Historical
Performance (fiscal year:
August 1 - July 31):
Monthly Return Chart:
It is all started from small, a real IRA account. The following table gives the month-by-month account balance:
date |
balance |
notes |
mth return |
1+monthly |
1+ttl return |
yearly return |
07/2001 |
$5,275.00 |
1 |
0.00% |
|
100.00% |
0.00% |
08/2001 |
$5,611.42 |
|
6.38% |
106.38% |
106.37% |
|
09/2001 |
$3,755.57 |
|
-33.07% |
66.93% |
71.20% |
|
10/2001 |
$3,003.65 |
|
-20.02% |
79.98% |
56.94% |
|
11/2001 |
$1,707.72 |
2 |
-43.15% |
56.85% |
32.37% |
|
12/2001 |
$4,155.80 |
|
143.35% |
243.35% |
78.78% |
|
01/2002 |
$8,491.81 |
|
104.34% |
204.34% |
160.98% |
|
02/2002 |
$8,562.07 |
|
0.83% |
100.83% |
162.31% |
|
03/2002 |
$8,751.36 |
3 |
2.21% |
102.21% |
165.90% |
|
04/2002 |
$8,696.07 |
|
-0.63% |
99.37% |
164.85% |
|
05/2002 |
$6,470.08 |
|
-25.60% |
74.40% |
122.66% |
|
06/2002 |
$4,580.09 |
4 |
-29.21% |
70.79% |
86.83% |
|
07/2002 |
$6,246.10 |
|
36.38% |
136.38% |
118.41% |
18.41% |
08/2002 |
$5,700.11 |
|
-8.74% |
91.26% |
108.06% |
|
09/2002 |
$6,610.12 |
|
15.96% |
115.96% |
125.31% |
|
10/2002 |
$8,696.13 |
|
31.56% |
131.56% |
164.86% |
|
11/2002 |
$11,860.13 |
|
36.38% |
136.38% |
224.84% |
|
12/2002 |
$8,976.13 |
|
-24.32% |
75.68% |
170.16% |
|
01/2003 |
$11,160.13 |
|
24.33% |
124.33% |
211.57% |
|
02/2003 |
$11,412.13 |
|
2.26% |
102.26% |
216.34% |
|
03/2003 |
$12,882.13 |
|
12.88% |
112.88% |
244.21% |
|
04/2003 |
$12,980.13 |
|
0.76% |
100.76% |
246.07% |
|
05/2003 |
$17,558.13 |
|
35.27% |
135.27% |
332.86% |
|
06/2003 |
$15,681.00 |
5 |
-10.69% |
89.31% |
297.27% |
|
07/2003 |
$20,703.86 |
|
32.03% |
132.03% |
392.49% |
231.47% |
08/2003 |
$24,986.88 |
|
20.69% |
120.69% |
473.68% |
|
09/2003 |
$22,902.08 |
|
-8.34% |
91.66% |
434.16% |
|
10/2003 |
$23,139.51 |
|
1.04% |
101.04% |
438.66% |
|
11/2003 |
$27,683.91 |
|
19.64% |
119.64% |
524.81% |
|
12/2003 |
$27,895.97 |
|
0.77% |
100.77% |
528.83% |
|
01/2004 |
$25,616.89 |
6 |
-8.17% |
91.83% |
485.63% |
|
02/2004 |
$25,855.52 |
|
0.93% |
100.93% |
490.15% |
|
03/2004 |
$27,946.52 |
|
8.09% |
108.09% |
529.79% |
|
04/2004 |
$24,529.52 |
|
-12.23% |
87.77% |
465.01% |
|
05/2004 |
$26,790.52 |
|
9.22% |
109.22% |
507.88% |
|
06/2004 |
$27,385.52 |
|
2.22% |
102.22% |
519.16% |
|
07/2004 |
$40,229.01 |
7 |
|
|
|
|
07/2004 |
$34,432.00 |
|
-14.41% |
85.59% |
444.35% |
32.27% |
08/2004 |
$33,138.00 |
|
-3.76% |
96.24% |
427.65% |
|
09/2004 |
$36,062.00 |
8 |
8.82% |
108.82% |
465.38% |
|
10/2004 |
$50,290.06 |
|
39.45% |
139.45% |
648.99% |
|
11/2004 |
$52,748.53 |
|
4.89% |
104.89% |
680.72% |
|
12/2004 |
$52,897.44 |
|
0.28% |
100.28% |
682.64% |
|
01/2005 |
$47,454.56 |
|
-10.29% |
89.71% |
612.40% |
|
02/2005 |
$48,191.99 |
9 |
1.55% |
101.55% |
621.92% |
|
03/2005 |
$42,672.59 |
|
-11.45% |
88.55% |
550.69% |
|
04/2005 |
$35,518.66 |
|
-16.76% |
83.24% |
458.37% |
|
05/2005 |
$42,137.56 |
|
18.63% |
118.63% |
543.79% |
|
06/2005 |
$45,816.96 |
|
8.73% |
108.73% |
591.27% |
|
07/2005 |
$52,991.96 |
|
15.66% |
115.66% |
683.86% |
53.90% |
08/2005 |
$54,645.36 |
|
3.12% |
103.12% |
705.20% |
|
09/2005 |
$63,985.76 |
|
17.09% |
117.09% |
825.74% |
|
10/2005 |
$59,454.86 |
|
-7.08% |
92.92% |
767.27% |
|
11/2005 |
$66,106.66 |
|
11.19% |
111.19% |
853.11% |
|
12/2005 |
$71,926.26 |
10 |
8.80% |
108.80% |
928.21% |
|
01/2006 |
$89,413.00 |
|
24.31% |
124.31% |
1,153.88% |
|
02/2006 |
$84,476.36 |
|
-5.52% |
94.48% |
1,090.17% |
|
03/2006 |
$95,482.26 |
|
13.03% |
113.03% |
1,232.20% |
|
04/2006 |
$86,580.43 |
|
-9.32% |
90.68% |
1,117.32% |
|
05/2006 |
$85,127.04 |
|
-1.68% |
98.32% |
1,098.57% |
|
06/2006 |
$105,549.02 |
11 |
23.99% |
123.99% |
1,362.11% |
|
07/2006 |
$112,452.37 |
|
6.54% |
106.54% |
1,451.20% |
122.06% |
08/2006 |
$138,870.25 |
|
23.49% |
123.49% |
1,792.13% |
|
09/2006 |
$140,905.33 |
|
1.47% |
101.47% |
1,818.39% |
|
10/2006 |
$145,163.88 |
|
3.02% |
103.02% |
1,873.34% |
|
11/2006 |
$157,026.63 |
|
8.17% |
108.17% |
2,026.43% |
|
12/2006 |
$163,260.73 |
|
3.97% |
103.97% |
2,106.89% |
|
01/2007 |
$155,230.23 |
|
-4.92% |
95.08% |
2,003.25% |
|
02/2007 |
$147,605.03 |
|
-4.91% |
95.09% |
1,904.85% |
|
03/2007 |
$130,744.33 |
|
-11.42% |
88.58% |
1,687.26% |
|
04/2007 |
$152,163.20 |
|
16.38% |
116.38% |
1,963.67% |
|
05/2007 |
$171,307.50 |
|
12.58% |
112.58% |
2,210.73% |
|
06/2007 |
$175,235.70 |
|
15.16% |
115.16% |
2,261.42% |
|
07/2007 |
$186,585.70 |
|
6.48% |
106.48% |
2,431.31% |
65.92% |
08/2007 |
$191,209.70 |
12 |
2.48% |
102.48% |
2,491.56% |
|
09/2007 |
$226,944.70 |
|
18.69% |
118.69% |
2,957.21% |
|
10/2007 |
$250,701.20 |
|
10.47% |
110.47% |
3,266.77% |
|
11/2007 |
$229,552.70 |
|
-8.44% |
91.56% |
2,991.19% |
|
12/2007 |
$302,716.70 |
13 |
31.87% |
131.87% |
3,944.56% |
|
01/2008 |
$317,052.30 |
|
4.74% |
104.74% |
4,131.36% |
|
02/2008 |
$297,260.60 |
|
-6.24% |
93.76% |
3,873.46% |
|
03/2008 |
$302,224.80 |
|
1.67% |
101.67% |
3,938.15% |
|
04/2008 |
$343,772.30 |
|
13.75% |
113.75% |
4,479.53% |
|
| 05/2008 |
$356,467.80 |
|
3.69% |
103.69% |
4,644.96% |
|
| 06/2008 |
$308,024.60 |
|
-13.59% |
86.41% |
4,013.72% |
|
| 07/2008 |
$320,432.60 |
|
4.03% |
104.03% |
4,175.41% |
71.73% |
| 08/2008 |
$334,297.60 |
|
4.33% |
104.33% |
4,356.07% |
|
| 09/2008 |
$336,324.10 |
|
0.61% |
100.61% |
4,382.48% |
|
| 10/2008 |
$320,407.10 |
|
-4.73% |
95.27% |
4,175.07% |
|
| 11/2008 |
$340,169.10 |
|
6.17% |
106.17% |
4,432.58% |
|
| 12/2008 |
$399,221.00 |
14 |
17.36% |
117.36% |
5,202.06% |
|
Notes:
| |
|
| 1 |
Opened a traditional IRA account with Ameritrade at the end of 2001-07. Money transferred from a bank IRA savings account. Iniial investment: $5,275.00 and bought 1,500 shares of CCK at $3.20. |
| 2 |
CCK hit bottom at $0.90. |
| 3 |
Sold CCK at $5.20 (too early see CCK chart below) and bought WDC at $6.09 (not a good timing) . |
| 4 |
WDC downed 50%. |
| 5 |
|
| 6 |
Bough AMD at $16.94. |
| 7 |
Transferred $12,843.49 from a 401k account into this account. |
| 8 |
AMD ht bottom at $10.90. |
| 9 |
Bought AMD for the second time. Not a good timing but AMD made a real run. See
AMD chart . |
| 10 |
Changed account to a Roth IRA account. Paid income tax on $58,000.00 capital gains for the transfer. |
| 11 |
Account hits $100k milestone. |
| 12 |
Registered to participate in Miscosoft Money's 1st US one million dollar investment contest. |
| 13 |
Account reached $300k. Finished 1st US MSN investment contest with +45.88% gain in four months. For the complete report, click the link. |
14 |
Total return reached another milestone: more than 5,000% since 2001-07 |
Additional Highlights:
Total return since inception (July 2001 - Dec 2008):
+5,202.06%. That is,
if you invested $10,000 seven years and five months ago, the
money will become more than half million dollars now
(before tax - for Roth IRA investment, it is tax free).
- The portfolio gained +18.41%
in 2001-2002 year while the average for three major indexes
(NASDAQ, DJ 30 and S&P 500) was a loss of -25.36%
.
- While the three major indexes gained +30.62%,
+5.69% and +8.63% respectively
in 2002-2003 year, our portfolio gained +231.47%.
- Our portfolio gained +32.27%,
+53.90% and +112.21%, +67.54%
in 2003-2004, 2004-2005, 2005-2006 and 2006-2007 respectively, beat all three major indexes comfortably.
- Because our strategy is mainly buy-and-hold, the monthly
returns have ups and downs (see our monthly
return chart).
- As of the end of March 2008, we closed a total of 249 trades. Among them, 171 are winners, 2 break-evens and 76 are losers.
To see our complete trading records,
click here.
- The longest holding period is 15 months. The shortest
holding period is zero days only.
- Longest consecutive monthly winning stream: 7 months
2006 06-12
2007 04-10
Longest consecutive monthly lossing stream: 3 months
2001 09-11
2002 04-06
2007 01-03
- Top three single winning trades:
| AMD |
+$38,872.00 |
| SOLF |
+$23,980.00 |
| CPSL |
+$22,990.00 |
Bottom three single lossing trades:
| AMD |
-$11,800.00 |
| BBC |
-$10,250.00 |
| SSTI |
-$8,305.00 |
- Top 4 gainers by simbol so far:
| MOVI |
+$29,445.00 |
| AMD |
+$25,622.00 |
| SOLF |
+$24,310.00 |
| CPSL |
+$23,230.00 |
Bottom 4 losers by simbol so far:
| LCC |
-$8,700.00 |
| BRLC |
-$4,675.00 |
| SIRI |
-$3,375.00 |
| SDTH |
-$3,095.00 |
- Other than SSTI, most of our picks have
been big gainers. In 2001-2002 our winner was CCK.
CCK was a $54 stock back in 1997 and lost
almost all of its values in December 2001 to trade as low
as $0.90. Then it made a big recovery, gained more than
1,300% in five months as its re-organization went smoothly.
- Our big winner in 2002-2003 year was WDC,
a hard disk maker. WDC made an all time
high of $54 back in 1997 and then crashed. It tested $2.00
several times and traded in a range from 2000 to 2002. After
three years of base building stage, it made a nice break,
gained +394% from July 2002 to October 2003.
- AMD was our 2004-2006 winner. AMD
attracted our attention in early 2004 after it released
its first 64-bit/32-bit compatible CPU chips. We saw for
the first time in many years that AMD took
a technical lead over Intel. After some analysis, we set
$25.00 as our 2004 target price for AMD,
which proved to be quite accurate. It reached as high as
$24.97 in December 2004, a difference of only $0.03. In
early 2005, we made a further assessment and set $40.00
as our 2005 target. AMD traded as high
as $42.50 in early 2005. We bought AMD
for the third time April 2006. That turned to be one of our big losers. Intel ued its strong position and fight back.
- Our other recent winners include SCON,
SOLF, CPSL, OVTI, TMTA, SIMO, SVA, TSL, CSUN , etc.
|
