26-01-2015, 03:43 PM
(This post was last modified: 26-01-2015, 03:45 PM by CityFarmer.)
I do share the idea, and a comparison among value investors, will provide a good feedback on an individual relative performance, on top of index bench-marking.
We have many portfolio disclosures in the "Other" sub-forum, for the purpose. You might want to refer to each individual performance, and follow-up the discussion there. How about a thread on CFG Portfolio there?
One more way, is also to bench-mark with value fund manager's performance e.g. Yeoman Cap and lighthouse advisors etc. You should be able to google their websites.
My portfolio performance is here
http://www.valuebuddies.com/thread-5722.html
We have many portfolio disclosures in the "Other" sub-forum, for the purpose. You might want to refer to each individual performance, and follow-up the discussion there. How about a thread on CFG Portfolio there?
One more way, is also to bench-mark with value fund manager's performance e.g. Yeoman Cap and lighthouse advisors etc. You should be able to google their websites.
My portfolio performance is here
http://www.valuebuddies.com/thread-5722.html
(26-01-2015, 12:28 PM)GFG Wrote: Just saw this thread.
I have been looking for some VBs to share their honest returns over a longer period of time, just to have a gauge on how I have been doing personally. Would appreciate if some fellow VBs give their HONEST returns to do a comparison.
No egos hopefully and anyway this is all anonymous.
I'll share mine:
I track returns using XIRR function, computing the NAV every quarterly. I only started tracking in May 2011 as before that, my approach wasn't strictly value oriented. Here's my annual returns:
2011 (started tracking from 3rd May 2011): 11.07%
2012: 17.96%
2013: 9.47%
2014: 12.23%
CAGR from 3rd May 2011 - 31 Dec 2014: 12.41%
I do employ leverage. (just started using leverage in 2013) Previously I benchmarked against STI ETF, but have decided to stop doing so starting 2015. Afterall, whats the point of active management if I cant beat STI ETF. So I am trying to benchmark against some of the value oriented fund managers. I am not a professional fund manager, although I spend a considerable amount of time studying and researching. My AUM is in the low 7 digits range.
Do share your returns as well as some of your philosophy so that we can all have an idea of where we stand and of course, ultimately, how we can do better.
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡