given2invest Posted June 20, 2011 Share Posted June 20, 2011 Up 30%+ on realized seasonal sector rotations & unrealized gains. Unrealized gains are down by about 50% but we see it as being largely temporary. If something doubles in 3 vs 2 years its still a compound ROI of 26% SD Lol If you call the tail of a dog a leg. How many legs does a dog have? BeerBaron :D Link to comment Share on other sites More sharing options...
gaf63 Posted June 20, 2011 Share Posted June 20, 2011 Up 26% across all accounts, cash account which holds FFH is up 7.6%, holding 25% cash Link to comment Share on other sites More sharing options...
hyten1 Posted June 20, 2011 Share Posted June 20, 2011 man some of you guys rock, i would love to be up 25% ytd i am only up little over 2% ytd Link to comment Share on other sites More sharing options...
SharperDingaan Posted June 20, 2011 Share Posted June 20, 2011 Sold MFC on the run-up. Reinvested in PD & sold into Q1 seasonality. Reinvested in NEM & 1 other. FBK was a 40% unrealized gain at one point, but is now only 20%. We are longer term investors with a roughly 3-4 yr horizon over which we expect at least a double. If we were wholly unleveraged & did nothing, we would expect a compound return of at least 18%/yr (72/4). With very moderate leverage & seasonal trading we expect to do materially better. In the bad years, we may lose maybe 25-30%/yr. In the good years, we make well over 100%. To ensure that we don't blow our brains out (casino effect), every time we double we withdraw 45% of our total capital. SD Link to comment Share on other sites More sharing options...
SharperDingaan Posted June 20, 2011 Share Posted June 20, 2011 Agreed with FFHWatcher There is nothing wrong in taking Mr Market up on his manic moods, we just don't have to be like him. Our longer time horizon, & insistence on physical stock vs put/call options, lets us smooth out the volatility. In option terms we're essentially doing volatilty arbitrage, & leveraging liquidity. When Mr Market is depressed &/or illiquid, he is going to pay us a lot for our cash. Conversely, when he is happy & flush - we'll have a very easy time selling. Mr Market drives the new porshe (& pays the depreciation), we just drive the re-posessed one SD Link to comment Share on other sites More sharing options...
FFHWatcher Posted June 22, 2011 Share Posted June 22, 2011 SD ; You are in the investment business and you spelled Porsche incorrectly? That is like spelling 'Warren Buffet'... almost. Actually, I suppose there is an inverse relationship between who can spell Warren Buffett and who can spell Porsche, correctly. Link to comment Share on other sites More sharing options...
SharperDingaan Posted June 22, 2011 Share Posted June 22, 2011 We actually prefer Mercedes. But since the car is ‘used’ - consider the ‘c’ in Porsche as depreciation ;D SD Link to comment Share on other sites More sharing options...
ourkid8 Posted June 23, 2011 Share Posted June 23, 2011 I am up 11% YTD and I am very happy with my portfolio and it's long term prospects. I am sitting on just over 5% cash waiting to be deployed!!! (My trigger finger is getting itchy...) My winners: (This does not including forex) PM - 17% CNR - 14.5% SD - 44% Thanks, S Link to comment Share on other sites More sharing options...
Rabbitisrich Posted June 24, 2011 Share Posted June 24, 2011 This thread should be renamed "Who bought RIMM and who bought SD?" Link to comment Share on other sites More sharing options...
cmattporter Posted June 30, 2011 Share Posted June 30, 2011 Im up to 13% ytd, for my whole portfolio. If anyone is around this general area contact me and lets share some info. Link to comment Share on other sites More sharing options...
mevsemt Posted July 1, 2011 Share Posted July 1, 2011 http://mevsemt.blogspot.com/2011/06/q2-2011-returns.html I'm up a little over 12 percent, check out the link above for details... Link to comment Share on other sites More sharing options...
given2invest Posted July 1, 2011 Share Posted July 1, 2011 http://mevsemt.blogspot.com/2011/06/q2-2011-returns.html I'm up a little over 12 percent, check out the link above for details... You should totally contact cmattporter and exchange ideas! Link to comment Share on other sites More sharing options...
rijk Posted July 1, 2011 Share Posted July 1, 2011 http://mevsemt.blogspot.com/2011/06/q2-2011-returns.html I'm up a little over 12 percent, check out the link above for details... looks like you are reporting an annualized figure while other members report absolute YTD performance? regards rijk Link to comment Share on other sites More sharing options...
mevsemt Posted July 1, 2011 Share Posted July 1, 2011 That's a good point rijk, and I should've explicity said that in my post, my apologies... But since I've made deposits during the year any sort of YTD performance I quote would need an astericks. For example, the deposit I made in June doesn't have six months of returns behind it, so I'm not sure how that should be reflected in a YTD number... Link to comment Share on other sites More sharing options...
oddballstocks Posted July 1, 2011 Share Posted July 1, 2011 I'm not sure how you track performance mevsemt but you should be able to put the starting balance in excel with the date 1/1/11 and then the date of each contribution and amount and final balance run the IRR on it to get your performance. Here's what your spreadsheet would look like 1/1/11 10000 2/1/11 1000 3/1/11 1000 7/1/11 -14234 then just run XIRR over that set Link to comment Share on other sites More sharing options...
mevsemt Posted July 1, 2011 Share Posted July 1, 2011 Oddballstocks - that's exactly what I do, but the point rijk was making (and correctly so) is that the XIRR function gives you an annualized return, not a YTD return. So if actually wanted to recreate my spreadsheet just for 2011 you could go here (http://mevsemt.blogspot.com/2011/01/alls-well-that-ends-well.html) to get my 1/1/2011 balance, you could go here (http://mevsemt.blogspot.com/2011/04/adding-money.html) and here (http://mevsemt.blogspot.com/2011/06/adding-money-again.html) to see when I added money, and then you could just go to my last post (http://mevsemt.blogspot.com/2011/06/q2-2011-returns.html) to get my Q2 ending balance - the XIRR function will give you 12.4%. This is all summarized here, and actually goes back to the beginning of 2006 when I started tracking returns (http://mevsemt.blogspot.com/p/my-returns-so-far.html). Link to comment Share on other sites More sharing options...
hyten1 Posted July 1, 2011 Share Posted July 1, 2011 don't forget to use nav method to take into account new money etc Link to comment Share on other sites More sharing options...
mevsemt Posted July 1, 2011 Share Posted July 1, 2011 hyten1 - I'm not sure exactly what you mean... Also note the xirr function looks at amounts and timing of new money when calculating the rate of return... Link to comment Share on other sites More sharing options...
hyten1 Posted July 1, 2011 Share Posted July 1, 2011 i retreat my portfolio similar to a mutual fund. for example let say you started with $100k, and you say each shares of your fund is worht $10 that means when you start you have 10,000 shares with each share worth $10 (which is $100k) as i add money I would put shares at the current nav per share lets say 6 month later you portfolio has go up to $150k that means each share is worth $15 and let says at that time you decided to add $50k, that means now you have total of 13333.33 shares now ($50,000 / $15 = 3333.33 shares) each share worth $15 with a total worth of $200k so at this point your YTD return is still 50% ($10 to $15) Link to comment Share on other sites More sharing options...
hyten1 Posted July 1, 2011 Share Posted July 1, 2011 so to get your ytd you simply look at your return per share, as well as any time frame you want to look at xirr the issue with that is, i believe that annualized your return which can be misleading (i guess depending on how you look at it) for example lets say you start with $100k today and your portfolio goes up to $101K which is 1% for that day (daily return swing of 1% or more is very common) xirr will annualized the 1% to 365 days! which is VERY HIGH! but ytd return would still be 1% Link to comment Share on other sites More sharing options...
hyten1 Posted July 1, 2011 Share Posted July 1, 2011 mevsemt sorry i keep posting xirr definitely has it place. I use it to calculate my annualized return since i started investing (2003). This take care of money being added etc. but need to remember XIRR annalizes your return. So depending on if you added money recently and how much that is relative to your total portfolio and how you did recently it can distort both on the upside as well as downside your return calculation. for ytd return i look at my nav per share (or btw any specific time frame) Link to comment Share on other sites More sharing options...
mevsemt Posted July 1, 2011 Share Posted July 1, 2011 Thanks for the explanation hyten1, now that I understand what you mean it definitely makes sense. I guess the one draw back is anytime you make a signifcant deposit it dramatically changes the composition of each share (ie larger cash % per share). For me personally, I can't go back and recreate this b/c I don't know what my account balance was on the day of my deposits... I also agree with your comments on the IRR method... BUT in my case I've been tracking my returns for 5+ years and plan on continuing to track them for many more, so any short term IRR swings caused by deposits go away over time. Link to comment Share on other sites More sharing options...
mevsemt Posted July 1, 2011 Share Posted July 1, 2011 No worries on the posting hyten1, I appreciate the feedback and in the case of the nav method I think I may start doing exactly what you're doing - using nav for ytd and xirr for annualized return over the life of my portfolio. If you don't want to clutter the board feel free to email me at mevsemt@gmail.com (warning: when it comes to investing i may talk your ear off!) Link to comment Share on other sites More sharing options...
Guest Hester Posted July 1, 2011 Share Posted July 1, 2011 http://mevsemt.blogspot.com/2011/06/q2-2011-returns.html I'm up a little over 12 percent, check out the link above for details... You should totally contact cmattporter and exchange ideas! :D Link to comment Share on other sites More sharing options...
Baoxiaodao Posted July 6, 2011 Share Posted July 6, 2011 http://mevsemt.blogspot.com/2011/06/q2-2011-returns.html I'm up a little over 12 percent, check out the link above for details... You should totally contact cmattporter and exchange ideas! :D I guess it is easy to get anxiety after some members posted eye-popping returns. Congratulations. And I am glad finally I felt nothing when people have better results than mine, or I have better results than other people. That is a great prize I won :P Link to comment Share on other sites More sharing options...
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