Performance

I will do a more detailed analysis of performance at year end, but let’s take a glance right now.

From my 20 horses picked at June Ocala:

1. winner of G1 American Pharoah, Get Her Number
2. winner of Sleepy Hollow Stakes at Belmont, Brooklyn Strong
3. winner of Juvenile Filly Sprint Stakes, GPW, Shea D Summer
4. winner MSW Churchill, Risky Reward
5. winner MSW Belmont, Whatmakessammyrun
6. 7 horses that have run
7. 5 horse that are working before first race
8. 1 named, but not working
9. 2 unnamed

1. Macleans Music – c – Provincial by Pulpit #303 – 4/21 – sf 92 – 6 w – 10.1 -$47 – named Mr. Cline, working at Arlington
2. Bayern – c – Jera by Jeblar #1205 -3/11 – sf 93 – 6 w – stk wn – 20.4 – $100 – named Cane Creek Road, 4th Churchill MC
3. Carpe Diem – c – All Star Heart by by Arch #716 – 3/30 -sf 115 – 3 w – 10.2 -$40 – named Starship Skywalker, not working
4. Point of Entry – f -Mountain Mambo by Mt. Livermore #162-4/18 – 99 -6w-21.1-$65 – named Avisse, 3rd in MSW at Del Mar, O’Neil
5. Mshawish – f – Rahaf by Street Cry #326 – 2/19 – unraced – 21.2 – $30 – Named Risky Reward, winner MSW at Churchill, Walsh
6. Summer Front – f – Empress of Gold by Empire Maker #997 – 2/28 -3w- 21.2 – $35 – named Shea D Summer, small stake winner at Gulfstream
7. Tapiture – f – Its Heidi’s Dance by Green Dance #1195 – 3/12 – 102 -7 – 21.2 – $17 – named Tap Dance Fever, 3rd at Delaware MC, Bennett, working at Tampa
8. Ironicus – f – Sotique by Henndssy #485 – 2/20 – sf 91 – 2nd f – 10.1- $47 – named Quick Gold, working at Tampa Bay
9. We Miss Artie – c – Reggae Rose by Touch Gold #351 – 4/19 – 104 – 4 w – 21.1- $30 – named Whatmakessammyrun, winner at Belmont, Weaver
10. Bodemeister – c – Tipsy by Kitten’s Joy #589 – 3/2 – sf 95 – 0 w -21.0 – $20 – named Bode’s Tipsy, decent 3rd in MSW at Woodbine
11. Wicked Strong – c – Riviera Chic by Medaglia de Oro #359 – 1/20 – 96 -2w -10.2 -$6 – named Brooklyn Strong, winner of small stake at Belmont
12. Macleans Music – f – Raving About You by Arch #334 – 2/4 -sf 78 – 0w-21.0 – $110 – named Midnight Choir, 4th at Belmont, Thomas
13. Street Sense – c – Raising Dakota by War Chant – #327 -4/12 – sf 93 -1w 21.2 – $20 – named Rittenhouse, working at Monmouth
14. Liam’s Map – f – Real Tizzy by Tiznow #339 – 4/9 – unraced – 2nd f – 21.4 – $25 – unamed, Zacney Racing
15. Malibu Moon – c – Dixie Song by Fusaichi Pegasus #971-4/2-unr-1w -21.1 – $200 – named Chaos Reigns, Ellis, working at SA
16. Tourist – c – Jor Jah by Street Sense #1216 – 2/13 – 93 – 0w – 10.3 – $6 – unnamed
17. Tourist – f – Joyance by Pulpit #1217 – 4/11 – 93 – 4w – 10.3 – $15 -, Mike’s Lady, 4th at Hawthorne, Reavis
18. Frosted – c – Darling Daughter by Marias Mon #944 -3/3- 98 – 4w- 10.1 – $65 – named Jeebar, bullet at Gulfstream
19. Dialed In – c – Fancier by Bernstein #1019 – 4/14 – 75 – 0w – 21.0 – $47 – named Get Her Number, winner G1 American Pharoah at Santa Anita
20. Violence – f – Pi Bella by Pioneering #258 – 4/16 – 92 – 2w – 21.2 – $125 – named Nurturing, 6th at Del Mar

Let’ compare to what West Point and Eclipse bought:

1. (WP) Jaxon Traveler – Munning’s – Listen Boy – $140,000 – winner MSW + allowance at Laurel
2. (WP) King’s Ovation – Not This Time – Karen’s Silk -$200,000 – winner MSW Churchill
3. (WP) Silver Streak – Ironicus – Pic Three Bertie – $45,000 – working at Fair Hill
4. (EC) McCovey Cove – California Chrome – Sky Glow – $200,000 – not working
5. (EC) Surplus – Fed Biz – Chestnut Moon -$47,000 – not working
6. (EC) Exact – Competitive Edge – Thisizsparta – $82,000 – 2nd at Belmont
7. (EC) Nuturing – Violence – Pi Bella – $125,000 – 6th at Del Mar
8. (EC) Dutchess of Shire – Flintshire – Anaaba – $47,000- not working
9. (EC) Cadencia – Mshawish – Tango Time – 115,000 – 2nd at Belmont

West Point and Eclipse spent $1,035,000 on 9 horses.

I spent $1,041,000 on 20 horses. You make the comparison.

If I did not write this all down, absolutely no one would believe me. This is certainly a very small sample and a very short time frame. I know from 30 years of evaluating performance numbers of portfolio managers that short-term results can be misleading.

On the other hand, Warren Buffett alway said that he had a distinct advantage of working in Omaha, rather being in the center of the Wall Street maelstrom. My picks were made without seeing the horses, or getting an advice from experts.

Myracehorse.com:

1. Storm Shooter – Twirling Candy – $180.000 – winner at Belmont
2. Thirteen Stripes – Constitution – $100,000 – working at Ellis

Ironhorse:

1. Tap Gold – Tapiture – 5th at Churchill

Donato Lani:

1. Not This Time – Business Decision – $700,000 – unnamed
2. Du Jour – Temple City – Guiltless – $280,000 – 2nd at Del Mar
3. Varda – Distorted Humor – $700,000 – winner at Del Mar
4. Tivoli Twirl – Twirking Candy – $700,00 – working at SA

Ken McPeek:

1. Surrealist – Paynter – $210,000 – 2nd at KD
2. Front Street – Street Sense – $170,000 – 2nd at KE
3. Hoisthemainsail – Mizzen Mast – $130,000 – winner MC at Churchill
4. Sweet Penelope – Anchor Down – $90,000 – working at Gulfstream
5. Forever Boss – Tapiture – $23,000 – working at Gulfstream

Pewter:

1. Mundle of Joy – Munnings – $50,000 – 4th at Parx
2. Justin Philip filly – Catch My Fancy – $40,000 – not working
3. Liam’s Warrioress – Liam’s Map – $20,000 – not working