Your returns in 2013

[shalab]

This year has been a good one for many - let us quantify the average for this board for 2013.

 

[nkp007]

Oh man, year's not over yet...!

[racemize]

might as well wait an extra couple of weeks.

[rkbabang]

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%.

 

[merkhet]

Taxable Account:

YTD 104%

 

Roth IRA:

YTD 143%

 

Just wait though, Sears could keep sending it lower. :)

[Orange]

30%, and happy.

 

Moving to all cash and TIPS soon. I do not want to be invested at this stage of a bull market.

[rkbabang]

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.

[Parsad]

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!

[longtermdave]

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?

[fareastwarriors]

rkbabang,

What brokerage are you using?

 

 

Congrats to the nice returns as well!

[merkhet]

 

 

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.

[sethatk]

I use the Sigfig app and thus far 58%

 

[rkbabang]

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.

 

[alertmeipp]

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.

[ERICOPOLY]

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.

[Cardboard]

Who thought MBIA shares could help couples! LOL

 

Cardboard

[no_free_lunch]

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.

[indythinker85]

30.29% through November, best year since 2009 (about 55%).

[Packer16]

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

[hyten1]

up as of now little over 32%

[LC]

38% YTD...no complaints here.

 

[yitech]

69% so far this year. combination of concentration, leverage(option and margin) and luck.

[Palantir]

Palantir Asset Management is up 20% for the year.

[JBird]

Palantir Asset Management is up 20% for the year.

 

Do you run this firm?

[gary17]

5％ 。。。  ;D

At least it's not negative. Few more weeks to go until year end.