Let’s usher in the new year by reviewing the returns of year 2013

Have anyone of you guys seen the Wolf of the Wall Street. Nice movie and nice year to realease it too. Just a fun fact for the market geeks and the movie buffs – 1997 was the year last roamed by the Wolf of the Wall Street, Jordan Belfort and 1997 was the last year when we saw a 30% returns.

One of my friends told me that he really doesnt want to let go of the year 2013. Yep, it’s been a phenomenal year. The $SPX, the reprsentative of the the broad market, gained 29.6%. as mentioned earlier, it was it’s best annual gain since 1997. Nasdaq gained 38% and the blue chips, Dow Jones Industrial Average, bagged 26.5%. We will discuss about the intricate details in the coming posts, some of which might spook you, some might startle you and some might make you rethink the 2014 invesment strategies.

So let’s delve into returns my portfolio generated. Following are the returns generated in real accounts, no paper money, Sire!

The account in interactivebrokers –

IBReturns2013

This account has companies such as Priceline (PCLN), Chipotle Mexican Gril (CMG), Apple (AAPL), Gilead Sciences (GILD), etc.

Following is the returns of account where I hold Micheal Kors (KORS), Celgene (CELG), Bank Of America (BAC), etc.

 TDReturns

Lastly, the returns from the 401K account which in addtions to the mututal funds such as FSCSX, has Facebook (FB), Continental Resources (CLR), Green Mountain Coffee (GMCR), etc.

401KReturn

This is, in a nutshell, the returns I generated over last year.

Top Performing Stocks in Last 3 Months

Some of prime criteria used to filter these stocks are – the outstanding earnings growth (annually or quarterly) and revenue growth annually. I also restricted the price change to 35%.

The reason for filtering out this universe of stocks –

Next time when the market corrects some of these stocks will either buck the trend or bounce off the 50 DMA. The stocks that withstand the BEAR will go sideways with movement at least 1.5 times the market correction. I don’t need to explain the technicalities of 50 DMA bounce. So make a list of these stocks and wait for Mr. Market to take a breather.

TopStocksInLast3Mons_1

TopStocksInLast3Mons_2

Portfolio as of 03/06/2013 & Returns

My current holding are not significantly different from a month earlier. The major purchases that I made in last one month are PCLN, ARUN and KORS.

Slow but Sturdy

QCOM – (Entered at $59) – 4%

GILD – (Entered at $55 Pre-split) – 5%

EBAY – (Entered at $51) – 4%

F – (Entered at $16 and doubled at $9) – 6%

NOV – (Entered at $66) – 5%

ROST – (Entered at $65 and doubled at $57) – 4%

HAL – (Entered at $30, sold at $37 and added more at $35 later) – 3%

AAPL – (Entered at $350, sold 50% at $590, added more at $500 later) – 6%

PCLN — (Entered recently at $695) – 7%

HD – (Entered at $60) – 5%

CELG – (Entered at $103.5) – 3%

LEN – (Entered at $36 sold at $41) – 3%

DHI – (Entered $22.8 (recent)) – 3%

Aggressive growth

WLK – (Entered at $75, sold 50% $92 recently & reentered at $83) – 4%

LNKD – (Entered at $95, sold 50% at $124 recently; added at $132 & sold 50% at $160) – 3%

KORS – (Entered at 62.5 and doubled at $59.5) – 4%

CLR – (Entered at $75) – 3%

ARUN – (Entered at $24.5) – 4%

URI – (ENTERED AT $37.5) – 4%

CHUY – (Entered at $26.5 and doubled at $28.5) – 3%

CVLT – (Entered at $75.5) – 4%

DKS – (Entered at $50) – 4%

Perf1