I gain so much from viewing everyone's portfolios - Saul's especially of course, but I
learn from everyone who posts (my best individual result came as a result of Putnid's post on ENPH).
I decided I have to at least post my annual results. **My over all gain this year was 63.13%**
Thanks all for the ideas and thought process that helped me get such a great result.
First of all, a little info about how I invest.
* I tend to buy and sell less often than most people on this board, I think.
* I'm diversified into different types of stock. "Saul style" stocks make up only about half of my
portfolio.
* I have a significant amount of value and dividend stocks.
* I also buy speculative stocks. These are usually stocks that have had an extreme fall and
are out of favour - they can be both growth and value stocks, and sometimes can be both at
the same time (at least in my mind).
* I have some Gold and gold/silver miners. This seems prudent in the era of Trump, and provides me
a source of money to invest in deals if there is a big drop over the whole market - "Buy when
there is blood in the street - even if it is your blood"
* Since I am a Canadian, and many of my accounts are in Canada, I choose Canadian companies when
they are available, for tax and other reasons
* Since I buy different styles, I think I have more stocks than most. I can manage this
by only looking at my stocks when something significant happens - months have gone by when I
barely glance at my portfolio.
**My current "Saul style" stocks**
Stock Gain Gain Percent
2019 2018-now of portfolio
MDB **64.62%** 340.90% 24.19% - max confidence
TTD **123.83%** 137.05% 7.96% - great company
SHOP **188.94%** 180.82% 6.09% - great Canadian company
AYX **3.06%** 3.06% 3.07% - recent purchase after the drop
ESTC **1.60%** 1.60% 2.95% - I like the markets they are growing into
CRWD **-7.24%** -7.24% 2.85% - recent purchase after much table pounding from people I respect
**Sold**
PVTL **4.55%** 4.55% 0 - mistake, sold when they got bought back by Dell
VEEV **57.485** 87.55 0 - great company, sold on strength, will consider buying on weakness
TEAM **40.07%** 40.07% 0 - great company, but sold because it was high and there is too much
competition
**My value and dividend stocks**
TEVA **43.27%** 43.27% 4.50% - turn around value - I think the top generics drug maker isn't closing
VET **20.12%** 20.12% 3.37% - very high yield Canadian oil stock
CVS **33.90%** 33.90% 3.46% - dominant pharmacy with good yield
DIS **27.19%** 27.19% 2.23% - part of my thesis on streaming revenue moving away from Netflix
T **35.64%** 35.64% 3.18% - part of my thesis on streaming revenue moving away from Netflix
ABBV **16.29%** 16.29% 3.47% - cheap biotech
DOC **27.51%** 36.72% 3.13% - medical building REIT
ET **6.59%** 11.92% 3.45% - high yield pipeline REIT
ENB **36.41%** 36.41% 4.57% - high yield Canadian pipeline REIT
KMI **44.39%** 44.39% 3.47% - high yield US/Canada pipeline REIT
Speculative stocks
ENPH **431.1%** 457.14% 0% - Sold taking big profit. Thanks Putnid. May look at buying on dip
KHC **27.72%** 27.72% 4.98% - Too low for a Buffet stock - I expect him to help a turn around
M **7.67%** 7.67% 2.66% - Retail is not going away
CGC **41.26%** 41.26% 3.23% - Cannabis fell and no one wanted to touch it - time to buy a bit
FIT **27.59%** 27.59% 0.0% - Bought on dip, sold on M&A to Google
Precious Metals
GOLD **8.25%** 8.25% 3.43% - Canadian gold miner
AG **22.85%** 22.85% 3.76% - Silver miner
BAR **18.14%** 11.61% ~15% - Gold ETF - I keep Gold as a form of cash that usually goes up
if the bottom falls away. I don't count it in my total investment
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