shalab Posted December 17, 2013 Share Posted December 17, 2013 This year has been a good one for many - let us quantify the average for this board for 2013. Link to comment Share on other sites More sharing options...
nkp007 Posted December 17, 2013 Share Posted December 17, 2013 Oh man, year's not over yet...! Link to comment Share on other sites More sharing options...
racemize Posted December 17, 2013 Share Posted December 17, 2013 might as well wait an extra couple of weeks. Link to comment Share on other sites More sharing options...
rkbabang Posted December 17, 2013 Share Posted December 17, 2013 According to Fidelity my YTD rate of return is +94.22% as of 11/30/2013. It will give me total 2013 returns about 10 days or so into next month. Its been a very good year so far. <knocking on wood> EDIT: Sorry I read that wrong. YTD is +83.10%, 1-Year is +94.22%. Link to comment Share on other sites More sharing options...
merkhet Posted December 17, 2013 Share Posted December 17, 2013 Taxable Account: YTD 104% Roth IRA: YTD 143% Just wait though, Sears could keep sending it lower. :) Link to comment Share on other sites More sharing options...
Orange Posted December 17, 2013 Share Posted December 17, 2013 30%, and happy. Moving to all cash and TIPS soon. I do not want to be invested at this stage of a bull market. Link to comment Share on other sites More sharing options...
rkbabang Posted December 17, 2013 Share Posted December 17, 2013 Congrats rk and merkhet! Do you mind sharing your portfolio strategies? I think you rank in the top 1/10 of 1% of fund managers!! My secrets are that 1) I don't manage other people's money, just my own. I think that right there gives me an advantage over you professionals (no withdrawals) and reduces stress. 2) I go big when I have a good idea. In the past I have usually had 2-5 good ideas at a time. This year it was mostly just BAC with a lot of leverage. 3) I coat tail other investors at least to initially find my ideas. When I find one I love, I invest big. I made a lot following Biglari into Western sizzlin, Friendlys, Steak & Shake. I did well with NFLX and CMG a few years ago (sold both too early), as well as ISRG. I made out very well with the MIDD/OVEN merger a few years back. And now BAC. I have no idea where my next idea will come from, but I'll know it when I find it. It seems to be working so far. Link to comment Share on other sites More sharing options...
Parsad Posted December 17, 2013 Share Posted December 17, 2013 Congrats rk and merkhet! Do you mind sharing your portfolio strategies? I think you rank in the top 1/10 of 1% of fund managers!! My secrets are that 1) I don't manage other people's money, just my own. I think that right there gives me an advantage over you professionals (no withdrawals) and reduces stress. 2) I go big when I have a good idea. In the past I have usually had 2-5 good ideas at a time. This year it was mostly just BAC with a lot of leverage. 3) I coat tail other investors at least to initially find my ideas. When I find one I love, I invest big. I made a lot following Biglari into Western sizzlin, Friendlys, Steak & Shake. I did well with NFLX and CMG a few years ago (sold both too early), as well as ISRG. I made out very well with the MIDD/OVEN merger a few years back. And now BAC. I have no idea where my next idea will come from, but I'll know it when I find it. It seems to be working so far. Nice number rkbabang! Cheers! Link to comment Share on other sites More sharing options...
longtermdave Posted December 17, 2013 Share Posted December 17, 2013 Congrats rk and merkhet! Do you mind sharing your portfolio strategies? I think you rank in the top 1/10 of 1% of fund managers!! My secrets are that 1) I don't manage other people's money, just my own. I think that right there gives me an advantage over you professionals (no withdrawals) and reduces stress. 2) I go big when I have a good idea. In the past I have usually had 2-5 good ideas at a time. This year it was mostly just BAC with a lot of leverage. 3) I coat tail other investors at least to initially find my ideas. When I find one I love, I invest big. I made a lot following Biglari into Western sizzlin, Friendlys, Steak & Shake. I did well with NFLX and CMG a few years ago (sold both too early), as well as ISRG. I made out very well with the MIDD/OVEN merger a few years back. And now BAC. I have no idea where my next idea will come from, but I'll know it when I find it. It seems to be working so far. What program/site do you use to get those return calculations? Link to comment Share on other sites More sharing options...
fareastwarriors Posted December 17, 2013 Share Posted December 17, 2013 rkbabang, What brokerage are you using? Congrats to the nice returns as well! Link to comment Share on other sites More sharing options...
merkhet Posted December 17, 2013 Share Posted December 17, 2013 Congrats rk and merkhet! Do you mind sharing your portfolio strategies? I think you rank in the top 1/10 of 1% of fund managers!! My secrets are that 1) I don't manage other people's money, just my own. I think that right there gives me an advantage over you professionals (no withdrawals) and reduces stress. 2) I go big when I have a good idea. In the past I have usually had 2-5 good ideas at a time. This year it was mostly just BAC with a lot of leverage. 3) I coat tail other investors at least to initially find my ideas. When I find one I love, I invest big. I made a lot following Biglari into Western sizzlin, Friendlys, Steak & Shake. I did well with NFLX and CMG a few years ago (sold both too early), as well as ISRG. I made out very well with the MIDD/OVEN merger a few years back. And now BAC. I have no idea where my next idea will come from, but I'll know it when I find it. It seems to be working so far. My strategy is pretty similar to rkbabang, though I also manage OPM outside of my taxable account and Roth IRA, and I can tell you that there is definitely some additional stress there. I'm also a fan of large amounts of concentration, and I don't have that many ideas at any given time. The vast majority of my results this year were the result of concentration in in the following: AIG warrants, BAC common, GM warrants, MBIA common and SHLD common. Link to comment Share on other sites More sharing options...
sethatk Posted December 17, 2013 Share Posted December 17, 2013 I use the Sigfig app and thus far 58% Link to comment Share on other sites More sharing options...
rkbabang Posted December 18, 2013 Share Posted December 18, 2013 Congrats rk and merkhet! Do you mind sharing your portfolio strategies? I think you rank in the top 1/10 of 1% of fund managers!! My secrets are that 1) I don't manage other people's money, just my own. I think that right there gives me an advantage over you professionals (no withdrawals) and reduces stress. 2) I go big when I have a good idea. In the past I have usually had 2-5 good ideas at a time. This year it was mostly just BAC with a lot of leverage. 3) I coat tail other investors at least to initially find my ideas. When I find one I love, I invest big. I made a lot following Biglari into Western sizzlin, Friendlys, Steak & Shake. I did well with NFLX and CMG a few years ago (sold both too early), as well as ISRG. I made out very well with the MIDD/OVEN merger a few years back. And now BAC. I have no idea where my next idea will come from, but I'll know it when I find it. It seems to be working so far. What program/site do you use to get those return calculations? That is just a screen shot of the "Performance" tab when logged into my Fidelity account. I have all my accounts with Fidelity except my 401K. And my 401K is just in mutual funds anyway so I don't count that as being my performance, but even that is up near 20% this year. Link to comment Share on other sites More sharing options...
alertmeipp Posted December 18, 2013 Share Posted December 18, 2013 Congrats to those 100% return. My return was much better 2 short months ago but can't complain. :'(I still have decades to do this thing. Link to comment Share on other sites More sharing options...
ERICOPOLY Posted December 18, 2013 Share Posted December 18, 2013 This year my wife's Roth account did twice as well as mine (mine is up about 31%). It was a wise political move on my part. Link to comment Share on other sites More sharing options...
Cardboard Posted December 18, 2013 Share Posted December 18, 2013 Who thought MBIA shares could help couples! LOL Cardboard Link to comment Share on other sites More sharing options...
no_free_lunch Posted December 18, 2013 Share Posted December 18, 2013 40.5%. My best year since 2009, which really didn't count since I was just getting my money back. The surge in the general US indices was just incredible this year, I am mostly just riding that wave and I have found it difficult to get alpha with value stocks. I think 2014 will be a tougher year for the indexes but a better year for value investing. Link to comment Share on other sites More sharing options...
indythinker85 Posted December 18, 2013 Share Posted December 18, 2013 30.29% through November, best year since 2009 (about 55%). Link to comment Share on other sites More sharing options...
Packer16 Posted December 18, 2013 Share Posted December 18, 2013 We will see where I am at year-end as I have volatile stock like SHLD (AIQ) in the portfolio which could materially reduce the return by year-end. Now I am up about 136% so far this year my best year if it holds to the end of the year. I don't expect to be anywhere near this number next year. The TVs along with AIQ helped earlier in the year. Packer Link to comment Share on other sites More sharing options...
hyten1 Posted December 18, 2013 Share Posted December 18, 2013 up as of now little over 32% Link to comment Share on other sites More sharing options...
LC Posted December 18, 2013 Share Posted December 18, 2013 38% YTD...no complaints here. Link to comment Share on other sites More sharing options...
yitech Posted December 18, 2013 Share Posted December 18, 2013 69% so far this year. combination of concentration, leverage(option and margin) and luck. Link to comment Share on other sites More sharing options...
Palantir Posted December 18, 2013 Share Posted December 18, 2013 Palantir Asset Management is up 20% for the year. Link to comment Share on other sites More sharing options...
JBird Posted December 18, 2013 Share Posted December 18, 2013 Palantir Asset Management is up 20% for the year. Do you run this firm? Link to comment Share on other sites More sharing options...
gary17 Posted December 18, 2013 Share Posted December 18, 2013 5％ 。。。 ;D At least it's not negative. Few more weeks to go until year end. Link to comment Share on other sites More sharing options...
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