The following is the annual letter to my investors (mainly to my wife). Please enjoy.
January 2, 2016
Astana, Kazakhstan
Dear Partner,
In 2015, the
Green Valley Fund (“GVF” or “Fund”) appreciated by +52.5% on a gross return
basis. Since the inception of the “GVF” on March 1, 2014, the Fund has
appreciated by +109% before LP related allocations.
2014 (from 03.01.14)
|
2015
|
Since Inception (03.01.14)
|
|
GVF Gross Return
|
+38.3%
|
+52.5%
|
+109%
|
S&P 500
|
+13.6%
|
-0.77%
|
Fund Performance
The 2015 has
been an interesting year in terms of asset allocation. There has definitely
been difficulties. However, the result was up to par and we achieved our goal
of 35% threshold.
Mainly the gains
were achieved by having AAPL, AMZN, NFLX and GOOGL in the portfolio. The
mentioned stocks were bought in the first part of the year and held through the
year-end. No other stocks were bought.
Major
News
In 2016, I will change my strategy from passive holding
of securities to a more active trading. Mainly, I will be trading options and
futures. And after March, I am planning to start trading stocks too. I will be regularly posting my ideas, thoughts and results here, on my blog.
Best regards.
GP - Talgat
Akhmetov
Tel: +7 (701)
218-8106
Date: January
02, 2016
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