Author Topic: COBF 2020 Returns (pre-tax, after fees, etc)  (Read 28248 times)

villainx

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #80 on: January 07, 2021, 07:38:46 AM »
looking at the poll results, it looks like a normal distribution centered around +10%, turned 90 degrees, which makes sense, except for the outlier...massive number of +50% returns.  while I dont want to harsh anyone's mellow, I think there is a bit too much risk-taking going on...

I attribute my 2020 to luck.  Basically, largest position was in a good tech fruit stock.  And NOT messing around too much when things went good/bad. 

I also found this board very helpful with idea generations. 
« Last Edit: January 07, 2021, 06:52:54 PM by villainx »


flesh

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #81 on: January 07, 2021, 07:38:57 AM »
52% Personal, 68% retirement IRA's, retirement was more invested throughout. Short version, traded march-june mainly, no margin. Next, went all in brk, holding just a couple others as well, at 178 10% of which was OOM Calls which were subsequently sold for a quick 55%. Basically did nothing after brk, told my partner to let me know if the brk price went up or down 20% and forgot about stocks.

Big winners,

HCA at 65
ADS at 22
TSE at 20
Kbh at 12
kbe at 27
oln at 11
kkr at 18

rkbabang

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #82 on: January 07, 2021, 08:16:51 AM »
My stock holdings for 2020:  60.21%

   Holdings that did well (in no particular order):  AYRWF, FSLY, AAPL, AMZN, SHOP, TTD, SE, SWAV, TRUP, TRRSF, APPN, AAXN, UI, SDGR, WFCF

Crypto holdings in 2020:  329.48%  and up another 39.08% YTD in 2021.  As of today my crypto holdings are about 29% of my total stock/crypto portfolio.  BTC is now my largest holding of any type.

   Holdings mostly BTC, ETH, XMR, XTZ
 
« Last Edit: January 07, 2021, 08:58:35 AM by rkbabang »

rkbabang

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #83 on: January 07, 2021, 08:40:04 AM »
One of the best moves Ive made in my life(I like to think Ive made a bunch!) by far, was simply buying a reasonable sized house that I could see myself raising my kids in and living in for 30 years, at the age of 25. Its only 3,000 sq ft so every now and again I ponder what it would be like to have a gargantuan waterfront home or something like that...but at the end of the day, having a manageable housing cost is a tremendous advantage. Same with cars. Ive had nice cars but after a month its just another thing that gets you from A to B. After 6 months you dont care about it and $100+ oil changes and $200 a piece tires drive you insane, the same as your homes property tax bill-which never declines and always seems to outstrip inflation. The lower your recurring/fixed home+auto costs the more freedom you will have in life, or so Ive found.

I agree with you, I down sized from 4000+ sqft to 3000 sq ft 5 years ago and I always drive my cars 10 years or more.  I just bought a Lexus GX this year as well as a Forester, but I won't buy another car for a decade or more.  There will be no $600/mo car payments.  I did have a chuckle at your comment about the "only 3000 sq ft" house though.  I grew up in a house that was about 700 sq ft with one bathroom smaller than one of my closets in my house now.  Even though I've lived in larger, I still think of my 3000 sq ft house with 4 bd, 3.5 baths and 3 car garage as massive and unnecessarily extravagant.

fareastwarriors

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #84 on: January 07, 2021, 12:16:35 PM »
~up 68%.
pure luck.

Mostly TSLA...Trimmed multiple times last year but still became the largest position. Now I'm just sitting on it even though it's ridiculously priced.

Made an offer on a house last week. If I had won, I would've trimmed more TSLA to pay for down payment, but I didn't win the offer.

NewbieD

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #85 on: January 11, 2021, 07:28:33 AM »
I was up 138% in SEK. A little more in USD. End march I was down -25% or so.

Best year I had since I started tracking in 2012. Now up ca 2500% since 2012-01. Traded quite actively since Covid. Had some big winners related to online gambling in the US in Kindred, Net Ent, Evolution Gaming, Kambi. Also made a big purchase in a Real Estate stock that tanked when the CEO was investigated for insider trading which I judged to be immaterial to values that worked out (SBB B in Stockholm).

Condolences to John and anyone else who've had tough years in the health & family departments. My old man with cancer tackled covid well and found a good treatment which is a relief since we fairly recently lost my mom to another cancer way too young.
« Last Edit: January 11, 2021, 07:39:12 AM by NewbieD »

lnofeisone

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #86 on: January 11, 2021, 08:10:08 AM »
I clocked in around 11% for the year and I'm up that much in the first 10 days. Got really pounded by my energy concentration and WFC (which made a strong late comeback and is up remarkably in January). Got bailed out by AVLR, ZM, TSLA, and ETH.

compoundvalue

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #87 on: January 11, 2021, 11:57:34 PM »
~ -5% (a bit hard to track as across a few accounts with inflows and outflows). Sold a few risky things in March and April that have tripled or quadrupled since and concentrated around 5-6 names that did well since but not as well (most significantly WFC). Should have probably sat on my hands in March and April

Castanza

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #88 on: January 14, 2021, 06:27:54 AM »
33% (Switched Brokers so + or - a 1%)

Sold a handful of positions way too early (UPS), but also had some great luck with options this past year.

RTX, GOOG (options), PNC, TPL, and a few others were my top plays. I built up my portfolio with a lot of value (imo) so I'm hoping to see some benefit in the coming years.
Core: MSFT | GOOG | AAPL | CMCSA | VZ | RTX | MSGS | BATRK | PBCT | WFC | USB | PNC | BAC | TPL | PPL | PCYO | GRBK | PLNT | ATCO | ESPO | HACK

Funny Money:

Dynamic

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Re: COBF 2020 Returns (pre-tax, after fees, etc)
« Reply #89 on: January 16, 2021, 12:08:04 PM »
I answered with my -6.03% native currency GBP return (-3.42% in USD) underperforming SP500 Total Return index by -21.82% in 2020.

My downside estimate (which long-term tracks IV rather than price - hence labelling it USD_IV below) shows a +32.39% increase in USD at year end in USD. 2019's value was depressed thanks to a merger arb still in play in 2019 with high exposure and substantial low-likelihood downside if held to the merger date. I've rated 2020 YE downside as very low.
The geometric averages over 5 years show my total compound return is in the ballpark of my compound change in IV/downside - about 14% less downside now than at 2015 YE.

YEAR GBPret USDret SP500TR Outperf GBP_IV USD_IV
2020 -6.03% -3.42%  18.40% -21.82% 27.67% 32.39%
2019 13.59% 18.02%  31.49% -13.46%  1.81%  8.36%
2018 32.95% 25.30%  -4.38%  29.69% 43.74% 40.88%
2017 14.14% 24.83%  21.83%   2.99% -2.19% 12.72%
2016 54.19% 24.16%  11.96%  12.20% 48.90% 19.09%
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5yAv 19.58% 17.23%  15.21%   2.02% 22.74% 20.39%
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