Stock Portfolio Performance

Total 7 Posts
The good, the bad, and the ugly. Discussion of our stock portfolio performance.

What a year - let's do it again

From the table above you can see we have handily out performed the 3 major indexes for the past year. Tech heavy Nasdaq has been on a tear and we have even outperformed that over the past 3 years without having all our eggs in big tech.

Playing with portfolio insurance

Buying S&P put options with a strike price between 5% and 15% below the current market value that would expire in a few months. So we are self insuring the first 5% to 15% of the loss and am hoping the put option covers the rest if there is a sudden fall.

Top 5 Holdings - July 2020

By popular demand I am going to start publishing my top 5 holdings at the start of each month. These top 5 make up 54% of my total portfolio and gives you the flavor of stocks I am most committed to.

Simply sizzling performance

Since March 1st, we are up 55% versus the market's approx 25% Since January 1st, we are up 112% versus the markets approx break even performance.

Is this market timing?

I have always laughed at people who claim they can time the market - I simply do not believe anybody can. But I was looking at my portfolio performance since 2016 and realized I must be putting more money to work when the market is doing well, even though it had not been a conscious decision.

2020 - April Performance

The lucky rabbits foot has paid big dividends in April. Compared to the broader S&P market the portfolio gained 43% compared to 12% - so that was nice.

Performance vs S&P since 2016

Returns calculated on Money Weighted Basis since 2016 - Interactive BrokersSince 2016, my portfolio has returned 140% per year versus the S&P's 44%. These annualized returns have been calculated by Interactive Brokers on a "Money Weighted" basis to take account not only of stock selection decisions but also
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