@Donald : This is excellent stuff, 54 % XIRR is phenomenal. However from the kind of transactions (attached excel in ur post) it seems he is able to devote enough time and portfolio is churn is quite regular .
There are no transactions during Feb-16 and Dec-16 when mkt fear was at peak. Should such extreme fear periods be avoided till one gets some clear direction where mkt is headed?
And Sir I would also request you to please update the VP Model portfolio (ValuePickr Public Portfolio) as its not been updated for quite a while.