My fiscal year begins on Apr 18 as that's the day I bought my first stock. Below are my performance numbers:
The performance I quote here is my real portfolio performance and this is my entire investable portfolio. I manage the retirement funds for myself and my wife which we have spread over a few IRAs and a 401k. I also manage some after tax money we used to have sitting in a bank. Luckily I am allowed to buy individual stocks with most of my 401k. So when I talk about "my portfolio" I am talking about the 98% of my retirement funds which I'm allowed to buy stocks with plus the 85% of my savings I don't have sitting in a bank. I don't buy any bonds, mutual funds, or ETFs, just the cheap tiny companies I blog about.
You may notice my performance for 2015-2016 is better here than when I reported results last year. That's because my non-retirement funds have grown to be non-trivial so I decided to include them in my portfolio tracking. I started investing by managing only about $5k of my retirement funds. As I gained confidence I took over more and more of the retirement funds and eventually started investing some of the money we had sitting in a bank savings account. With the after tax bank money I was doing small time odd-lot arbs until a little over a year ago. The odd-lots did fine, making me 5 or 10% annually but I decided to change my strategy when I was finding stocks so cheap I could not ignore them (SIMA, COMX, HEMA). As a wise man once told me, the bigger risk is not owning them. Well the non-retirement money is up about 300% in the past 15 months so I need to include it now... :)
I've done so well over the past year due to a few big time wins. My investment strategy is all about upside vs downside so that's how it goes. SIMA is up probably 5x my average buy price. SKAS (which I haven't blogged about) went up about 3.5x for some unknown reason so I sold out. I still don't know why that one has gone up so all I can say is good things happen when you buy cheap tiny stocks. I also made some money selling into random spikes (VII, TCCO). But the main reason behind my performance is HEMA. I made HEMA a 30% position at $0.45 fifteen months ago. I was a buyer many times from summer 2015 to spring 2016 when I cut myself off because it was such a large position. Now HEMA is $2.50 and I still hold all those shares
Of course I have many stocks that are down this year as well. That's life. I have not sold any of them as I think they're cheap. I guess time will tell if I'm right. MICT, GIGA, and SOFT are all down about 40%. VII is way down from my buy price as is STRI. The list goes on.
As for portfolio allocation I am super overweight HEMA. It's ridiculous. I own 33 stocks but HEMA is half my portfolio...that worries me but I think it's more likely to go up than down so here I sit. Below is my allocation with one blanked out that I'm still buying:
disclosure: long everything except SKAS