How did your portfolio do last financial year?

[VSntchr]

Well last FY was certainly a tale of two halves!
For the first half I was up well over 30% and everything was quite rosey. However the second half was not as bright and I ended the year with a return of ~15.5% on my portfolio.

I also ended the year with a few tax advantages which aren't fully reflected in this figure (eg through the JB share buyback).
This was the first year I have properly attempted to accurately track my performance, so my spreadsheet is still being refined - however I think I have it pretty correct.


I am quite happy with this performance, commsec tells me that the XJO produced a return of 9%.


Now just gotta do this for a few years straight and get that compounding going!!

How did everybody else go?

 

[skc]

Well last FY was certainly a tale of two halves!
For the first half I was up well over 30% and everything was quite rosey. However the second half was not as bright and I ended the year with a return of ~15.5% on my portfolio.

I also ended the year with a few tax advantages which aren't fully reflected in this figure (eg through the JB share buyback).
This was the first year I have properly attempted to accurately track my performance, so my spreadsheet is still being refined - however I think I have it pretty correct.


I am quite happy with this performance, commsec tells me that the XJO produced a return of 9%.


Now just gotta do this for a few years straight and get that compounding going!!

How did everybody else go?

+57% in pairs trading
+29% across 3 other strategies

I do however have to pay tax on these...

 

[Intrinsic Value]

Up about 50percent but that was all from last year.

 

[KurwaJegoMac]

+34% (Before tax) using my own discretionary trading system.

Most of the return came from the first 6-9 months of the year - actually took the last 3 months off trading completely as I needed a break. I was trading continuously for the past year and I like to take a breather every now and again and focus on research and development.

Not looking forward to the tax bill

 

[VSntchr]

Good to see some nice returns here guys!

Just spent a few hours getting my data sorted for this years tracking...im already up by 3.73% for the 7 day old year!

 

[againsthegrain]

up 120% but considering the previous years loses only about 10% up over all

 

[skc]

Good to see some nice returns here guys!

Just spent a few hours getting my data sorted for this years tracking...im already up by 3.73% for the 7 day old year!

Well done. That compounds to 670% for the year

 

[So_Cynical]

Stator says my FY portfolio income was 29.77% Good first half and a mostly flat second half....Real Year on year portfolio growth was around 26% was probably over 30% back in April.

Its been a big year, my biggest ever loser and biggest ever winner...i remain on target for retirement on my terms in 9 years time.
~

 

[danbradster]

Up about 40%, but mainly from a few big turnarounds/takeovers, ie OAK and AEJ.

The high potential companies for 2011 are probably - ALB, AOH, III, KCN, MRE, OGC, PBP, PLA, RFG.

 

[cynic]

Approximately 105% realised profits from sharemarket derivative trading activities.
(If unrealised profits were to be included, this figure would be somewhat higher.)

Most profit was derived from the final quarter as I had been trialling a couple of new brokers and needed to be satisfied before placing my trading capital "on the line".

In order to bolster my trading account balance, I took a number of calculated risks during the final quarter.

As I intend to trade more conservatively henceforth, I do not anticipate returns of this magnitude for the current F/Y.

And , yes, I too am dreading the reckoning with the taxman.

 

[VSntchr]

End of financial year today so thought I'd revive an old thread.
I didn't post for the 2012 year but my result was -12.8% against a -11.2% XJO index.

Fortunately I went substantially better this year coming in at 79.5% against 17.3% XJO index.

This year my big focus is not on trying to hit the big winners, but rather to avoid the big losers. I could have had my result up over 100% if I had have had some better risk management strategies in place.



How did you all go this year?

 

[So_Cynical]

Its hard for me get a realistic number for my portfolio because ive taken about 20% out in Jan/Feb for a real estate purchase, my total gross dividend return is only 4% up on last FY and realised profits well down on last year coming in at only about 12% where i have averaged 28% for the previous 3 years.

Overall a quiet year for me because i have been taking money out of the portfolio and doing very little trading...putting all my spare cash into another project.
~

 

[ROE]

End of financial year today so thought I'd revive an old thread.
I didn't post for the 2012 year but my result was -12.8% against a -11.2% XJO index.

Fortunately I went substantially better this year coming in at 79.5% against 17.3% XJO index.

This year my big focus is not on trying to hit the big winners, but rather to avoid the big losers. I could have had my result up over 100% if I had have had some better risk management strategies in place.



How did you all go this year?

32% but that including dividend, options and opportunity trading....
Get a bit harder with larger capital I accumately each year

 

[McLovin]

29.7% for the year. The years since the GFC have been very kind to me. When I look at what I had in 2006 and what I have today it's almost a 10 fold increase. It has been life changing.

 

[Julia]

29.7% for the year. The years since the GFC have been very kind to me. When I look at what I had in 2006 and what I have today it's almost a 10 fold increase. It has been life changing.

Good to hear. Congratulations. To the point where you have no need to be answerable to an employer?
(Ignore the question if it's intrusive, McLovin.)

 

[McLovin]

Good to hear. Congratulations. To the point where you have no need to be answerable to an employer?
(Ignore the question if it's intrusive, McLovin.)

Yep. Which is a point I never thought I'd be at so young. I haven't "worked" for a couple of years now, but I've been working on a few little projects on the side. I don't see myself going back to a big IB again (not that they're hiring these days!), although if a role at smaller place came up I'd seriously consider it.

 

[VSntchr]

Yep. Which is a point I never thought I'd be at so young. I haven't "worked" for a couple of years now, but I've been working on a few little projects on the side. I don't see myself going back to a big IB again (not that they're hiring these days!), although if a role at smaller place came up I'd seriously consider it.

Being 23 this is super inspring

 

[Beej]

Mine ended up +24%, including about 6% of gross dividend returns (ie including franking credits). The dividends were all re-invested, sans the franking credits, which I won't get until I put in my tax return ;-)

 

[VSntchr]

Get a bit harder with larger capital I accumately each year

Is that because your capital base prevents you from accumulating without moving the price? Or is it a function of large dollar amounts preventing you from taking the same % sized positions in somewhat riskier positions?
Or is it more because you have large amounts in stocks that have already given 2,3,4,5,600% returns and are now growing at much steadier rates?

Of course it could be a combination of all, just wondering what are the major impacts....

 

[nulla nulla]

Our portfolio is extremely liquid with short term holds reflecting the instability of the market and risk of exposure to long term holds. The result for the past financial year has been a net growth overall of 23% (after tax and living expenses). The result would have been higher had we elected to sit it out on 20 May 2013 rather than ride the exposure down before stopping out end of May.

Position sizing is harder as the trading pools shrink and the incidence of smaller traders predominates. None-the-less we expect to continue to trade the volitility into 2013-2014 for a similar return through the inclusion of additional shares, where appropriate, that fit our trading criteria.