How have the stocks mentioned here fared this year?

As mentioned here last blog post, here is a snapshot of how the stocks I have mentioned this year have gone. Also as discussed in the last blog post, it will be the last time I put something detailed like this together as it is a little onerous.

I want to clearly state this gives an overly flattering look at things, bearing in mind for most of the year I have often advocated holding more than 30% in cash. There have been times that to get to that notional 30% cash equivalents I have lost money shorting equities indices that are not captured below, likewise some leakage on losing on some short-term trades achieving my desired currency targets. We also must remember any fund manager in Australia that typically searched beyond the large caps I believe should have done quite well. If you have money in a small cap fund that hasn’t achieved solid performance this year you should ask some questions about that. On the flipside though it is probably worth noting that many of the returns I state here have been achieved in well under a year. Unfortunately, I feel 2017 will be far more difficult to generate as many money-making ideas, that in part is another reason for me not wanting to disclose as many of my actual trades going forward.

I have tried to avoid mistakes in compiling this but it was time consuming. I hope people can point out any areas you may think on the table if I am being too generous with the returns and I can adjust accordingly if needed. Please excuse the poor formatting of the table below.

Hopefully most consider the ideas throughout the year were fairly well diversified and low risk, particularly combined with the higher cash levels I ran and some exposure to the gold sector and some REITS. Here is my final attempt it tracking some of this stuff. Please note I may or may not hold these stocks going forward and I will not necessarily document trades in these on the blog in the future.

Whilst I am quite happy with these results, the next topic I want to write about will not be as flattering to document! I want to review the situations I got wrong, and try and learn from them. After all, that was the goal of the blog. There will be quite a few!

BUY PRICE PRICE AT OCT 28 % date bought appx
OR PRICE WHEN OR SOLD LEVEL CHANGE or mentioned date if sold months
STATED HELD held
ogc (sold) 2.9 3.88 34% feb 13 Sep 30 9
nst (sold) 2.64 3.92 48% Jan 20 Oct 6 9
rms 0.23 0.475 107% Jan 20 10
cef:us 11.71 13.3 14% April 14 7
gdxj:us 20 39.61 98% Jan 20 10
rny (sold avg 18 & 12 used) 0.26 0.15 -42% Jan 20 July 14 6
evn (sold) 1.97 2.77 41% feb 13 July 4 5
ssm (half sold 79, using average) 0.52 0.9775 88% jan 20 10
ptb (inc 5 c div) 0.38 0.51 34% Jan 20 10
acl (inc cap return) (sold) 0.095 0.104 9% Jan 20 April 29 4
kbc (sold 17.5 & 14 used) 0.17 0.1575 -7% Jan 20 Sep 7 8
uos (inc 3 cents worth divs) 0.5 0.595 19% Jan 20 10
nuf (sold) 7.61 8.33 9% Jan 20 Sep 5 8
gnc (sold) 7.77 7.46 -4% Jan 27 Mar 2 2
aac (sold) 1.29 1.8 40% Jan 27 June 24 5
gjt (wound up)(inc 8.7 cents div) 1.96 2.777 42% Jan 27 10
aik (not counting rights at 11 cents) 0.105 0.14 33% Mar 29 8
hhy (sold) 0.104 0.11 6% Jan 20 July 20 6
naga 3918:hk (inc 27c worth divs) 3.88 5.105 32% feb 13 9
nge 0.019 0.019 0% feb 13 9
aiq (inc 1.5 cents capital return) 0.105 0.11 5% Mar 2 8
vnl:ln (have inc 8c June cap return) 0.61 0.77 26% Mar 2 8
clt (inc 1.25 cent div) 0.2 0.2725 36% Mar 11 8
wpl (sold) 26.78 27.25 2% Mar 25 July 20 4
yoma:sp 0.54 0.59 9% Mar 25 8
facebook (short) (closed) 119 111 -7% April 14 April 29 1
upg (takeover, inc 80 c cap ret) 1.05 1.27 21% April 14 7
mel 0.054 0.064 19% Jan 20 10
wmk (sold) 1.03 1 -3% Jan 20 Mar 11 2
apw (adjusted for split) 1.2 1.32 10% Mar 2 8
kar 1.45 2.31 59% April 29 7
nam 0.3 0.405 35% Jan 20 10
snc (inc 3 c div) 0.835 0.93 11% Aug 2 3
eld (sold) 4.85 3.56 -27% Jan 20 Sep 5 8
hhv (sold using 1.345 & 1.4) 1.22 1.3725 13% May 16 July 21 3
gvf (sold) 1 1.055 5% Jan 20 July 14 6
agf (sold) 0.83 0.895 8% May 30 July 6 2
mvt (half sell 0.16, using average) 0.14 0.1625 16% June 24 Oct 17 5
cyb (sold) 4.26 4.72 11% June 30 Sep 12 3
ref (inc 1 cent div) 0.12 0.12 0% July 22 4
top (sold) 0.595 0.705 18% Aug 2 Oct 17 3
wcb 6.86 6.52 -5% July 14 4
ags 0.044 0.043 -2% Sep 1 2
ncc (sold) 1.18 1.385 17% Sep 2 Oct 17 2
agf (second time inc 55 cent dist) 0.955 0.99 4% Sep 9 2
gold 166.1 159.1 -4% Sep 9 2
cya 0.825 0.86 4% Sep 23 2
Average return of stock 18.8% Average months held 6.1
PLEASE NOTE I MAY OR MAY NOT HOLD THESE AFTER THIS POST,
AND WILL NOT NECESSARILY POST IF I TRADE IN THESE GOING FORWARD.

 

 

Advertisements

2 thoughts on “How have the stocks mentioned here fared this year?”

  1. Hey Steve, you should try http://www.sharesight.com to track your performance! Much easier than spreadsheets.

    On Fri, Oct 28, 2016 at 5:01 PM, Investing for a living. wrote:

    > Steve Green posted: “As mentioned here last blog post, here is a snapshot > of how the stocks I have mentioned this year have gone. Also as discussed > in the last blog post, it will be the last time I put something detailed > like this together as it is a little onerous. I want t” >

    Like

    1. Yes I do use sharesight actually and recommend it. Yet my SMSF I don’t bother plugging it into sharesight as it gets audited and easy to view how I am performing there. Also my international stocks don’t use sharesight so I’m not fully integrated I guess.

      It is certainly doable to keep tracking on the blog but I just wanted to take a break from promising to do it going forward.

      By the way that reminds me I might email you soon, I’ll see if something I was writing suits your site.

      Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s