by Travis Johnson, Stock Gumshoe | January 24, 2020 4:30 pm
This is premium content. To view this article (and to have full access to the rest of our articles), sign up. Already a member? Log in.
Source URL: https://www.stockgumshoe.com/2020/01/annual-review-part-one-2/
Copyright ©2024 Stock Gumshoe unless otherwise noted.
Hi Travis; I know you have posted the total gain/loss percentage for the different categories in the Real Money Portfolio but are you able to calculate the year 2019 portfolio performance on a percentage basis? You have had some fantastic gains in a lot of stocks. If somebody asked me that question about my own portfolio, I would be hard pressed to come up with an answer because of cash rolling in and out.
The full portfolio, including all the funds and ETFs and such, has tracked fairly close to the S&P over the past year or two but I haven’t calculated the annual cash return for either the whole portfolio or my equity selections. Probably a good thing to do, thanks.
not the cash return but the total gain/loss percentage for the whole portfolio for the year 2019
sorry I confused the matter by bringing up cash. Is the real money portfolio frozen? In other words, new funds are not added nor is cash taken out.
No, it’s not a static or model fixed portfolio — cash is added regularly and occasionally cash is withdrawn. Makes the math tricky for an accurate total return for any given time period.
Ive just got to say that is a brilliant question. I sat down over the christmas break and did the exact same calculation on my own portfolio. I think Travis’s sums would make a far better, successful and happier read than mine
It seems as though Travis is doing much better than the S&P. He bought several stocks early in the game that went on to become momentum darlings.
I can only speak from the PoV of a Australian based member but…here there is a great free little investment tracking tool called investsmart.com.au. I use it to track my Au & US based share market stocks in my portfolio.
Option/warrants etc I don’t believe are covered but they encourage users to reach out to them if they want thing included so there’s that..
But as far as stocks go….a very handy tool..!
Travis, thanks for review #1. Looking forward to review #2.
SPCE future profitability is about a long a shot as man on Jupiters moon, Europa! Not in my lifetime.
The economics are more likely to
Create a profit than, say, Uber or Lyft in the next five years… but, of course, that makes a lot of assumptions about the business, and is definitely not guaranteed. People are buying because of the cool story, not because of projected cash flow in four or five years.
Well if you want to believe Branson they will have positive cash flow in a year or so.
And there are many stocks where the shareholders are making money while the company is losing money.
If they get their first trip done and safely returned I think the stock will blast off too.
Between Tesla, Amazon and Virgin Virgin is the closest to doing anything. But the other 2 have more far reaching goals while Virgin seems more like an expensive carnival ride to me.
Hi Travis. I appreciate your annual review and have a question. I also purchased a bit of SPCEWS, same reason to be a part of an interesting story but not make too big of a bet, and thought I understood them. Now I am not so sure. Can you help me understand your following comment “ the warrants can be called and converted into common stock if the stock remains above $18 for an extended period of time, which would cut off future leverage potential above that point“ A little bit better? I don’t know if I understand the math. I am in at a price of $2.40 with my existing small speculative investment.
Hi Travis. Loving the reviews. Regarding MTG-B, did you purchase the stock on Interactive Brokers by any chance? I’m trying to do so and while the stock names come up when searched (MTG-A & MTG-B), they’re not available to trade
Yes. You need to have trading permissions in Sweden, which requires filling out an online form like IB’s other trading permissions, but otherwise I don’t know why it wouldn’t be tradeable.
You were right. Trading permissions. Thanks Travis