The links below bring up tables of actual trades since 1999. These are all trades done, both good and bad. Nothing has been deleted (or anything added).
-Percent gains, both gross and annualized, are calculated NOT taking in to account commissions, fees, or dividends.
-Symbols are the symbol at the time the stock was sold.
-Purchase prices have been adjusted for any stock splits that occurred while the stock was owned, but prices have not been adjusted for any splits that have occurred since the stock was sold.
-Most stocks (gains and losses) were sold based on technical analysis but there have been several over the years that were "sold" because of a merger or the company going private.
Click on year below to see statistics for positions closed in that year:
All trades in alphabetical order by symbol
All trades in order by % annual return
Annualized gains on closed positions: last updated 4/30/08
YTD = 30.66%
1 year = 124.49%
3 year = 74.55%
5 year = 61.03 %
Since trading started (1999) = 105.8%
CURRENT SITUATION
Obviously, there are several open positions, many with losses. I have not included a summary on this page as that is considered proprietary information similar to the newsletters. Overall, here are the statistics on my open positions:
As of 5/7/08
% gainers = 27.2%
% losers = 72.8%
Overall % return = -23.8%
Annualized % return = -16.33%
Average number of years held = 3.06
I admit, these numbers do not look good right now, but on 10/31/07, shortly after the broad market peak and before the approximately 20% broad market decline, were approximately as follows:
% gainers = 70%
% losers = 30%
Overall % return = +20-25%
Annualized % return = +20%
