EPIC is a Twin Cities-based investment club based the proven NAIC principles of investing regularly, reinvesting earnings, investing in growth companies, and diversifying to reduce risk. Our Mission Statement is to double our investment every 5 years, achieving a 15% compounding annual return.
EP Investment Club Beats the Market- Again!
EP Investment Club has beaten the market for the 2nd consecutive year. 2011 was a trying year for investors still trying to recover from the losses in 2008/09 despite the continual troubles in the credit markets in the US and abroad. In all, EPIC achieved a return of 6.8% versus the S&P Index benchmark which just barely squeaked out a profit for the year.
Notable moves EPIC made this year:
- Selling MTL @25 before it plummeted (currently ~$9)
- Letting the winners run- LULU, AAPL, MO all had stellar years again for EPIC
- Cutting the losers short- Although this was our only realized loss this year VE has dropped by 33% since we exited
- Staying with the thesis- Charming Shoppes turnaround is beginning to play out
- Building positions in strong stocks on weakness- adding to BRCD, SAM, and LULU
2011 Return
2010 Return
Congratulations everyone on a great year- Let’s do it again in 2012!
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| AAPL |
512.09 | -2.7599 | -0.54% | Apple |
| BRCD |
5.77 | +0.27 | +4.91% | Brocade |
| CHRS |
5.20 | -0.02 | -0.38% | Charming |
| FAST |
51.15 | +0.305 | +0.60% | Fastenal |
| LULU |
64.83 | +0.57 | +0.89% | Lululemon |
| MO |
29.70 | +0.08 | +0.27% | Altria |
| NOC |
60.0488 | +0.1888 | +0.32% | Northrop |
| PAYX |
31.31 | 0.00 | 0.00% | Paychex |
| SAM |
103.16 | +2.95 | +2.94% | Boston Beer |
| BRK-B |
79.12 | -0.51 | -0.64% | Berkshire |
| EXAS |
8.87 | -0.02 | -0.22% | Exact Sci |
