BAM LLC Broadlands Asset Management LLC Broadlands Asset Management LLC Broadlands Asset Management LLC

About




Neil Sambhu
Operating Manager and Investment Committee Member

Who We Are

Broadlands Asset Management LLC is a Tampa Bay investment club. With the investment committee having over 25 years' worth of combined experience, you can trust Broadlands Asset Management LLC to manage your investments responsibly.

Goals

  • Make aggressive investing and high rates of return available to a broad audience, including those with relatively small investment deposits, for whom commissions would make aggressive investing strategies impossible
  • Allow those with limited investment knowledge to be a part of trades that use complex strategies
  • Keep management fees simple and easy to understand
  • Give investors flexibility in both the amount invested and time at which deposits and withdrawals take place

Past Performance

  • The investment performance figures are an estimate of aggregate portfolio performance and are updated daily.
  • Deposits and withdrawals will not artificially increase or decrease investment club performance.
  • Investment performance includes brokerage commissions and fees.
  • All rates are real and are not converted to annualized percentages.
Change Graph Size:
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The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 12.15% 2.10% 2.59% 4.46% -17.68% 18.00% 5.52% - - - - - -
Q1 Performance
9.41%		 Q2 Performance
2.50%		 Q3 Performance
-		 Q4 Performance
-
S&P 500 Index 14.95% 1.59% 5.17% 3.10% -4.16% 4.80% 3.89% - - - - - -
Q1 Performance
10.16%		 Q2 Performance
4.35%		 Q3 Performance
-		 Q4 Performance
-


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 47.51% 32.46% -13.48% 13.47% 10.76% 4.24% 7.39% 4.34% -6.71% -20.96% -9.90% 29.50% 1.90%
Q1 Performance
30.05%		 Q2 Performance
23.99%		 Q3 Performance
-23.06%		 Q4 Performance
18.91%
S&P 500 Index 24.23% 6.18% -2.61% 3.51% 1.46% 0.25% 6.47% 3.11% -1.77% -4.87% -2.20% 8.92% 4.42%
Q1 Performance
7.03%		 Q2 Performance
8.30%		 Q3 Performance
-3.65%		 Q4 Performance
11.24%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC -76.94% -11.95% -11.45% 19.82% -10.28% -40.51% -44.20% 59.36% -24.29% -53.43% 59.47% 26.95% -27.13%
Q1 Performance
-6.57%		 Q2 Performance
-70.22%		 Q3 Performance
-43.82%		 Q4 Performance
47.52%
S&P 500 Index -19.44% -5.26% -3.14% 3.58% -8.80% 0.01% -8.39% 9.11% -4.24% -9.34% 7.99% 5.38% -5.90%
Q1 Performance
-4.95%		 Q2 Performance
-16.45%		 Q3 Performance
-5.28%		 Q4 Performance
7.08%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 69.65% -4.76% 17.21% 10.32% -2.73% 3.38% 7.05% 3.59% 2.54% -5.17% 13.40% -2.21% 14.57%
Q1 Performance
23.15%		 Q2 Performance
7.64%		 Q3 Performance
0.73%		 Q4 Performance
27.05%
S&P 500 Index 26.89% -1.11% 2.61% 4.24% 5.24% 0.55% 2.22% 2.27% 2.90% -4.76% 6.91% -0.83% 4.36%
Q1 Performance
5.77%		 Q2 Performance
8.17%		 Q3 Performance
0.23%		 Q4 Performance
10.65%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC -54.60% -4.08% -16.54% -13.64% -3.59% 0.60% -1.20% -2.45% -2.89% -2.12% 6.29% -24.01% -8.50%
Q1 Performance
-30.86%		 Q2 Performance
-4.18%		 Q3 Performance
-7.28%		 Q4 Performance
-26.10%
S&P 500 Index 16.26% -0.16% -8.41% -12.51% 12.68% 4.53% 1.84% 5.51% 7.01% -3.92% -2.77% 10.75% 3.71%
Q1 Performance
-20.00%		 Q2 Performance
19.95%		 Q3 Performance
8.47%		 Q4 Performance
11.69%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 73.98% 26.37% 11.32% -1.14% 7.97% -24.33% 34.24% 3.59% -3.36% 10.21% 13.50% -3.53% -5.57%
Q1 Performance
39.08%		 Q2 Performance
9.67%		 Q3 Performance
10.33%		 Q4 Performance
3.39%
S&P 500 Index 28.87% 7.86% 2.96% 1.80% 3.95% -6.59% 6.90% 1.29% -1.81% 1.74% 2.03% 3.40% 2.86%
Q1 Performance
13.04%		 Q2 Performance
3.81%		 Q3 Performance
1.19%		 Q4 Performance
8.52%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC -27.50% 3.78% -21.98% -16.31% 11.78% 6.90% 11.22% 13.62% 8.64% -1.08% -2.62% 6.61% -36.49%
Q1 Performance
-32.23%		 Q2 Performance
32.90%		 Q3 Performance
22.11%		 Q4 Performance
-34.07%
S&P 500 Index -6.25% 5.61% -3.90% -2.69% 0.27% 2.15% 0.48% 3.61% 3.05% 0.41% -6.93% 1.77% -9.17%
Q1 Performance
-1.24%		 Q2 Performance
2.92%		 Q3 Performance
7.21%		 Q4 Performance
-13.97%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 29.58% 6.84% -7.89% 4.46% 3.55% 3.85% 2.90% -8.72% 4.00% 3.60% 2.99% 6.90% 5.21%
Q1 Performance
2.79%		 Q2 Performance
10.65%		 Q3 Performance
-1.65%		 Q4 Performance
15.84%
S&P 500 Index 19.43% 1.79% 3.73% -0.04% 0.89% 1.17% 0.46% 1.94% 0.08% 1.90% 2.22% 2.83% 0.98%
Q1 Performance
5.54%		 Q2 Performance
2.54%		 Q3 Performance
3.96%		 Q4 Performance
6.15%


The chart showing BAM Market Value series, S&P 500 Value series.

YTD Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Broadlands Asset Management LLC 31.84% - - - - - - -0.26% 11.53% 11.85% 10.71% -8.40% 4.49%
Q1 Performance
-		 Q2 Performance
-		 Q3 Performance
24.42%		 Q4 Performance
5.96%
S&P 500 Index 3.04% - - - - - - 0.05% -0.14% -0.14% -1.94% 3.43% 1.82%
Q1 Performance
-		 Q2 Performance
-		 Q3 Performance
-0.23%		 Q4 Performance
3.27%

Notes:
  • In July 2016, Broadlands Asset Management LLC switched brokerage accounts and accounting systems.
  • In October 2016, Broadlands Asset Management LLC transferred investments to a high-volume security in order to reduce volatility.


The chart showing BAM Market Value series, S&P 500 Value series.

Past performance is not indicative of future results.
© 2024 - Broadlands Asset Management LLC - Neil Sambhu