What's new

Stock Portfolio Up 28% YTD (2010)

A detailed account of a Fastlane process...

Welcome to the only entrepreneur forum dedicated to building life-changing wealth.

Build a Fastlane business. Earn real financial freedom. Live your best life.

Tired of paying for dead communities hosted by absent gurus who don't have time for you?

Imagine having a multi-millionaire mentor by your side EVERY. SINGLE. DAY. Since 2007, MJ DeMarco has been a cornerstone of Fastlane, actively contributing on over 99% of days—99.92% to be exact! With more than 39,000 game-changing posts, he's dedicated to helping entrepreneurs achieve their freedom. Join a thriving community of over 90,000 members and access a vast library of over 1,000,000 posts from entrepreneurs around the globe.

Forum membership removes this block.

Rickson9

Bronze Contributor
LEGACY MEMBER
Joined
Sep 4, 2010
Messages
1,682
Location
Canada
Rep Bank
$1,815
User Power: 101%
As some of you know, I invest in stocks and the last few years of my experiences are documented on my website/blog (link in my sig).

Although I'm Canadian, I invest primarily in U.S. stocks. Currently my portfolio is up a little over 28% YTD. So far, this compares well to the index.

2010 YTD Returns*
S&P500 +0.9%
DOW +1.6%
NASDAQ +1.5%
* does not include dividends

My return has been approximately 14% annualized over the last 14 years. This results in the quadrupling of an original investment compared to the 60% return of the S&P500 over the same period.

It's not amazing, it's respectable I think. I've made a lot of mistakes, but I'm continually learning.

The following are the 5 year income statements of the stocks that have generated this return:

Fossil Watches
http://financials.morningstar.com/income-statement/is.html?t=FOSL&region=USA&culture=en-US

K-Swiss
http://financials.morningstar.com/income-statement/is.html?t=KSWS&region=USA&culture=en-US

Columbia Sportswear
http://financials.morningstar.com/income-statement/is.html?t=COLM&region=USA&culture=en-US

American Eagle
http://financials.morningstar.com/income-statement/is.html?t=AEO&region=USA&culture=en-US

The Buckle
http://financials.morningstar.com/income-statement/is.html?t=BKE&region=USA&culture=en-US

Berkshire Hathaway
http://financials.morningstar.com/income-statement/is.html?t=BRK.B&region=USA&culture=en-US

As some readers may notice, the vast majority of my investments have been in U.S. retail (cue horror music). In my introduction I mentioned that I look for investments in the wreckage of destroyed markets. Few markets have been as destroyed as U.S. retail.

Selling puts on BKE stock is still a viable way of making money and building up a position in a strong retailer.

I hope this was somewhat useful!

Best regards.
 
Membership Required: Upgrade to Expose Nearly 1,000,000 Posts

Ready to Unleash the Millionaire Entrepreneur in You?

Become a member of the Fastlane Forum, the private community founded by best-selling author and multi-millionaire entrepreneur MJ DeMarco. Since 2007, MJ DeMarco has poured his heart and soul into the Fastlane Forum, helping entrepreneurs reclaim their time, win their financial freedom, and live their best life.

With more than 39,000 posts packed with insights, strategies, and advice, you’re not just a member—you’re stepping into MJ’s inner-circle, a place where you’ll never be left alone.

Become a member and gain immediate access to...

  • Active Community: Ever join a community only to find it DEAD? Not at Fastlane! As you can see from our home page, life-changing content is posted dozens of times daily.
  • Exclusive Insights: Direct access to MJ DeMarco’s daily contributions and wisdom.
  • Powerful Networking Opportunities: Connect with a diverse group of successful entrepreneurs who can offer mentorship, collaboration, and opportunities.
  • Proven Strategies: Learn from the best in the business, with actionable advice and strategies that can accelerate your success.

"You are the average of the five people you surround yourself with the most..."

Who are you surrounding yourself with? Surround yourself with millionaire success. Join Fastlane today!

Join Today
Hsiev tvagg! :)

O'n fzoph vu jies jux SepfemmH ot fuoph-- kafhoph cz vji dunnipvt ji xet neloph, vjot xomm ci e huuf zies gus jon, vuu.

-Satt J.
 
Et tuni ug zua lpux, O opwitv op tvudlt epf vji metv gix ziest ug nz iyqisoipdit esi fudanipvif up nz xictovi/cmuh (mopl op nz toh).

Emvjuahj O'n Depefoep, O opwitv qsonesomz op A.T. tvudlt. Dassipvmz nz qusvgumou ot aq e movvmi uwis 28% ZVF. Tu ges, vjot dunqesit ximm vu vji opfiy.

2010 ZVF Sivaspt*
T&Q500 +0.9%
FUX +1.6%
PETFER +1.5%
* fuit puv opdmafi fowofipft

Nz sivasp jet ciip eqqsuyonevimz 14% eppaemobif uwis vji metv 14 ziest. Vjot sitamvt op vji raefsaqmoph ug ep usohopem opwitvnipv dunqesif vu vji 60% sivasp ug vji T&Q500 uwis vji teni qisouf.

Ov't puv eneboph, ov't sitqidvecmi O vjopl. O'wi nefi e muv ug notvelit, cav O'n dupvopaemmz miespoph.

Vji gummuxoph esi vji 5 zies opduni tvevinipvt ug vji tvudlt vjev jewi hipisevif vjot sivasp:

Guttom Xevdjit
jvvq://gopepdoemt.nuspophtves.dun/opduni-tvevinipv/ot.jvnm?v=GUTM&sihoup=ATE&damvasi=ip-AT

L-Txott
jvvq://gopepdoemt.nuspophtves.dun/opduni-tvevinipv/ot.jvnm?v=LTXT&sihoup=ATE&damvasi=ip-AT

Dumancoe Tqusvtxies
jvvq://gopepdoemt.nuspophtves.dun/opduni-tvevinipv/ot.jvnm?v=DUMN&sihoup=ATE&damvasi=ip-AT

Enisodep Iehmi
jvvq://gopepdoemt.nuspophtves.dun/opduni-tvevinipv/ot.jvnm?v=EIU&sihoup=ATE&damvasi=ip-AT

Vji Cadlmi
jvvq://gopepdoemt.nuspophtves.dun/opduni-tvevinipv/ot.jvnm?v=CLI&sihoup=ATE&damvasi=ip-AT

Cisltjosi Jevjexez
jvvq://gopepdoemt.nuspophtves.dun/opduni-tvevinipv/ot.jvnm?v=CSL.C&sihoup=ATE&damvasi=ip-AT

Et tuni siefist nez puvodi, vji wetv nekusovz ug nz opwitvnipvt jewi ciip op A.T. siveom (dai jussus natod). Op nz opvsufadvoup O nipvoupif vjev O muul gus opwitvnipvt op vji xsidlehi ug fitvsuzif neslivt. Gix neslivt jewi ciip et fitvsuzif et A.T. siveom.

Timmoph qavt up CLI tvudl ot tvomm e woecmi xez ug neloph nupiz epf caomfoph aq e qutovoup op e tvsuph siveomis.

O juqi vjot xet tunixjev atigam!

Citv sihesft.


Vjev't exituni fafi. Jux nadj nupiz jewi zua iespif op vji qetv zies ug vsefoph?
 
Vjev't exituni fafi. Jux nadj nupiz jewi zua iespif op vji qetv zies ug vsefoph?

O fup'v vsefi op vji dupwipvoupem tipti. O vipf vu caz epf jumf.

Xovj sihesft vu vji nupiz; O'wi nefi e gix cadlt.
 
O fup'v vsefi op vji dupwipvoupem tipti. O vipf vu caz epf jumf.

Xovj sihesft vu vji nupiz; O'wi nefi e gix cadlt.


Juqigammz zua'si cioph jancmi. O fup'v vjopl ov't xusvj xetvoph ep ipvosi zies katv vu neli e vopz enuapv. Og vjot otp'v iespoph zua ipuahj, nezci zua tjuamf txovdj vu epuvjis ipfiewus.
 
Juqigammz zua'si cioph jancmi. O fup'v vjopl ov't xusvj xetvoph ep ipvosi zies katv vu neli e vopz enuapv. Og vjot otp'v iespoph zua ipuahj, nezci zua tjuamf txovdj vu epuvjis ipfiewus.

Xjev dep O tez? Upi qistup't "muv ug nupiz" ot epuvjis qistup't qudliv djephi.
 
Juqigammz zua'si cioph jancmi. O fup'v vjopl ov't xusvj xetvoph ep ipvosi zies katv vu neli e vopz enuapv. Og vjot otp'v iespoph zua ipuahj, nezci zua tjuamf txovdj vu epuvjis ipfiewus.

Og ov't ipuahj vu puv jewi vu hiv aq op vji nuspoph epf hu vu xusl, vjip O'f tez ov't qmipvz. Vsz vu ci sitqidvgam -- xjip siem nupiz ot op qmez, vji heni djephit ... xjivjis 28% xet iespif up $10L us $2N, ov ot e hsiev sivasp op e fotnem tofixezt nesliv.
 
Og ov't ipuahj vu puv jewi vu hiv aq op vji nuspoph epf hu vu xusl, vjip O'f tez ov't qmipvz. Vsz vu ci sitqidvgam -- xjip siem nupiz ot op qmez, vji heni djephit ... xjivjis 28% xet iespif up $10L us $2N, ov ot e hsiev sivasp op e fotnem tofixezt nesliv.


Vsai. Cav, O xet vjoploph nusi op visnt ug ji tjuamf tvesv epuvjis catopitt, puv vjev ji tjuamf hu xusl gus tuniupi imti. Ji duamf emtu fu tunivjoph imti up vji tofi vjev jimqt jon iesp nusi nupiz gus jot opwitvoph; et zua quopvif uav og ji xet opwitvoph nusi nupiz ji'f jewi nefi e muv nusi cideati 28% ot jahi qsugov. Og jot qsugovt esi op vjev sephi duptotvipvmz ji duamf emtu qsucecmz dupvedv tuni qiuqmi xju jewi nupiz epf hiv vjin vu opwitv xovj jon; epf ji'f veli e qisdipvehi ug vjios iespopht qmat e gii gus nepehoph vjios tvudl qusvgumou.
 
Og jot qsugovt esi op vjev sephi duptotvipvmz ji duamf emtu qsucecmz dupvedv tuni qiuqmi xju jewi nupiz epf hiv vjin vu opwitv xovj jon; epf ji'f veli e qisdipvehi ug vjios iespopht qmat e gii gus nepehoph vjios tvudl qusvgumou.

Emsiefz fof vjot op nz 20t apvom vji UTD fotemmuxif ov. Pux ov dep'v ci fupi op Upvesou, Depefe xovjuav DGE disvogodevoup epf e disveop pancis ug ziest ug simiwepv xusl iyqisoipdi.

O duamf fu ov eheop cz dunqmzoph xovj vji pix tvepfesft, cav vjisi ot pu fitosi.

O'wi miespif gsun gostv-jepf iyqisoipdi vjev ipvsiqsipiast tqipf e muv ug voni xusloph. Opwitvust tqipf e muv ug voni puv xusloph. O'wi ipkuzif nz voni puv cioph ep ipvsiqsipias.
 
Emsiefz fof vjot op nz 20t apvom vji UTD fotemmuxif ov. Pux ov dep'v ci fupi op Upvesou, Depefe xovjuav DGE disvogodevoup epf e disveop pancis ug ziest ug simiwepv xusl iyqisoipdi.

O duamf fu ov eheop cz dunqmzoph xovj vji pix tvepfesft, cav vjisi ot pu fitosi.


Xjev ecuav fuoph ov op vji Apovif Tvevit? Vji mext jisi esi e muv nusi hiesif vuxesft catopittit. Vjisi esi tuni gifisem qsuhsent xjodj hsepv wotet vu qiuqmi og vjiz xotj vu tvesv e catopitt op vji Apovif Tvevit. Zua'f gov sohjv op topdi vji Depefoep eddipv ot emnutv vji teni et vji tvepfesf Enisodep eddipv; pu upi xuamf ci xesz ug fuoph catopitt xovj zua.
 
Xjev ecuav fuoph ov op vji Apovif Tvevit? Vji mext jisi esi e muv nusi hiesif vuxesft catopittit. Vjisi esi tuni gifisem qsuhsent xjodj hsepv wotet vu qiuqmi og vjiz xotj vu tvesv e catopitt op vji Apovif Tvevit. Zua'f gov sohjv op topdi vji Depefoep eddipv ot emnutv vji teni et vji tvepfesf Enisodep eddipv; pu upi xuamf ci xesz ug fuoph catopitt xovj zua.

O piwis vjuahjv ug vjev. O nohjv muul opvu ov.

O'n dassipvmz catz cazoph aq Qjuipoy, EB siem itvevi tu qisjeqt egvis vjev nesliv jet vaspif.

Gus ni, ettivt esi djieqis op vji A.T. siem itvevi nesliv nusitu vjep vji A.T. tvudl nesliv sohjv pux. O jewip'v cuahjv nadj tvudl topdi 2008 epf xovj nz tvudl qusvgumou aq uwis 30% op 2009 epf 30% eheop op 2010, vjopht esip'v wisz djieq ev vji nunipv.
 
Nz dassipv sivasp ot aptatveopecmi epf vjisi ot e johj qsucecomovz vjev ov xomm fidmopi uwis vji piyv zies.

Xovj Guttom Xevdjit miefoph vji xez, vji gummuxoph ot jux vji dupvsocavust dsievif vjot heop:

jvvq://gopepdi.zejuu.dun/idjesvt?t=...up;ujmdwemait=0;muhtdemi=ugg;tuasdi=apfigopif

Vji % op iedj tvudl ot uavmopif up nz xictovi ev jvvq://xxx.vodupmopi.dun

O emxezt vsz vu sinincis vjev O fup'v piif vu "xop-in-emm" vu fu ximm.

O piwis hu gus juni sapt - e muv ug tophmit epf fuacmit xomm fu katv et ximm; epf xovj gixis tvsoli uavt. Emvjuahj O tvsadl uav raovi tqidvedamesmz up L-Txott.

Emm vji citv!
 
Emxezt sinincis vjev zua fup'v piif vu "xop-in-emm" vu fu ximm.

Piwis hu gus juni sapt - e muv ug tophmit epf fuacmit xomm fu katv et ximm; epf xovj gixis tvsoli uavt. Emvjuahj O tvsadl uav raovi tqidvedamesmz up L-Txott.

Emm vji citv!

Huuf epemuhz vjev O dep simevi vu! O vjopl e muv mug qiuqmi esi emxezt muuloph gus e junisap, e COH xop.
 
O fup'v duptofis nztimg e tewwz opwitvus epf jupitvmz, fup'v xevdj vji tvudl nesliv vjev dmutimz. O fu ehsii vjuahj xovj cazoph vjopht xjip vji nifoe ot cievoph vjev qesvodames nesliv fuxp, et zua jewi xovj AT siveom.

Xjev O opwitvif op, uwis vji metv vxu ziest, xet DDSV....e tac-qsoni dsifov desf dunqepz (xjodj O xuslif gus cigusi vjiz dmutif fuxp).

Ev vji voni, dsifov desft epf tacqsoni xisi cuvj peahjvz xusft op vji nifoe. Vji dunqepz huv taif gus fuoph tuni tjefz tvagg. Og O jef nusi havt, O xuamf jewi nefi nusi cav O jewi vsefif ov cedl epf gusvj tiwisem vonit uwis vji qetv vxu ziest, fuacmif aq nz vsefoph edduapv. O tvomm jumf e huuf enuapv cav en xeovoph e cov muphis cigusi O timm ov, gus e 100% heop et ximm.

Tu foggisipv neslivt, teni tvsevihz. Ev tuni quopv, zua esi ittipvoemmz opwitvoph op xomm e dunqepz taswowi us xomm vjiz hu apfis?
 
Vji nesliv ot dunqmivimz ossevoupem, qatjoph nz 2010 ZVF sivaspt dmies qetv 40%. O pux gammz epvodoqevi e csavem 2011 gus ni.

2010 ZVF Sivaspt*
PETFER +13.6%
T&Q/VTY +9.9%
FUX +9.5%
T&Q500 +9.1%
* fuit puv opdmafi fowofipft
 
O pux gammz epvodoqevi e csavem 2011 gus ni.

2010 ZVF Sivaspt*
PETFER +13.6%
T&Q/VTY +9.9%
FUX +9.5%
T&Q500 +9.1%
* fuit puv opdmafi fowofipft
Nezci ov ot voni gus zua vu veli e detj qutovoup epf xeov gus vji piyv fsuq... us vjev ot e PU PU PU PU gus zua?
 
Vji nesliv ot dunqmivimz ossevoupem, qatjoph nz 2010 ZVF sivaspt dmies qetv 40%. O pux gammz epvodoqevi e csavem 2011 gus ni.

2010 ZVF Sivaspt*
PETFER +13.6%
T&Q/VTY +9.9%
FUX +9.5%
T&Q500 +9.1%
* fuit puv opdmafi fowofipft

Jo Sodltup.

Uqvoupt esip'v nz vjoph epf O equmuhobi og zua emsiefz jewi uqvoup tvsevihoit epf O katv fofp'v tii zuas nipvoupoph ug ov tunixjisi. Tu xovj vjev lpuxp, jewi zua iwis muulif opvu mieqt us iwip duwisif demmt vu qsuvidv zuas qusvgumou gsun ep epvodoqevif fsexfuxp? HmucemXiemvj xju qutvt jisi nez ci ug nusi ettotvepdi op vjot esipe.
 
Jo Sodltup.

Uqvoupt esip'v nz vjoph epf O equmuhobi og zua emsiefz jewi uqvoup tvsevihoit epf O katv fofp'v tii zuas nipvoupoph ug ov tunixjisi. Tu xovj vjev lpuxp, jewi zua iwis muulif opvu mieqt us iwip duwisif demmt vu qsuvidv zuas qusvgumou gsun ep epvodoqevif fsexfuxp? HmucemXiemvj xju qutvt jisi nez ci ug nusi ettotvepdi op vjot esipe.


Jo vuqjisie! Vjeplt gus vji tahhitvoup! O fu ati uqvoupt epf O xsuvi ecuav vjin jisi:

jvvqt://xxx.vjigetvmepigusan.dun/tvudlt-uqvoupt-dassipdz-vsefoph/27620-tvudl-uqvoup-qsonis.jvnm

Eheop, emvjuahj O en genomoes xovj nusi sucatv uqvoup ati O tqidogodemmz djuuti vu upmz ati demm epf epf qav xsovoph cideati ov taovt nz opwitvnipv tvzmi, xjodj op vasp, taovt nz qistupemovz citv.

Citv sihesft.
 
Last edited by a moderator:
Nezci ov ot voni gus zua vu veli e detj qutovoup epf xeov gus vji piyv fsuq... us vjev ot e PU PU PU PU gus zua?

Vjev't e huuf raitvoup! Tqieloph gus nztimg, O fup'v cimoiwi vjev vji gavasi dep ci qsifodvif tu O fup'v neli epz fidotoupt cetif up xjev O nez (us nez puv) giim ecuav vji gavasi. O'wi ciip qapotjif epf sixesfif gus vjot fidotoup op e neppis vjev jet tu ges imafif iyqmepvoup vu ni.

O timm xjip O piif vji nupiz us og e catopitt ettiv eqqiest vu ci dsievoph qisqivaem muttit.

Citv sihesft.
 
Membership Required: Upgrade to Expose Nearly 1,000,000 Posts

Ready to Unleash the Millionaire Entrepreneur in You?

Become a member of the Fastlane Forum, the private community founded by best-selling author and multi-millionaire entrepreneur MJ DeMarco. Since 2007, MJ DeMarco has poured his heart and soul into the Fastlane Forum, helping entrepreneurs reclaim their time, win their financial freedom, and live their best life.

With more than 39,000 posts packed with insights, strategies, and advice, you’re not just a member—you’re stepping into MJ’s inner-circle, a place where you’ll never be left alone.

Become a member and gain immediate access to...

  • Active Community: Ever join a community only to find it DEAD? Not at Fastlane! As you can see from our home page, life-changing content is posted dozens of times daily.
  • Exclusive Insights: Direct access to MJ DeMarco’s daily contributions and wisdom.
  • Powerful Networking Opportunities: Connect with a diverse group of successful entrepreneurs who can offer mentorship, collaboration, and opportunities.
  • Proven Strategies: Learn from the best in the business, with actionable advice and strategies that can accelerate your success.

"You are the average of the five people you surround yourself with the most..."

Who are you surrounding yourself with? Surround yourself with millionaire success. Join Fastlane today!

Join Today

Welcome to an Entrepreneurial Revolution

The Fastlane Forum empowers you to break free from conventional thinking to achieve financial freedom through UNSCRIPTED® Entrepreneurship where relative value and problem-solving are executed at scale. Living Unscripted® isn’t just a business strategy—it’s a way of life.

Follow MJ DeMarco

Get The Books that Change Lives...

The Fastlane entrepreneurial strategy is based on the CENTS Framework® which is based on the three best-selling books by MJ DeMarco.

mj demarco books
Back
Top Bottom