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

[John Hjorth]

It's true, Greg [ @Gregmal ],

 

It really does not make much sense to put too much into it. The calendar year related to a given investment is totally meaningless in the majority of cases.

 

Then there is also the definitions of returns for asset classes, in which certain board members are involved : Privately held businesses and privately held real estate. Alone measuring returns on publicly traded stock is a disipline of it self.

 

Then there is risk, and the measurement and perception of risk related to a given investment, and compared to personal risk tolerance.

 

So votes in the attached poll aren't much worth, however what CofB&F members post in this topic provides great insights to other members way of thinking and modus operandi, and therein lies the value of this topic on a yearly basis.

 

Posting in this topic calls for personal reflexion.

[aws]

I finally decided to do the math, and my returns came out to +26.9% for the year. That’s pretty much in line with the indices and, based on poll responses, seems to be a common result for the forum as well. This makes sense since I’ve put a lot of my investments on autopilot by DCA into the indices.

 

When it comes to picking individual stocks, I’ve stepped back quite a bit. I’ve reached a point where I’m comfortable as long as I avoid doing anything reckless. The potential upside from taking bigger risks wouldn’t significantly improve my quality of life, so I don’t see the point in chasing it. I still dabble a little, but none of my individual positions resulted in a realized gain or loss of more than 0.5% of my total capital for the year.

[compoundvalue]

~+84.6% across accounts including multiple outflows and inflows which make calculating a bit more complicated. I strive to use same methodology to calculate consistently across fiscal years so hopefully not too much noise. The portfolio is quite concentrated with top 5 positions at north of 90% of portfolio which may lead to unusual results such as this year's but also significant underperformance in others

 

Historical

2024: ~84.6%

2023: ~24.5%

2022: ~-17.6%

2021: ~+39%
2020:~-5%
2019*: N/A

2018*: N/A
2017: +42.1%
2016: ~+26%

 

 

* Had a job that wouldn’t allow me trade during 2018-2019

 

Edited 20 hours ago by compoundvalue

[John Hjorth]

@compoundvalue,

 

Congratulations!, - What's the explanation of the asterixs for '17 and '18, including the 'N/A's for those years?

[compoundvalue]

Apologies unintentionally left out the footnote (edited now to add it...):  had a job that wouldn’t allow me trade during 2018-2019

[John Hjorth]

2 minutes ago, compoundvalue said:

Apologies unintentionally left out the footnote (edited now to add it...):  had a job that wouldn’t allow me trade during 2018-2019

 

Thanks for the elaboration, @compoundvalue.

[maplevalue]

2019 +16.9%

2020 +12.5%

2021 +12.9%

2022 -12.6%

2023 +21.3%

2023 +26.8%

 

A bit of an interesting performance last couple of years where returns close to FTSE Global All-Cap despite fact my portfolio looks very very different to index (overweight EM and FFH specifically).