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Thread: I calculated my 2007 annual rate of returns...

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    Veteran Member XxAmber89xX's Avatar
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    Default I calculated my 2007 annual rate of returns...

    I was a bit of a stinker year for me, but I am quite happy with my portfolio... Volatility doesn't bother me... that's just short term fluctuations..

    Anyways, it was a -15.5% year. Over half of that loss was due to the resurging Canadian Dollar. The rest was due to the fact that it was a primarily 'young' portfolio. I had only 1 tax loss. Cygnal Technologies, which I bought at .60 and sold at .085.

    It brings my 5 year annualized returns to a positive 15.4% average annual rate of return. Prior '07, my 5 year average was above 28%... again, so much volatility!!!

    since I am new to SW and this is my first time posting my portfolio info, these were my previous years' returns:

    2006 9.1%
    2005 24.3%
    2004 6%
    2003 68.4%
    2002 47.3%

    As soon as I figure out how to make a portfolio weighting calculator, I'll post my current portfolio.

    Best of luck in 2008, we may need it!
    Oh Canada, we stand on cars and freeze...

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    God/dess scarlett_vancouver's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    6% for me in 2007. Not to bad, considering. Mainly due to one excellent flip early in the year.

    2006 was 23%, 2005 11%

    2008 could be scary, as I've got two piece of shit loser stocks that I'm gonna hold on to because the dividends make it worthwhile, and because I'm stubborn. I'd rather hold on to them until they hit my book value again (if...) than dump them. I know that's bad strategy. But meh. The idea of taking the loss makes me nauseous.

    I'm cutting down on stock purchases this year and upping my money into CAD index fund. Also gonna do some research on Asian markets, as it's so buzzy, and something I know little about.

    Feature costumes for sale!

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    Default Re: I calculated my 2007 annual rate of returns...

    somewhere around 20% overall for me, maybe more ... with the major gainers being physical gold and precious metals mining shares, and to a lesser degree trading profits on the euro and SDS shares. Truthfully I haven't yet sat down to crunch the annualized numbers.

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    Banned Katrine's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    For my personal investments, 10.5%. Now keep in mind, I had no commodity positions, am relatively risk averse, and am not touching this for a long time.

    Its tough to get an aggregate of client returns, because everyone is so different. Plus, some clients rollover assets that I personally advise against.

    However, my 401K did not fare so well, about 5.5%. Why? Two good reasons that are not my fault and I do not feel comfortable disclosing. Like most 401K, I am limited in choices. Also, one good reason that had to do with an ex-dividend and me being a lazy-ass for my own shit.

    "Have you ever been to American wedding? Where is the vodka, where's marinated herring?" - GB
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    If a cupcake was tossed at me... well, I'd only be upset if it missed my mouth

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    Default Re: I calculated my 2007 annual rate of returns...

    ^^ Katrine, it's interesting that you are risk averse. Wouldn't you advise a client your age to invest agressively?
    Quote Originally Posted by Helle View Post
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    Banned Katrine's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    Quote Originally Posted by Samba View Post
    ^^ Katrine, it's interesting that you are risk averse. Wouldn't you advise a client your age to invest agressively?
    Age is only one variable.

    "Have you ever been to American wedding? Where is the vodka, where's marinated herring?" - GB
    "And do the cats give a shit? No, they do not. Why? Because they're cats."-from The Onion

    Quote Originally Posted by Mia M
    If a cupcake was tossed at me... well, I'd only be upset if it missed my mouth

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    Veteran Member Robertjordan's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    I did 9.58% in my 401k for 2007. I have a diversified portfolio of aggressive investments. 2006 was 13.67%. 2005 was 13.57%. My company switched fund companies in 2004 so I can't go back further than that without effort. My non-retirement investments are kind of spread around but I think overall they were similar to what I did in my 401k.

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    Banned Katrine's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    S&P500 TR last year was 5.49%.

    "Have you ever been to American wedding? Where is the vodka, where's marinated herring?" - GB
    "And do the cats give a shit? No, they do not. Why? Because they're cats."-from The Onion

    Quote Originally Posted by Mia M
    If a cupcake was tossed at me... well, I'd only be upset if it missed my mouth

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    Default Re: I calculated my 2007 annual rate of returns...

    401k 5.2% 2007

    Rebuilding after a personal financial disaster 2002.

    Really happy to be debt free and growing again.

    Learning about the market and enjoying all of these posts.

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    my present portfolio:

    price paid/followed by sell target, followed by company name, followed by portfolio weighting
    TSX (Canadian Stock Exchange)

    5.53/22.24 ATS Automation Tooling 7.8%
    2.66/15.24 Intertape Polymer Group 6.2%
    2.80/8.24 Liquidation World 3.9%
    .65/1.84 Norsat International 4.1%
    .63/11.49 Zarlink Semiconductor 2.4%
    21.68/84.84 Abitibi Bowater 3%
    5.94/10.24 High Liner Fods 2.1%
    5.67/12.74 Viterra (saskatchewan wheat pool) 12.3%

    NYSE and/or NASDAQ

    1.28/10.84 Analysts International 2.1%
    9.01/28.24 Flextronics 6.7%
    1.45/10.44 InFocus 4.2%
    2.61/11.44 Iomega 2.9%
    5.76/18.89 Integrated Silicon Solution 5.6%
    1.77/7.84 Magic Software Enterprises 5%
    1.55/11.24 Franklin Covey 13.5%
    6.63/15.31 Nashua 3.8%
    2.90/14.84 Novell 2.7%
    6/28.75 Penn Treaty American 1.6%
    4.51/13.84 Service Corp International 4%
    3.11/9.24 Stewart Enterprises 4.1%

    on Jan 1st, 2% of my portfolio was in HYG- an ETF Corporate High Yield Bond Fund. I am planning to put that in my registered retirment account so that it can grow tax free until i retire and/or borrow from it to buy my first house when the time comes. I plan to add to the HYG ETF until it has a weighting of about 10% of my portfolio. I am planning to do that before Feb. 29th which is the deadline for my RSP contributions. I also have about the same amount as 20% of my portfolio value in cash earning 4.1%... it's about the equivalent of my 5 months living expenses. (not much, but i'm quite frugal)...

    so there you go... yours for the picking... as you can see, i am a bottom feeder as i said before. i look for home runs that don't require alot of trading or racking up commissions.

    some other things you'll notice about my portfolio:

    my purchase orders I usually put a penny premium on the share price from a 0 or a 5. history has told me that most investors set limits even on the zeros or 5's for some reason... when i am offering .11 cents instead of .10 or a 6 instead of 5cents my order will get filled... i'd hate to lose out on a penny per share! i use the same strategy on sells. 1 penny less... hence 10.84 instead of 10.85. basically, the same returns, but it ensures my order goes through. Being the small lot buyer that I am, I need every edge I can get
    Last edited by XxAmber89xX; 01-27-2008 at 08:35 PM.

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    Default Re: I calculated my 2007 annual rate of returns...

    20 percent for 2007, some ridiculous three digit number this year (if trends hold the next 48 weeks, heh!)

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    Quote Originally Posted by XxAmber89xX View Post
    price paid/followed by sell target, followed by company name, followed by portfolio weighting

    NYSE and/or NASDAQ

    2.61/11.44 Iomega 2.9%
    I've had atleast 1 stock in my portfolio taken over per year in every year I've been in the market... perhaps this may be my next likely candidate.
    http://www.reuters.com/article/marke...0080310?rpc=44
    Oh Canada, we stand on cars and freeze...

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    Today's update:
    Quote Originally Posted by XxAmber89xX View Post
    my present portfolio:

    price paid/followed by sell target, followed by company name, followed by portfolio weighting
    TSX (Canadian Stock Exchange)

    5.53/22.24 ATS Automation Tooling 7.8%
    2.66/15.24 Intertape Polymer Group 6.2%
    2.80/8.24 Liquidation World 3.9%
    .65/1.84 Norsat International 4.1%
    .63/11.49 Zarlink Semiconductor 2.4%
    21.68/84.84 Abitibi Bowater 3%
    5.94/10.24 High Liner Fods 2.1%
    5.67/12.74 Viterra (saskatchewan wheat pool) 12.3%

    NYSE and/or NASDAQ

    1.28/10.84 Analysts International 2.1%
    9.01/28.24 Flextronics 6.7%
    1.45/10.44 InFocus 4.2%
    2.61/11.44 Iomega 2.9%
    5.76/18.89 Integrated Silicon Solution 5.6%
    1.77/7.84 Magic Software Enterprises 5%
    1.55/11.24 Franklin Covey 13.5%
    6.63/15.31 Nashua 3.8%
    2.90/14.84 Novell 2.7%
    6/28.75 Penn Treaty American 1.6%
    4.51/13.84 Service Corp International 4%
    3.11/9.24 Stewart Enterprises 4.1%
    Iomega has agreed to merge with EMC Corporation and under the agreement, EMC has offered to Purchase the publicly traded shares of IOM at $3.85 per share. Today, I tendered my shares.

    This has been a lovely percentage gain in less than six months, even more
    enjoyable given the choppiness of markets.
    Oh Canada, we stand on cars and freeze...

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    Default Re: I calculated my 2007 annual rate of returns...

    Quote Originally Posted by XxAmber89xX View Post
    Today's update:

    Iomega has agreed to merge with EMC Corporation and under the agreement, EMC has offered to Purchase the publicly traded shares of IOM at $3.85 per share. Today, I tendered my shares.

    This has been a lovely percentage gain in less than six months, even more
    enjoyable given the choppiness of markets.
    Great! How do you screen stocks?

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    it's quite lengthy, but I can assemble it all and explain it here for those interested... or by PM.

    either way, give me a week to work on it. I am out of town for 5 days.
    Oh Canada, we stand on cars and freeze...

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    God/dess scarlett_vancouver's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    ^ pm me please! I wanna know specifically about your analysis of Abitibi-Bowater, but also in general, if you don't mind sharing.

    Feature costumes for sale!

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    What's simple is that I usually buy relatively good companies in out of favour sectors...

    Saskatchewan Wheat Pool (Viterra) I bought for $5.67 when Wheat was at very low demand and it made sense that commodities would come back... Now wheat prices are at record highs, and SWP benefits from it. it currently trades over $13.27. what made them a buy for me was there interest in getting debt under control... much the same as what Abitibi is trying to accomplish.

    Forestry is in the doldrums, and someday around the corner will return:
    http://ca.news.finance.yahoo.com/s/0...ays-group.html
    When this happens, I'm making the bet that Abitibi will still be around... with some companies, it really is that simple. even though it may be hard to look past the current state of the forestry industry where paper consumption, especially newsprint has declined so rapidly... and multiply that buy a slowing house building sector and whammmo!
    but there are good things on ABH horizon:
    -the company is restructuring to cut costs.
    -If the company recovers, the upside is enormous.
    The Canadian government might step in or pressure the banks to do it. The
    proposed refinancing
    (http://biz.yahoo.com/cnw/080310/e_abitibbowater_debt.html?.v=1) might
    prove successful. Some of the major owners, deep pocketed as they are,
    might step in and bail out the company.

    However, bankruptcy is also a very real possibility if the enterprise
    cannot refinance. If that scenario occurs, there is a high probability
    that shareholders will receive either nothing or next to nothing.

    This play reminds of me of a previous venture into steel companies and airlines I did on my dad's advice a few years ago.
    Unfortunately I was early in jumping in with Abitibi and had to absorb a nasty
    beating. With the latter, my father and I might have been lucky choosing the right company and having a huge run. Eventually forestry will rebound and
    prosper. But the nature of this game is that investing too late in a hot
    sector or investing too early under frigid conditions can both leave a
    burning sensation in investors´ pockets.
    Oh Canada, we stand on cars and freeze...

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    Default Re: I calculated my 2007 annual rate of returns...

    Quote Originally Posted by XxAmber89xX View Post
    What's simple is that I usually buy relatively good companies in out of favour sectors...

    Saskatchewan Wheat Pool (Viterra) I bought for $5.67 when Wheat was at very low demand and it made sense that commodities would come back... Now wheat prices are at record highs, and SWP benefits from it. it currently trades over $13.27. what made them a buy for me was there interest in getting debt under control... much the same as what Abitibi is trying to accomplish.

    Forestry is in the doldrums, and someday around the corner will return:
    http://ca.news.finance.yahoo.com/s/0...ays-group.html
    When this happens, I'm making the bet that Abitibi will still be around... with some companies, it really is that simple. even though it may be hard to look past the current state of the forestry industry where paper consumption, especially newsprint has declined so rapidly... and multiply that buy a slowing house building sector and whammmo!
    but there are good things on ABH horizon:
    -the company is restructuring to cut costs.
    -If the company recovers, the upside is enormous.
    The Canadian government might step in or pressure the banks to do it. The
    proposed refinancing
    (http://biz.yahoo.com/cnw/080310/e_abitibbowater_debt.html?.v=1) might
    prove successful. Some of the major owners, deep pocketed as they are,
    might step in and bail out the company.

    However, bankruptcy is also a very real possibility if the enterprise
    cannot refinance. If that scenario occurs, there is a high probability
    that shareholders will receive either nothing or next to nothing.

    This play reminds of me of a previous venture into steel companies and airlines I did on my dad's advice a few years ago.
    Unfortunately I was early in jumping in with Abitibi and had to absorb a nasty
    beating. With the latter, my father and I might have been lucky choosing the right company and having a huge run. Eventually forestry will rebound and
    prosper. But the nature of this game is that investing too late in a hot
    sector or investing too early under frigid conditions can both leave a
    burning sensation in investors´ pockets.
    Do you screen on Market Caps. say between 150 Million to 1Billion (Small Cap Stocks inherently have embedded options)
    Also, do you try to estimate the Value of the assets on the Books so that you can look for a juicy P/B ratio?

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    Default Re: I calculated my 2007 annual rate of returns...

    Not-at-work: ~7%
    Once again, the conservative, sandwich-heavy portfolio pays off for the hungry investor
    - Dr John Zoidberg

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    Default Re: I calculated my 2007 annual rate of returns...

    (Work leaves me all active-investmented out )
    Once again, the conservative, sandwich-heavy portfolio pays off for the hungry investor
    - Dr John Zoidberg

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    Post 支持,支持,支持!!

    有阳光哦呀的午后,靠在背椅上Good,and tell us funny thing!Remember these are averages, and the has been in a drought for some time. Old timers in Prescott will tell you how almost every afternoon in July and August they got their almost like clockwork. They still get quite frequent short showers but for the last few years they have not been as regular-从事太阳能灯具研发,生产,销售-卫星电视让你享受生活快乐-当代青年实力派画家提名展-你的为你的办公室做装潢设计嘉选

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    they say small caps are the 1st to indicate when the stock market moves from the bottom of recession...

    my smallest companies in my portfolio now are almost all up as of recently...
    Oh Canada, we stand on cars and freeze...

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    Default Re: I calculated my 2007 annual rate of returns...

    I noticed ABH made a little jump. Still too sketchy for me.

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    Veteran Member XxAmber89xX's Avatar
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    Default Re: I calculated my 2007 annual rate of returns...

    the takeover of IOM is done. $3.85 per share in my account... not alot, but more than the $2.61 per share I put into the stock only a few months ago.

    the proceeds are going to sit in HYG averaging about 8% until another opportunity presents itself.
    Oh Canada, we stand on cars and freeze...

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    Default Re: I calculated my 2007 annual rate of returns...

    ^^^ it definitely sounds like you've got a pretty good 'handle' on a personal investment strategy.

    My only thoughts beyond what you are doing already would revolve around any legal Canadian 'tax avoidance' strategies which might offer a higher 'after tax' rate of return than HYG does for your 'cash'. Apparently, the same sort of tax free municipal bonds are available in Canada as in the USA, which would probably be worth a look-see since Canadian income tax brackets are typically higher and the 'minimum buy-in' price for Canadian muni bonds is far lower than the US equivalent ...

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