cap. Kinda sketchy. But it surely got some money doubler

Any other hedge funds you would consider a good clone?
Thanks

Re: Market Folly Custom Portfolio Performance: July 2009

houstonn — Wed, 05 Aug 2009 04:48:39 -0000

Hi Jay
After playing with Alphaclone for a few hours, I've found 2 more hedge fund that can be thrown into the mix, Witmer Asset Management and Appaloosa. Kinda figure it's better to diversify the manager.... return is about 18% (Top 5, 50%)
I am not too familiar with hedge funds companies, so hope you could comment on them.
Also, I notice you've changed to the Top 3 Holdings now, any reason for that?
Thanks
Houston