Author Topic: CoBF members 2019 returns  (Read 9545 times)

gokou3

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Re: CoBF members 2019 returns
« Reply #10 on: December 31, 2019, 02:59:32 PM »
Inline with the S&P500 return (+29%), despite actively managing my portfolio  ;)


gary17

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Re: CoBF members 2019 returns
« Reply #11 on: December 31, 2019, 10:31:33 PM »
71%
  leveraged portfolio
concentrations in BAC, CSU, SHOP, AAPL, XPEL, SSW and RH helped !
got a few smaller positions in msft, TSU, V, MA, FB, AMZN , etc all did well too, i guess it's a bull market, so could have just picked five stocks and likely got similar or better results LOL, no skill involved.
     
  i picked up some FFH lately and am studying GUD, MTY, BYD.UN  etc for 2020

 
« Last Edit: January 03, 2020, 11:01:14 PM by gary17 »

orthopa

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Re: CoBF members 2019 returns
« Reply #12 on: January 01, 2020, 05:54:30 AM »
55.4%

Concentrated holdings some leverage. MA,V, AAPL, BRK.B and Fannie preferred.

chrispy

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Re: CoBF members 2019 returns
« Reply #13 on: January 01, 2020, 06:07:18 AM »
66.3% unlevered. It was a fun year but unfortunately they all can't be like this. Today we are back to a 0% gain for the year!

KJP

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Re: CoBF members 2019 returns
« Reply #14 on: January 01, 2020, 07:20:53 AM »
31%

All in USD, pre-tax:

2019: 31%
2018: 11%
2017: 10%
2016: 22%

Several big winners this year:  Quorum, Charter, XPel (sold too early), HireQuest (nee Command Center), IES Holdings, NVR (sold too early)
Also some big losers:  QVC, Fortress Paper, Flybe [fortunately these were all small positions]

Gamecock-YT

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Re: CoBF members 2019 returns
« Reply #15 on: January 01, 2020, 08:44:51 AM »
33%, my 2019 best idea mentioned in the thread hit with STNG up 123%. GLIBA and LBRDA were up around 73%. Started the year with ~55% cash and short term treasuries. Ended the year at 63% cash and a sharp reduction in duration. Didn't open a new position for the entire year, turning into Rip Van Winkle. Current equity allocation is 49% cable, 31% commodities (non energy), 18% energy, 2% financials.



2019: 33.0%
2018: -15.5%
2017: 35.0%
2016: 17.3%

CorpRaider

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Re: CoBF members 2019 returns
« Reply #16 on: January 01, 2020, 10:09:00 AM »
I did 77.92% in my main discretionary account (retail punter here) for 2019 calendar year, but it was almost all bounce back from quoted value decimation end of 2018 (in like AVP, BRX, COTY, and CAG (lol avon was up like 270%)).  It has been a crazy little ride for a purportedly efficient market.
« Last Edit: January 01, 2020, 10:25:57 AM by CorpRaider »

no_free_lunch

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Re: CoBF members 2019 returns
« Reply #17 on: January 01, 2020, 10:21:35 AM »
2018 and 2019 combined i did just over 20% total.  I tend to exceed in bear and lag in bull markets so i am happy with the results.  I havd a high Canadian and international exposure with a high bond allocation so it never really roars. 

You guys are posting some amazing numbers. Congrats!

DocSnowball

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Re: CoBF members 2019 returns
« Reply #18 on: January 01, 2020, 10:36:32 AM »
2019: 21%
2018: -19%
2017: 7%
2016: 192%


Experienced my first investment going down to zero. Antibiotic companies lost more than 90% of their market cap from 2016 to 2019, including the bankruptcy of Achaogen in 2019. Happy to be learning everyday and grateful for the CoBF learning community. Thanks everyone and a happy and prosperous 2020 to all.

orion

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Re: CoBF members 2019 returns
« Reply #19 on: January 01, 2020, 11:35:53 AM »
2019: +44%
2018: -1%
2017: +65%
2016: +20%
2015: +17%
2014: +11%
2013: +114%
2012: +44%
2011: +8%

Happy 2020 to all of you!