[Poll & Discussion] CofB&F members' returns for 2024 [Pre tax, and after fees, commisions etc.]

[John Hjorth]

It's this time of year!  -Let the show & show-off begin! 

 

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I've chosen a span in the poll options of 130%, materially diffferent compared to earlier years on the prior software platform for CofB&F [Simple Machines Forum], and perhaps not so fine meshed as I and perhaps others would wish, compared to earlier years' polls. It's has been a judgement call how to set it up, because of technical limitations of the number of poll options on the Envision software platform to 20. - If you may be "outside the ballpark" in the poll -, I sincerely hope it's in the positive end!

 

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Markets are now about starting to close for the year, gradually around on our planet, from this afternoon in Europe, and tomorrow USA and Canada will follow suit ... 

 

The poll is set up as anonymous, meaning voter names aren't public. The poll is set up without any closing date. Also the poll is set up as non-multiple choice, meaning you can only vote on one poll option.

 

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Please take the poll when you have your numbers ready!  -And please also feel free to post what ever you may want to share of comments about your results for 2024, that you se fit and what's on your mind about the matter, perhaps also your comments about the precision in calculations as basis for your vote etc., if any, because it is your personal decision how to do it. 

[Paarslaars]

First need to suffer through two more down days.  

[John Hjorth]

Tell me about it!, @Paarslaars!  - My stuff has been like a flattening tyre here in December!, after keeping up pretty well during the first 11 months. -  Ohh, welll!  [<- At least we have some direction indicative smileys available here on COFB&F!]

Edited December 30, 2024 by John Hjorth

[Paarslaars]

Yeah we'll see what tomorrow evening brings but it's been a roller coaster year for me.

Was down 20% in January, up 10% in June, down 25% on the 5th of August, up +/- 60% by mid November.

Now I'm up roughly 25%... barely above the S&P (24%).

 

Then again we shouldn't focus too much on the yearly performance as it means nothing.  

[Junior R]

Just now, Paarslaars said:

Yeah we'll see what tomorrow evening brings but it's been a roller coaster year for me.

Was down 20% in January, up 10% in June, down 25% on the 5th of August, up +/- 60% by mid November.

Now I'm up roughly 25%... barely above the S&P (24%).

 

Then again we shouldn't focus too much on the yearly performance as it means nothing.  

what stocks made it move like that

[Paarslaars]

Got burned on bioscience options early in the year, recovered with BTC, APO, KKR, EBAY and FFH.

In augustus everything crashed and then MSTR/Metaplanet shot up my portfolio in November together with LULU and ULTA options.

However MSTR was also the reason it went down heavily in December.

 

Going to reduce the volatility in my portfolio for 2025.

Edited December 30, 2024 by Paarslaars

[John Hjorth]

That reads devilishly hellbent, @Paarslaars !

[Xerxes]

I have to close the books for the 2024 year based on 12/27 market closure. I am travelling the last two days of December (12/30 and 31). in fact in the airport now. 
 

Will re-adjust return calculation according if needs be. though not sure if anything changes based on the last two days.  

2024 => 37.94%
2023 => 24.81%
2022 => -11.48%
2021 => 20.09%
2020 => 11.36%

 

The returns are not including crypto; and net of all cash injections. Crypto grew 96%. 

 

I have never outperformed the index by so much, made this much dollar in a given year, and this high % return at portfolio level. 
 

It was a good year. And the credit goes straight to all the people here. Too many to names. My portfolio churn is close to zero. But reading other posts and ideas helps me anchor the churn close to nil.  
 

I only sold Stelco (as I had no choice) and trimmed a bit of BIP-UN, which will go back to BN and BAM. Added mostly to existing names.  TDG was the only new addition in 2024. 

 

The Bible say 7 years of fat years are followed by 7 years of lean years. So let’s see the next few years. 

[John Hjorth]

About 25 hours after launch, the curve distribution is already there!, I wonder how much it may change in the coming days?

 

[Milu]

Did well again this year with 47% return. Last 5 years have been volatile but an enjoyable ride.

2024: +47.38%

2023: +46.72%

2022: -33.42%

2021: +21.55%

2020: +53.27%

 

5 year CAGR of 21.8%

 

[John Hjorth]

22 hours ago, Xerxes said:

I have to close the books for the 2024 year based on 12/27 market closure. I am travelling the last two days of December (12/30 and 31). in fact in the airport now. 
 

Will re-adjust return calculation according if needs be. though not sure if anything changes based on the last two days.  

2024 => 37.94%
2023 => 24.81%
2022 => -11.48%
2021 => 20.09%
2020 => 11.36%

 

The returns are not including crypto; and net of all cash injections. Crypto grew 96%. 

 

I have never outperformed the index by so much, made this much dollar in a given year, and this high % return at portfolio level. 
 

It was a good year. And the credit goes straight to all the people here. Too many to names. My portfolio churn is close to zero. But reading other posts and ideas helps me anchor the churn close to nil.  
 

I only sold Stelco (as I had no choice) and trimmed a bit of BIP-UN, which will go back to BN and BAM. Added mostly to existing names.  TDG was the only new addition in 2024. 

 

The Bible say 7 years of fat years are followed by 7 years of lean years. So let’s see the next few years. 

 

It's awesome!, @Xerxes,

 

Enjoy the rest of the holidays and your travel. We'll soon enough experience what 2025 has in the bag to us all.

[John Hjorth]

1 hour ago, Milu said:

Did well again this year with 47% return. Last 5 years have been volatile but an enjoyable ride.

2024: +47.38%

2023: +46.72%

2022: -33.42%

2021: +21.55%

2020: +53.27%

 

5 year CAGR of 21.8%

 

 

@Milu,

 

A quick and cursory view on your post, and I was thinking : 'That CAGR calculation here isen't right', untill noticing the '-' in front of the 2022 number! What happened to your portfolio in 2022, and thereby to you? [As far as I remember, I was personally up ~2 % in 2022 ...]

[boilermaker75]

24.8%, another 0.2% and I could have felt average.

[Morgan]

4 hours ago, Milu said:

Did well again this year with 47% return. Last 5 years have been volatile but an enjoyable ride.

2024: +47.38%

2023: +46.72%

2022: -33.42%

2021: +21.55%

2020: +53.27%

 

5 year CAGR of 21.8%

 

Man 2022 must have been tough. Congrats on coming back! 

[Gregmal]

Looking like low teens not counting private traded stuff and real estate. JOE was a huge dog but otherwise things were decent if not better. Standouts were eBay, the FNMA trades, Fairfax, and Hamilton Thorne.
 

Credit also goes to the margin. Being 130% long helped alleviate concentration that didn’t materialize the way it did last year. Probably my worst year in recent memory but I deserved it as I had the highest quality of life year I’ve lived and did nearly nothing in terms of work on new investments. 

[Paarslaars]

Well as you said last year Greg, evaluating based on a 1y timeframe says very little.

All things considered, low teens looks like a nice return considering your JOE position.

I am assuming you did not trade in/out of MSGS/E when they peaked?

 

I'm ending on a bit of a downer here, dipped right below the S&P on the very last trading day.

 

2013	8%
2014	25%
2015	-20%
2016	40%
2017	-26%
2018	-17%
2019	20%
2020	-5%
2021	47%
2022	-4%
2023	76%
2024	23%

 

The switch from Metaplanet to MSTR calls really killed my returns, otherwise I would have been up roughly 40%.

But oh well, the portfolio feels primed now for a banger 2025!

[Milu]

8 hours ago, John Hjorth said:

 

@Milu,

 

A quick and cursory view on your post, and I was thinking : 'That CAGR calculation here isen't right', untill noticing the '-' in front of the 2022 number! What happened to your portfolio in 2022, and thereby to you? [As far as I remember, I was personally up ~2 % in 2022 ...]

I entered 2022 with about 35% Cash and 65% Stocks (mostly tech). The stocks portion of the portfolio was down about 50% and I was gradually deploying cash to pick up bargains (Meta, Alphabet, Amzn) and set me up for future returns. I was strangely quite relaxed during the year even though everything was plummeting. I fully expect to have another couple of 30%+ drawdowns over the coming decade and it's good to know I can handle it quite calmly. In fact when things are just rocketing upwards like the market has done over past couple of years I tend to get a bit bored and lose interest in investing, then when there is panic brewing I tend to get back in the game. 

[lnofeisone]

I'm coming in at +32% for the year. The biggest dog of the year continues to be VET, but this position is shrinking due to portfolio growth. The thesis is still intact (and is improving), so I'm holding it.

 

HIFS (big rally), CPNG (lots of options activity), and NEP (more puts than shares long) were big contributors. I have two holdings that are up 100%+ but they were sized too small (SKYH warrants and Kraken Robotics (thanks to @Saluki for the latter)).

[73 Reds]

On 12/30/2024 at 9:00 AM, John Hjorth said:

It's this time of year!  -Let the show & show-off begin! 

 

- - - o 0 o - - -

 

I've chosen a span in the poll options of 130%, materially diffferent compared to earlier years on the prior software platform for CofB&F [Simple Machines Forum], and perhaps not so fine meshed as I and perhaps others would wish, compared to earlier years' polls. It's has been a judgement call how to set it up, because of technical limitations of the number of poll options on the Envision software platform to 20. - If you may be "outside the ballpark" in the poll -, I sincerely hope it's in the positive end!

 

- - - o 0 o - - -

 

Markets are now about starting to close for the year, gradually around on our planet, from this afternoon in Europe, and tomorrow USA and Canada will follow suit ... 

 

The poll is set up as anonymous, meaning voter names aren't public. The poll is set up without any closing date. Also the poll is set up as non-multiple choice, meaning you can only vote on one poll option.

 

- - - o 0 o - - -

 

Please take the poll when you have your numbers ready!  -And please also feel free to post what ever you may want to share of comments about your results for 2024, that you se fit and what's on your mind about the matter, perhaps also your comments about the precision in calculations as basis for your vote etc., if any, because it is your personal decision how to do it. 

I'm in the camp of not knowing (or really caring) about yearly numbers, mostly because most holdings are private going concerns.  What does matter is increasingly higher distributions each year for purposes of investments, gifting, etc.. and this year was up nicely.  Stock portfolio remains largely unchanged with 95+% comprised of BRK, MSFT, HD, AAPL, WMT and Fairfax - the thinking is if they're not broken why sell and pay taxes?  A few small new holdings at year end just to make things more interesting.

[LC]

41% - Fairfax and Aecon as the big contributors.

 

Detractors were oil and gas (basket of OXY, PBR, EC, IPCO, etc.)

 

Another year of thanks to everyone for their contributions to this forum- Happy new year!

[james22]

Sixty, fourth year of retirement, entirely dependent upon portfolio for income: > 120% 

[SharperDingaan]

As expected, we're in the high teens; mostly because of two big capital repatriations that went into additional houses.

 

Bad year for oil/gas, great year for crypto/related swing trades, solid UBS and dividend performances. Slowly moving forward to a primarily oil/gas and BTC portfolio, with fixed income and UBS offsetting some of the risk, and a home built algorithm that ultimately replaces me 

 

SD

[longlake95]

+33.4% no complaints. Big contributors were FFH, ATRL, GIL, HPS.a, CHRW (recently sold).

All the best to everyone for 2025.

[Blake Hampton]

I'm curious how you all go about determining your returns. Do you go into your brokerage statements and calculate the nitty-gritty gains from the investments themselves, or do you simply look at the growth from your overall wealth, say what your equity would be on a balance sheet? One seems a lot simpler than the other, but it also accounts for outside influences such as savings, etc.

[longlake95]

I have a simple spreadsheet that tracks starting value, ending value of all accounts and any contributions or withdrawals I make, captured using XIRR function. So the returns won't be exact, as the timing of dividend inflow isn't captured. It's very close - I'm not looking for GIPS compliant returns for personal use. My brokerage statement shows the returns for each account - so I can drill down by account if I want.