What is your return for 2005?

[Uglyowl]

I am humming along at a whopping +2.39% right now. How is everyone else doing?

Hoping for a better 2006, I wouldn't call it a disaster, but not what I was looking for.

[vindikation]

-1.90% right now

+10% or greater by the end of the year I hope. I currently own 500 shares of ATVI and it was just announced after hours Friday that it is being added to the NASDAQ 100 on December 19. Good times.

[cdxx]

i am just going to assume stock returns are 0, without looking for the statements. i was climbing out of a pretty big hole most of the year.

fund investments - 22%
401k returns - 8%

[MrBlue]

7.36% so far but has been fluctuating from 12% to 7% due to a huge position in one particular stock.

[The4Aces]

20%

[buffett]

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2.39

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-1.90

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7.36

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20

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One of these seems a bit odd. I'll add the YTD return for the large cap 40-stock partnership I co-manage when I get to work tomorrow morning. I feel like I should know what it is off the top of my head, but I don't....my guess is it's somewhere around 5-9%.

almost 250%

helps to also identify yourself as trader or investor, as I would think fflaque is a trader based on the size of return. And also a general size of account, as i don't think 7 figure account could return triple digits very easily but 5 figure more doable.

[Evan]

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helps to also identify how much money you're managing, as I would think fflaque is lying based on the size of return.

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Edit to note that I posted before seeing lala's edit.

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helps to also identify how much money you're managing, as I would think fflaque is lying based on the size of return.

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well if he only has like 4 or 5 figure account, why not? For a good trader, certainly doable.

yes i am a trader, for 250% investing it would require very little diversification....btw at the beg if the yr account was mid 5 figs.

[LondonBroil]

401k at work: "Personal Rate of Return from 01/01/2005 to 12/09/2005 is 8.6%"

ING: Between 3.25-3.75% /images/graemlins/grin.gif

[Sniper]

Evan...

Just for your information, in the last 2+2 Trading Competition (http://forumserver.twoplustwo.com/showflat.php?Cat=0&Number=2737921&page=0&fpart=1&v c=1) run by Dan, the winners 3 month return was over 100%.

Based on my knowledge of how and what fflaque trades, I do not doubt his quoted return figure!

[Evan]

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Evan...

Just for your information, in the last 2+2 Trading Competition (http://forumserver.twoplustwo.com/showflat.php?Cat=0&Number=2737921&page=0&fpart=1&v c=1) run by Dan, the winners 3 month return was over 100%.

Based on my knowledge of how and what fflaque trades, I do not doubt his quoted return figure!

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Okay, I was really mostly joking about the lying thing. I have no idea wtf fflaque does or how good he is at it. That competition's results don't mean that much though. Unless there was a pretty significant amount of money on the line I think most people would be fools to use strategies they actually employ in their real portfolios.

So fflaque, since you returned ~64x the market this year, mind sharing your secrets? What was your biggest gainer? How many trades did you make? Which members of the NASD are you blowing?

I trade mostly breakouts, news, and bounces...biggest gainer were XLGI and NLST(shoulda been gvrp for 30k if I woulda been using ameritrade)....here's my trade activity from my broker(since april):
Total Trades: 1702
Fees: $5,357.03
Commission: $9,346.37

[KaneKungFu123]

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I trade mostly breakouts, news, and bounces...biggest gainer were XLGI and NLST(shoulda been gvrp for 30k if I woulda been using ameritrade)....here's my trade activity from my broker(since april):
Total Trades: 1702
Fees: $5,357.03
Commission: $9,346.37

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how do u get news?

[Sniper]

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how do u get news?

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Your broker should provide you with a news source... alternatively you could try marketwatch or yahoo as free sources.

www.newsware.com (http://www.newsware.com)

[buffett]

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250%...beg of the yr account was mid 5 fig

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I'm still unclear. Is the 250% a weighted aggregate IRR of all the trades you made? Or did your total portfolio (including all the cash that was sitting on the sidelines) go up 3.5x (if this is the explanation, your starting bankroll was about $50k and you now have about $175k.....wow)? Or what?

[Evan]

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250%...beg of the yr account was mid 5 fig

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I'm still unclear. Is the 250% a weighted aggregate IRR of all the trades you made? Or did your total portfolio (including all the cash that was sitting on the sidelines) go up 3.5x (if this is the explanation, your starting bankroll was about $50k and you now have about $175k.....wow)? Or what?

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I was certainly under the impression that it was the latter.

250% is based on the beg acct val.

[buffett]

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250% is based on the beg acct val.

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So at 1/1/05 you had about $50k in your brokerage account(s), you didn't add or withdraw any other funds throughout the year, and you now have about $175k?

no march/april and it was a bit below 50k...no withdrawals or additions, tho next yr i will start withdrawing monthly from it.

[buffett]

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So at 1/1/05 you had about $50k in your brokerage account(s), you didn't add or withdraw any other funds throughout the year, and you now have about $175k?

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no march/april and it was a bit below 50k...no withdrawals or additions

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Wow.

I'm hoping that investors that are leaving real estate now will get back in the market and push it up further, but i doubt they will /images/graemlins/frown.gif

[buffett]

Oh, that reminds me of another big question we've forgotten to ask you (btw...no offense, but it seems like you're being reticent about your phenomenal year)....on average, how much margin were you using?

i don't use margin as otcbb stocks are not marginable

40% or so. Im a trader for a living though.

Big one last week into this week was SIRI, still playing GOOG for the year too.

[DesertCat]

12.6%. Doesn't sound like much but I am actually okay with it. I goofed off for about six months because 2004 was such a huge year for me. I'm back to working hard, and am pretty confident I've found enough ideas to ensure my returns rebound.

[buffett]

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my guess is it's somewhere around 5-9%

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Wow, I suck in an overconfident way. Apparently I was thinking of "last 12 months" return rather than YTD returns. Net of fees, the $16.5M portfolio I co-manage is up 4.12% YTD, net of fees/expenses. (Last 12 months was apparently what I was thinking of (good Dec. 04 for us): 6.94%.)

[r3vbr]

10%, my first year of investing, dont trade, never sold a stock yet.

[DesertCat]

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12.6%. Doesn't sound like much but I am actually okay with it. I goofed off for about six months because 2004 was such a huge year for me. I'm back to working hard, and am pretty confident I've found enough ideas to ensure my returns rebound.

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Tomorrow my YTD should over 15%. One of my holdings just issued their latest 10Q, which confirms in very clear terms the hidden value I thought it had. I'm expecting it to pop 20% or more.

And if it doesn't, I'm buyin more baby!

[AceHigh]

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One of my holdings just issued their latest 10Q, which confirms in very clear terms the hidden value I thought it had. I'm expecting it to pop 20% or more.

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Does this company have a name?

[Peter666]

205%

Woohoo. Thank-you Netflix. Let's go Audible. I pulled out some money today from my trading account for the last time this year. I will not touch it now until the end of next year, and have $101,500 CAD dollars riding in it. I expect to make at least 40% by this time next year. If I am fortunate, it will be another two bagger.

[DesertCat]

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One of my holdings just issued their latest 10Q, which confirms in very clear terms the hidden value I thought it had. I'm expecting it to pop 20% or more.

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Does this company have a name?

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REMC. It's actually only up a couple of cents today (I was able to buy some more at $1.20). The 10Q made it clear that future distributions will be at the top of the company's previous range ($1.10-$1.60). Either no-one is reading it's 10Q, or the market is concerned about the unclear time-line to more distributions (could be 2007, but I think early-mid 2006). From my perspective, the time line and payouts were unclear before, now only the time line is, so shouldn't it trade much closer to the payout value?

[Sniper]

Cat,

I didn't read the 10Q, but whats the odds that they are overstating the value of their remaining assets to be liquidated?

If its taking over a year to liquidate, there has to be a possibility, and the market may be pricing that in.

[dandy_don]

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REMC. It's actually only up a couple of cents today (I was able to buy some more at $1.20). The 10Q made it clear that future distributions will be at the top of the company's previous range ($1.10-$1.60). Either no-one is reading it's 10Q, or the market is concerned about the unclear time-line to more distributions (could be 2007, but I think early-mid 2006). From my perspective, the time line and payouts were unclear before, now only the time line is, so shouldn't it trade much closer to the payout value?


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I haven't researched anything else regarding this stock, but that's one ugly chart...

[DesertCat]

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Cat,

I didn't read the 10Q, but whats the odds that they are overstating the value of their remaining assets to be liquidated?

If its taking over a year to liquidate, there has to be a possibility, and the market may be pricing that in.

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Typically the risk is low. Management doesn't have the same incentives as they do in an operating company. They will be leaving and doesn't want to have shareholder suits hanging over them while looking for their next job. Often they'll be very conservative with their estimates to cover their butts.

But these are very odd situations. Most of the participants who make up "the market" in this case don't have much experience with liquidations, so I believe they tend to over estimate the risks. That's not saying that occasionally liquidations take big hits from unforseen problems. GTA is an excellent example of one that's continually missed their liquidation estimates. In that case there were huge red flags about the competence and honesty of management.

And one of the biggest risks is timing. Management can be so conservative that they'll sit on cash instead of paying it out, until all contingent liabilities are settled, even if their cash covers liabilities several times over. Sometimes you need a large shareholder to shake their tree. If REMC ends up taking until 2007 to pay out their distributions, the annualized return will be disappointing.

[DesertCat]

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I haven't researched anything else regarding this stock, but that's one ugly chart...

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This is a great example why charts don't tell you a whole lot.

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In September 2005, 10 million shares of Powerwave stock were issued to the shareholders’ of record on September 13, 2005 of REMEC stock. The cash distribution is expected to occur in several distributions; with the first cash distribution being paid on October 4, 2005 at a rate of $1.35 per share. Subsequent cash distributions are pending REMEC’s Board of Directors review of the Company’s remaining obligations.

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effective May 20, 2005, each share of its existing common stock converted into a fractional share of common stock, which entitled the shareholder to voting rights and participation in earnings of the Company, and one share of redemption stock, which was automatically redeemed by the Company. As a result of the reclassification and redemption, each holder of one share of REMEC’s existing common stock at the close of trading on the Nasdaq National Market on May 20, 2005 was entitled to receive 0.446 of a new share of common stock (plus $2.80 per share in cash for the redemption share)

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The company has dividended hundreds of millions of dollars worth of Powerwave stock and cash to shareholders this year, causing it's retained value to decline tremendously. But if you had bought at the right times, those dividends meant you would have done well.

[solucky]

46% so far but i have only 1 US Company. The biggest winners was in korea asia easteurope europe and germany Hyundai at sample 110% in 7 month

16.92% so far this year. Big winner for me was norsk hydro (nhy) and craftmade (crft). Buy and hold value investor for the most part here.