plato1976 Posted December 18, 2013 Share Posted December 18, 2013 wow, packer, you are my hero I hope your AIQ will continue to rise (b/c I just bought it a few days ago, believing it's still a 25% yield...) 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 130% 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...
jouni1 Posted December 18, 2013 Share Posted December 18, 2013 -6,7% :( most of the year i've been holding just one stock for the long term, and they gave a warning ::) oh well, over 3 and 5 years i'm still doing fairly well. edit: everybody else is making profits so i had to calculate. over 3 years i've done 21,2% per year compounded. i figure if i keep this up for the next 20 years i might be able to retire after all. Link to comment Share on other sites More sharing options...
Mephistopheles Posted December 18, 2013 Share Posted December 18, 2013 58% YTD Was 82% a few weeks ago before SHLD came back down :( Link to comment Share on other sites More sharing options...
orion Posted December 18, 2013 Share Posted December 18, 2013 111.3% YTD (like yitech said: the result of concentration, a little bit of margin leverage and luck) Link to comment Share on other sites More sharing options...
xtreeq Posted December 18, 2013 Share Posted December 18, 2013 Up 42.37% YTD, primarily thanks to a big investment in a distressed bond I made two years ago. Link to comment Share on other sites More sharing options...
Hielko Posted December 18, 2013 Share Posted December 18, 2013 I'm starting to think my ~50% YTD return is pretty average... Link to comment Share on other sites More sharing options...
finetrader Posted December 18, 2013 Share Posted December 18, 2013 Up about 40% here , good old BAC & AIG provided most of those satisfying results. Good old, but there seems to be some nice juice left in those names. Hopefully, they delivered in 2014 as I'm planing to hold onto it. Link to comment Share on other sites More sharing options...
enoch01 Posted December 18, 2013 Share Posted December 18, 2013 +72% YTD It's getting harder to find cheap stuff. Link to comment Share on other sites More sharing options...
Guest Posted December 18, 2013 Share Posted December 18, 2013 For 2013, 74.81%. Hey enoch, don't you have a boatload of cash too? Link to comment Share on other sites More sharing options...
Mikenhe Posted December 18, 2013 Share Posted December 18, 2013 The return I’ve had on the market this year come out at 27% (so far). However I took profit from my account, got rid of the old house and mortgage and bought a house cash. My assets have moved upwards slightly but my net worth has increased 74% due to those (and a few other) moves. I have more to invest (just) than 12 months ago but have removed the shackles that the banks had upon me. And that feels good! Next year net money that was going to other people for mortgage/rent will be going gross into my 401k. I’m still hoping that it’ll be a minor amount compared to the outrageous returns I plan to make :D Link to comment Share on other sites More sharing options...
enoch01 Posted December 18, 2013 Share Posted December 18, 2013 For 2013, 74.81%. Hey enoch, don't you have a boatload of cash too? I have very little cash at the moment, versus just a couple of months ago. Recently I've bought Sears (again), Fortress Paper, and EXCO Resources, and added significantly to Sarepta Therapeutics. I've also bought puts on The Royal Bank of Canada. Link to comment Share on other sites More sharing options...
racemize Posted December 18, 2013 Share Posted December 18, 2013 Well, I'll add a lower one to make you 50%s feel better. I'm at 24.2% for the year, mostly due to lower returns of compounders (e.g., FFH) and a residual holding from last year that went down pretty hard. BAC calls mostly offset those though. For all the >100% people, I guess you were moving in and out of stuff? I don't have any positions with > 50% gains, other than BAC calls. Link to comment Share on other sites More sharing options...
merkhet Posted December 18, 2013 Share Posted December 18, 2013 Well, I'll add a lower one to make you 50%s feel better. I'm at 24.2% for the year, mostly due to lower returns of compounders (e.g., FFH) and a residual holding from last year that went down pretty hard. BAC calls mostly offset those though. For all the >100% people, I guess you were moving in and out of stuff? I don't have any positions with > 50% gains, other than BAC calls. Yup. I sold out of my MBIA position the week of the settlement. Sold AIG and BAC for GM. Picked up some SHLD, which despite the last month, is still in the black for me. Link to comment Share on other sites More sharing options...
rkbabang Posted December 18, 2013 Share Posted December 18, 2013 The return I’ve had on the market this year come out at 27% (so far). However I took profit from my account, got rid of the old house and mortgage and bought a house cash. My assets have moved upwards slightly but my net worth has increased 74% due to those (and a few other) moves. I have more to invest (just) than 12 months ago but have removed the shackles that the banks had upon me. And that feels good! Next year net money that was going to other people for mortgage/rent will be going gross into my 401k. I’m still hoping that it’ll be a minor amount compared to the outrageous returns I plan to make :D Congratulations! That must feel pretty good. Link to comment Share on other sites More sharing options...
Vizi1 Posted December 18, 2013 Share Posted December 18, 2013 For 2013, 74.81%. Hey enoch, don't you have a boatload of cash too? I have very little cash at the moment, versus just a couple of months ago. Recently I've bought Sears (again), Fortress Paper, and EXCO Resources, and added significantly to Sarepta Therapeutics. I've also bought puts on The Royal Bank of Canada. Enoch, A question if you are willing to share - Why, of all the financials, did you pick Royal Bank of Canada, why not a US bank (given your residency) or another of the big Canadian banks? Thanks in advance. Link to comment Share on other sites More sharing options...
constructive Posted December 18, 2013 Share Posted December 18, 2013 +52% YTD Largest contributors were GNW, BIDU, SYA and APO. Link to comment Share on other sites More sharing options...
constructive Posted December 18, 2013 Share Posted December 18, 2013 Last year's thread for reference: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/2012-returns/ Link to comment Share on other sites More sharing options...
Mikenhe Posted December 18, 2013 Share Posted December 18, 2013 Congratulations! That must feel pretty good. sure does. puts us a couple of years away from being reliant on any particular job in order to live. a few more years from being able to live well without employment.... of course a crash in the value of the shares I hold will put right any thoughts I have of doing that :D Link to comment Share on other sites More sharing options...
rkbabang Posted December 18, 2013 Share Posted December 18, 2013 Last year's thread for reference: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/2012-returns/ Oh yes, the finger chart. Link to comment Share on other sites More sharing options...
steph Posted December 18, 2013 Share Posted December 18, 2013 congratulations to everybody on this board. These are all very good results! I am very happy with my 20%. But this is for a global fund. International markets have been weaker than the US this year (except Japan). Best US stocks: AIG, Google, Wellpoint, Medtronic, Endurance. Worst = Oracle and then FFH Link to comment Share on other sites More sharing options...
crastogi Posted December 18, 2013 Share Posted December 18, 2013 ~31% Big contributors google (now sold) and apple leaps bought when aapl was around 400. brk.b helped too :) Laggard - farifax Other big gainers DJCO and capella (sold) Link to comment Share on other sites More sharing options...
txlaw Posted December 18, 2013 Share Posted December 18, 2013 67% YTD for me. Link to comment Share on other sites More sharing options...
udravi Posted December 18, 2013 Share Posted December 18, 2013 Congratulations. Great results for most - only one person posted negative returns. Investors with below-average results might perhaps be reluctant to publish. I for instance have managed ~11% only. While disappointed, I have avoided the rule number one... In retrospect, I have made some mistakes : cash reserve of approximately 50% with a hedged portfolio hoping for a market correction. Now I am trying to avoid stupid investments motivated by fear of missing out. Link to comment Share on other sites More sharing options...
willie2013 Posted December 18, 2013 Share Posted December 18, 2013 80.12% Short term trades with lucky timing on MBIA/SHLD. Held BLDR, BYD, and ELOS all year. Lost money owning QID, SH, and Fortress. Link to comment Share on other sites More sharing options...
gjangal Posted December 18, 2013 Share Posted December 18, 2013 35.08% TWRR . Its my first year of proper investing , reading 10k's balance sheets cash flow statements. Mostly because of MA, AXP, GOOG . A result I doubt I can replicate in future Link to comment Share on other sites More sharing options...
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