This year I'm down 0.9%, dropping my CAGR to 29.8% since I first bought a stock 12 years ago. I've been flat for 4 years now and lost to the market 5 years in a row which is too bad. You can see the ups and down of penny stock land in my portfolio performance even: 3 years matching the market, 4 absolutely scorchers, 5 years of ho-hum.
Showing posts with label Performance. Show all posts
Showing posts with label Performance. Show all posts
Thursday, April 24, 2025
Friday, April 19, 2024
NoName Annual Performance 2023-2024
This year I gained 5.1%, bringing my CAGR to 33% since buying my first stock 11 years ago. I'm super happy and proud of my long term record, though losing to the S&P the past 4 years straight isn't great. I've been treading water recently and hopefully next year changes that.
Monday, April 17, 2023
NoName Annual Performance 2022-2023
This has been my worst year with a -16.7% return, but today marks the completion of my first decade and a 10 year CAGR of 36.2% is nothing to sneeze at. Cheers all!
Saturday, April 16, 2022
NoName Annual Performance 2021-2022
This was a year of the ball bouncing the wrong way. I am up 1.4%, giving me a 43.8% CAGR since I bought my first stock 9 years ago.
You can read my past annual performance posts here.
Sunday, April 18, 2021
NoName Annual Performance 2020-2021
It's been a great year in NoNameStocks land. I'm up 35.7%, giving me a 50.3% CAGR since I bought my first stock 8 years ago.
You can read my past annual performance posts here.
Tuesday, April 28, 2020
5 Years
5 years ago today I started this blog. I can't believe it's been so long. It has been the most amazing ride!
To anyone out there considering writing, please do. Jump in full force. I have improved more than I ever thought possible and so much is due to writing this blog. It has improved my process, my speed, and my understanding.
I appreciate everyone reading this. Love the comments and emails. Thank you so much. This blog lights up my heart
To anyone out there considering writing, please do. Jump in full force. I have improved more than I ever thought possible and so much is due to writing this blog. It has improved my process, my speed, and my understanding.
I appreciate everyone reading this. Love the comments and emails. Thank you so much. This blog lights up my heart
Saturday, April 18, 2020
NoName Annual Performance 2019-2020
Another incredible year! I'm up 94.9%, giving me a CAGR of 52.5% since I started investing 7 years ago.
****update Feb 21, 2021****
I made a calculation mistake when first writing this post. My real return is 94.9%, not 85.3% which means my CAGR is really 52.5%, not 51.4%. See comment at end of post for explanation.
You can read more on my performance in past annual posts here.
You can read more on my performance in past annual posts here.
Wednesday, April 17, 2019
NoName Annual Performance 2018-2019
What a great year! I'm up 74.3%, giving me a CAGR of 46.4% since I started investing 6 years ago. What an amazing run it has been.
You can read more on my performance in past annual posts here.
You can read more on my performance in past annual posts here.
Wednesday, April 18, 2018
NoName Annual Performance 2017-2018
Another amazing year! I'm up 75.7% and that pushes my CAGR up to 41.3% since I started investing 5 years ago. I don't know how long this will last.
Monday, April 17, 2017
NoName Annual Performance 2016-2017
What a year! My portfolio is up 121.7%, bringing my CAGR to 33.8% since I started investing four years ago. I'll never match this performance again so let me enjoy this while I can.
Tuesday, April 19, 2016
NoName Annual Performance 2015-2016
What a year it has been. Ian Cassel of MicroCapClub has a quote which I just love, "Don’t compare yourself to others. Compare yourself to yourself two years ago." It's hard not to compare to others in something as tangible as investing but I try and this quote really helps. When I think back to myself as an investor 2 years ago I smile. In the first year I made some good decisions and mixed in a lot of luck; I wonder if I'd still be doing this if that luck wasn't there. Things can be fragile when beginning down a new path.
Thursday, April 30, 2015
NoName Annual Performance 2014-2015
I bought my first stock on Apr 18, 2013 so my fiscal year begins with that date. I manage the retirement funds for myself and my wife which are being contributed to every month. My benchmark is the S&P500 ETF SPY.
I have two goals:
I have two goals:
- Achieve an average annual return of 12% from now until retirement around 2037. Annual return is defined by the geometric mean.
- Beat the benchmark.
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