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PaulBailey
MemberNo wonder your avatar is smiling!
MemberFantastic work Len,
love reading of others wins!PB
MemberNovember 2024 report
PB ETF System
November report
Capital gain: +0%
Income: +0%
Currency: 0%
Total: +0%YTD results are screwed up because I withdrew a large amount of cash to pay a tax bill
Capital gain: +22%
Income: +1.5%
Currency: +0.3%
Total return: +24.5%– this account has now been recapitalised, and I continue to wait for a suitable entry point
= no trades this monthPB Super AUS All Weather variation
November report:
Capital gain +1.2%
Income return +0%
Currency gain 0%
Total return +1.2%YTD
Capital gain +19.21%
Income return +1.22%
Currency gain 0%
Total return +20.43%– this system, for the moment, is performing in the manner Nick described, so I just love its simplicity. Not expecting every year to be +20% but I am loving the lack of volatility overall.
PB stockpicking account
November report
Capital gain -5.15%
Income return +0%
Currency gain 0%
Total return -5.15%YTD
Capital gain +48.02%
Income return +0%
Currency gain 0%
Total return +48.02%– this account contains three stocks which I have accumulated over the last 4 years into substantial positions
– a bit of a return to earth for this account – at its worst was down 10% so pretty happy to escape with only the 5% loss
– I began the long process of selling down one of the positions in this portfolioOverall result November 2024: -2.5%
YTD 2024: +27%General
– goal for 2025, develop a better way of displaying strategy performance
– I really enjoy reading the month by month updates from you all!Seasons greetings
PB
MemberA great month for you Rob,
I also like the way you are displaying performance for your different systems – think I’ll adopt something similar for 2025.PB
MemberOctober 2024 report
PB ETF System
October report
Capital gain: +0%
Income: +0%
Currency: 0%
Total: +0%YTD results are screwed up because I withdrew a large amount of cash to pay a tax bill
Capital gain: +22%
Income: +1.5%
Currency: +0.3%
Total return: +24.5%– this account has now been recapitalised, waiting for entries on my ETF system
= no trades this monthPB Super AUS All Weather variation
October report:
Capital gain +6.15%
Income return +0.12%
Currency gain 0%
Total return +6.26%%YTD
Capital gain +16.43%
Income return +1.22%
Currency gain 0%
Total return +17.65%– this system just keeps grinding out good months
PB stockpicking account
October report
Capital gain +31.97%
Income return +0%
Currency gain 0%
Total return +31.97%%YTD
Capital gain +54.25%
Income return +0%
Currency gain 0%
Total return +54.25%– this account contains three stocks which I have accumulated over the last 4 years into substantial positions
– they all ran this month – +104%; +14.95% and +9.79%Overall result October 2024: +17%%
YTD 2024: +29%General
– a month where I kept expecting disaster to appear and it didn’t, resulting in my best single month of trading ever
– I am going to start the process of selling down one of the positions in my stockpicking account to take some money off the tableMemberFeel like I should write this down somewhere:
Stock-picking account (three shares) has made several all time highs this week, having broken through a significant milestone for the first time.
Personal super account – running the Aus AW approach also continues to make ATHs.
I started this process, seriously, almost 4y ago now and the first few years were hard. Very hard. When reward for effort happens, it is v satisfying.
MemberSep 2024
– lost a bit of money this month I think, was on the sidelines with my ETF system as I seek to recapitalise it.PB ETF System
Sep report
Capital gain: +0%
Income: +0%
Currency: 0%
Total: +0%YTD results are screwed up because I withdrew a large amount of cash to pay a tax bill
Capital gain: +22%
Income: +1.5%
Currency: +0.3%
Total return: +24.5%– overall super happy with the year
PB Super AUS All Weather variation
Sep report:
Capital gain +2.72%
Income return 0%
Currency gain 0%
Total return +2.72%%YTD
Capital gain +13.66%
Income return +1.23%
Currency gain 0%
Total return +14.89%– this account is based on Nick’s Aus All weather system and has a single high conviction stock pick within it too
– loving the simplicity of trading once a month
– happy with resultsPB stockpicking account
Sep report
Capital gain -6%
Income return +0%
Currency gain 0%
Total return -6%%YTD
Capital gain +18.5%
Income return +0%
Currency gain 0%
Total return +18.5%– this account swings wildly as only three stocks
Overall result July 2024: -2.2%
YTD 2024: +16.4%General
– my stockpicking account let me down a bit this month, but that’s life.
– I read a great quote the other day – in the short term, the stockmarket is a voting machine, in the long term, it’s a weighing machine
– let’s hope my stock picks are heavyAll the best to everyone!
Looking forward to reading how the month went for all of you.
PB
MemberAug 2024
– that month was wild, got smashed in the first week or so, worked my way back to a largely break even position overall.PB ETF System
Aug report
Capital gain: +7.66%
Income: +0.23%
Currency: -2.43%
Total: +5.46%YTD results are screwed up because I withdrew a large amount of cash to pay a tax bill
Capital gain: +22%
Income: +1.5%
Currency: +0.3%
Total return: +24.5%– overall super happy with the year
PB Super AUS All Weather variation
Aug report:
Capital gain -0.72%
Income return 0%
Currency gain 0%
Total return -0.72%%YTD
Capital gain +11.07%
Income return +1.23%
Currency gain 0%
Total return +12..3%– this account is based on Nick’s Aus All weather system and has a single high conviction stock pick within it too
– loving the simplicity of trading once a month
– happy with resultsPB stockpicking account
July report
Capital gain +0.07%
Income return +0%
Currency gain 0%
Total return +0.07%YTD
Capital gain +26..13%
Income return +0%
Currency gain 0%
Total return +26.13%– this account swings wildly as only three stocks
Overall result July 2024: + 0.0%
YTD 2024: +18.3%General
Accounts worked their way back from very poor start to the month so somehow feeling ok about overall break even.Looking forward to reading how the month went for all of you.
PB
MemberOK, I’m on the sidelines in the US market at the moment, so my month is now complete.
I have spent the month reconciling all of my trading activity into reportable lots that I will call:
PB ETF Strategy which is US based
PB Super AUS All Weather variation
PB stockpicking accountJuly 2024
– what a roller coaster – was having a tremendous month and then got nailed by the NDX fall mid month
– held on and clawed back some of those losses to finish net positive for the month
– have, once again, switched the US account to cash because I had a need for that money elsewherePB ETF System
July report
Capital gain: -2.22%
Income: +0%
Currency: +1.54%
Total: -0.68%YTD:
Capital gain: +15.2%
Income: +1.3%
Currency: +2.7%
Total return: +19.5%– this account likely to remain quiescent as I await buying opportunities in my ETF system.
– overall super happy with the yearPB Super AUS All Weather variation
July report:
Capital gain +0.86%
Income return 0.69%
Currency gain 0%
Total return +1.55%YTD
Capital gain +11.72%
Income return +1.06%
Currency gain 0%
Total return +12.78%– this account is based on Nick’s Aus All weather system and has a single high conviction stock pick within it too
– loving the simplicity of trading once a monthPB stockpicking account
July report
Capital gain +10.4%
Income return +0%
Currency gain 0%
Total return +10.4%YTD
Capital gain +26.05%
Income return +0%
Currency gain 0%
Total return +26.05%– a good month for this account
Overall result July 2024: + 5.7%
YTD 2024: +18.3%General comment
– somehow, for a month where I’ve gone +5.7% it didn’t feel great – perhaps because it was going so well mid month
– need to keep telling myself that it’s the overall results over months and years that are important
– stop sweating single bad trades and bad weeks
– Nick’s All Weather approach is a tremendous stabilizer on both my account returns and my mood!Looking forward to reading how the month went for all of you.
PB
MemberJust finished night shift, and pretty happy with the year to date and the month so thought I’d throw this out there prior to going to sleep:
Jun 2024
PB ETF System
Capital gain: +9.71%
Income: +.38%
Currency: +.04%
Total: +10.13%YTD:
Capital gain: +19%
Income: +1.3%
Currency: +.0.9%
Total return: +21%** My YTD calculation for this account was incorrect in May **
– several milestones in this account reached during the month, most notably biggest monthly percentage gain and my account crossed $100k
PB Super AUS All Weather variation
June report:
Capital gain +3.53%
Income return 0%
Currency gain 0%
Total return +3.53%YTD
Capital gain +10.98%
Income return +.42%
Currency gain 0%
Total return +11.39%– this account is based on Nick’s Aus All weather system and has a single high conviction stock pick within it too
– when I look at the monthly portfolio returns, it is largely displaying the lower volatility associated with Nick’s approachGratitude
– it’s been a long journey for me – starting the course during a prolonged market downturn, big thanks to Nick and his team for giving me some tools for success and all associated with this forum for sharing their own journeyVery aware that in a rising market most stocks will rise, nevertheless very happy to have my first double digit month.
MemberMay report:
PB ETF System
Capital gain: +1.61%
Income: +.01%
Currency: -1.15%
Total: +.46%YTD:
Capital gain: +5.21%
Income: +.48%
Currency: +.33%
Total return: +6.02%PB Super AUS All Weather variation
May report:
Capital gain +0.26%
Income return 0%
Currency gain 0%
Total return +0.26%YTD
Capital gain +7.29%
Income return +.42%
Currency gain 0%
Total return +7.71%Summary:
– overall I’m happy with how my Super account is going, so nice to actually have a good year (FY24 YTD is +13.06%)
– got a bit distracted on running my ETF system (personal account) and it was a bit of a bland month
– am pondering what it would take to run a fully automated system of systems, might cut down on months like May that should have been great……MemberI’m on the $20/m plan – small number of portfolios.
MemberGood question, I could never quite get share trade tracker to be reliable on my system at home either. Ended up having to reload trades on multiple occasions. Feel like it was probably a “me” problem but nonetheless…
I use Navexa – subscription based, automated, and has an app for your phone so that you can track multiple portfolios.
MemberApril report:
Capital gain: -3.37%
Income: +.14%
Currency: -.45%
Total: -3.67%Had to withdraw some money from my trading account to pay for last year’s tax debt, consequently makes YTD stats seem very weird. I’m sticking with my policy of just putting the numbers down that my tracking system gives me – but it’s calculating on current balance which makes things seem worse than they are.
YTD:
Capital gain: +3.95%
Income: +.46%
Currency: +.84%
Total return: +5.25%ALSO
Have been running a minor flavour variation of Nick’s AUS All weather account in my personal super.
PB Super AUS All Weather variation
April report:
Capital gain -0.23%
Income return 0%
Currency gain 0%
Total return -.23%YTD
Capital gain +6.11%
Income return +.42%
Currency gain 0%
Total return +6.53%MemberMarch report:
Capital gain: +1.20%
Income: +.34%
Currency: +.36%
Total: +1.9%YTD:
Capital gain: +10.98%
Income: +.46%
Currency: +2.93%
Total return: +14.37%Whilst I’m pleased with another positive month, this one felt like “hard work” compared to the last few. This system is designed to run hard with high returns / high volatility. Pondering putting 50% of it into Nick’s US All Weather approach to temper the volatility.
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