What's your annual return?

[Synergy]

Interested to know what the range of annual returns looks like over the past year.

The XAO is almost flat over the period 15/10/09 to 15/10/10, losing around 2%.

So including current open positions (for those who buy + hold), what is your return for this period?

To give the results some comparibility I'd prefer if you only included ASX stock results.

 

[So_Cynical]

My memory is terrible so over the last 18 months or so ive got into the habit of taking a screenshot (editing with date and commentary) of my portfolio watchlist every month or so, or when ever a mile stone is reached....anyway i do happen to have a screen shot from last October 20.

Portfolio growth from the 20th Oct 09 to now is approximately 34% including all dividends and profit held in open positions....and that's with no significant unrealised losses, 20 ASX stocks.

LOL and voted the wrong option. sorry i wrecked your poll Synergy...as if start with the negatives on top.

 

[Synergy]

sorry i wrecked your poll Synergy...as if start with the negatives on top.

 

[wayneL]

Interested to know what the range of annual returns looks like over the past year.

The XAO is almost flat over the period 15/10/09 to 15/10/10, losing around 2%.

So including current open positions (for those who buy + hold), what is your return for this period?

To give the results some comparibility I'd prefer if you only included ASX stock results.

1,000% pa

Send a measly $5,000 to www.stockscam.con to learn how. (non-refundable )

 

[tahpot]

Here is my portfolio for the last 60 days.



I've got back into trading again after an 18 month break. All % gains are correctly adjusted for deposits/withdrawals (NTA is calculated daily) and are after transaction costs.

Notice the large variability in the last 2 weeks. I've entered a very large trade which has paid off to date, but caused a large increase in the portfolio volatility.

The flat days on the chart are weekends.

 

[Synergy]

Hi Tahpot,

Is MHM the only stock you're holding?

Certainly makes for a pretty picture...

 

[tahpot]

For the first 40 days I was trading RHM, GUF, BTU and a couple of others. As of ~15 days ago I entered MHM with 98% of the portfolio.

This wasn't the original plan, but I was watching it before it went nuts and could see it was about to fly, especially with the $3 price target announcement and increased to "all in". This short-term trade has turned into a longer term hold. (Well, longer term for me anyway)

 

[brty]

tahpot,

I've got back into trading again after an 18 month break.

As of ~15 days ago I entered MHM with 98% of the portfolio.

I certainly hope you only have a very small 'portfolio'.

brty

 

[ParleVouFrancois]

I've got a return of 122.87% this year (MHM thank youuu), but a "verifiable" return on my blog as 7.56% this year (which only is October because that's when I started blogging). So which one do I pick Mr Syn? Or is your survey already all distorted by Silly Cynicals voting? (Joking about the silly)

 

[tahpot]

I certainly hope you only have a very small 'portfolio'.

I assume that's a reference to risk management?

 

[kash]

I have only re-entered the market 2 months ago and have a 30% gain so far. The aussie market has only gone up 3% in that time, so quite happy with myself. Would love for that to continue.

 

[brty]

tahpot,

Putting nearly all your portfolio into one stock is always a dangerous game, and that is when you do it with 'bluechips'. Doing it with non ASX200 stocks you are almost guaranteed enormous drawdowns at some point, unless you are the absolute best trader in the world (in terms of luck).

You do not have risk management at all with one stock, even if you have a stop level. When things turn bad for a stock like yours, there is almost no liquidity to trade your way out of the position until much lower prices.

I declare that I know nothing about the stock that you have as 98% of your portfolio, it is just the concept of thinking that you can exit at a certain point if wrong.

brty

 

[So_Cynical]

I declare that I know nothing about the stock that you have as 98% of your portfolio, it is just the concept of thinking that you can exit at a certain point if wrong.

Probably not realistic to call one stock a portfolio, or even perhaps 2 or 3 stocks.

In finance, a portfolio is an appropriate mix or collection of investments held by an institution or an individual.

Holding a portfolio is a part of an investment and risk-limiting strategy called diversification. By owning several assets, certain types of risk (in particular specific risk) can be reduced. The assets in the portfolio could include bank accounts, stocks, bonds, options, warrants, gold certificates, real estate, futures contracts, production facilities, or any other item that is expected to retain its value.

http://en.wikipedia.org/wiki/Portfolio_(finance)

 

[Huitzii]

I have only been trading with real money for 3 months and I am hovering between 18 and 25 percent gains...I just cant seem to break that 25 percent benchmark but I suppose I will just keep trying to push on through that obstacle.
Im a trader and not an investor and usually will be in and out of a trade within 2 weeks with usually 5 trades active at a time.

 

[tahpot]

Probably not realistic to call one stock a portfolio, or even perhaps 2 or 3 stocks.

Agreed, "trading account" would be more accurate.

Risk management is complex, but IMO there are several aspects often overlooked. In particular the risk of not maximising profit when an opportunity arises. If you have evaluated all the fundamental risks, average into a position and are prepared to risk your profit for future gains then you can take large % positions.

When things turn bad for a stock like yours, there is almost no liquidity to trade your way out of the position until much lower prices.

100% is not ideal even if you think you are aware of all the risks, just for that outlier that comes from left field... and certainly it wasn't my initial plan. The stock was about to fly, so I jumped in for a short-term trade on top of my existing position. It closed up 50% and I was comfortable holding from there, risking my gains, comfortable that I could exit if necessary. I will be looking to reduce the holding shortly though and free carry.

 

[bazollie]

If we are talking about an overall return my super fund has more than doubled. 3 stocks that have made this possible are TXN, IAU and SMR. Other stocks I hold are mostly up with a couple down, but the above 3 stocks highlighted have been absolutely awesome. Without looking I have about 12 positions in stocks. Looking at taking some profits real soon to re-invest into some quality stocks.

Regards
Bazollie

 

[Synergy]

Have to say I'm surprised that almost 20% of the results are returns of over 100%....

I guess those with big returns might be more keen to vote than the average person and I guess there will always be those with small accounts with very large returns.

Also have to assume that the people with negative returns would be less keen to vote than the average person. So far 90% of those who voted returned a profit over the last year...

I'd be keen to know account sizes of those with 200% + returns, but understand if they don't want to make that info public.

 

[ParleVouFrancois]

Syn I started with an account of 42kish and it's up to about 93k now, small bikkies for the big boys of investing but I'm extremely happy with the result.

I'd agree that people with a positive return would be MUCH more likely to respond to such a thread, or even perhaps have a overly high estimate of what they actually earned in the markets.

 

[Synergy]

Syn I started with an account of 42kish and it's up to about 93k now, small bikkies for the big boys of investing but I'm extremely happy with the result.

I'd agree that people with a positive return would be MUCH more likely to respond to such a thread, or even perhaps have a overly high estimate of what they actually earned in the markets.

Hey Parle, pretty good effort, even without MHM. Not a huge account, but certainly not small. Big enough to be taking it 100% seriously.

Like the blog. Good read. You're holding a good number of stocks too. My fingers are crossed for both CFE and CAP at the moment. CFE buyback starting this week should help things along.

One piece of advice... Try not to count your profits each day, especially for your open positions. Might be fun to do when your account is rising... But not very fun when it's falling and it's likely to put you into the wrong mindset once you have a string of negative days. Wrong mindset means deviating from the plan. If you were trading to make a profit each day, it might make sense, but you're trading longer time frames - day to day is irrelevant. If you're stong minded go ahead, but I prefer to look at my gains on a monthly basis. 9 or 10 positive months in a year and things are probably pretty good.

Now who are these 200+ gurus?
I almost made a 500%+ too..

 

[skc]

One piece of advice... Try not to count your profits each day, especially for your open positions.

In "Universal Principles of Successful Trading" the author debits his spreadsheet with the amount at risk when he enters a trade.

By assuming a loss it won't be as painful as you actually have to take the loss.