Sunday, July 28, 2013

2013 Thus Far

Seems like just yesterday we were ringing in the new year.  Now we are about to say adios to July.  Looking back at 2013 so far, I think it is safe to say it has been a successful investing year. On a nominal basis, up over 20% and on a relative basis, I am beating the benchmarks.

I have probably sold a few stocks before their time and will definitely owe some short term taxes.  JPM is the classic example, I had great gains on them, but got a bit spooked about the Jamie Dimon vote. But in investing, if you get two out three right, you are batting 1,000.

Here is a listing of all my transactions so far and how they are progressing.

Stock Start price Current Dividend % Gain Status
SD                  6.39             6.89                    -   7.9%   Closed
CIM                  2.61             2.93                0.18 19.1%   Closed
GTAT                  3.53             3.68                    -   4.5%   Closed
NUGT                10.14          10.19                    -   0.5%   Closed
GNW                  8.10          13.27                    -   63.8%   Open
SCO                39.46          38.84                    -   -1.6%   Closed
CIM                  2.80             2.93                0.18 11.0%   Closed
CDE                23.85          24.42                    -   2.4%   Closed
AOD                  3.90             4.03                0.16 7.6%   Open
VECO                33.27          32.85                    -   -1.3%   Closed
NUGT                  8.09             8.23                    -   1.7%   Closed
NUGT                  7.76             7.87                    -   1.5%   Closed
AAPL             450.60        440.99                5.70 -0.9%   Open
GA                  6.10             8.36                0.42 44.0%   Open
STRZA                16.06          23.13                    -   44.0%   Open
CA                25.07          29.68                0.50 20.4%   Open
NUS                41.94          81.96                0.60 96.9%   Open
CIM                  3.08             2.91                0.18 0.3%   Closed
ABR                  7.18             6.05                0.24 -12.4%   Closed
SD                  5.74             5.93                    -   3.3%   Closed
FCX                32.12          28.75                1.63 -5.4%   Closed
AOD                  3.97             4.03                0.14 4.9%   Open
NUGT                30.69             7.85                    -   -74.4% Closed
NEM                41.18          29.57                0.78 -26.3%   Closed
GTAT                  2.73             3.41                    -   25.0%   Closed
RIG                52.65          47.69                0.56 -8.4%   Open
SD                  5.89             4.94                    -   -16.1%   Closed
SD                  5.64             4.94                    -   -12.4%   Closed
SD                  5.58             4.94                    -   -11.4%   Closed
FSYS                17.90          16.07                    -   -10.2%   Closed
CDE                18.05          14.42                    -   -20.1%   Closed
TC-PT                16.02          16.81                0.81 10.0%   Open
SD                  5.02             4.94                    -   -1.5%   Closed
RIG                49.96          47.69                0.56 -3.4%   Open
TC-PT                15.90          16.81                0.81 10.8%   Open
NEM                39.36          29.57                0.35 -24.0%   Closed
TC-PT                15.80          16.81                0.81 11.5%   Open
NEM                36.71          29.57                0.35 -18.5%   Closed
SD                  4.92             4.94                    -   0.4%   Closed
TC-PT                15.15          16.81                0.81 16.3%   Open
AAPL             422.63        440.99                3.05 5.1%   Open
GNW                  9.54          13.27                    -   39.1%   Open
GTAT                  3.39             4.74                    -   39.8%   Open
AAPL             407.67        440.99                3.05 8.9%   Open
BAC-WTA                  5.10             6.29                    -   23.5%   Open
ABR                  7.25             6.05                0.12 -14.9%   Closed
TC-PT                13.99          16.81                0.81 26.0%   Open
FCX                28.30          28.75                1.31 6.2%   Closed
STO                23.49          21.79                1.16 -2.3%   Open
KLIC                11.40          11.17                    -   -2.0%   Open
CYOU                29.24          41.07                    -   40.5%   Open
RDA                  9.74          11.23                    -   15.4%   Open
NVDA                13.85          14.20                0.08 3.1%   Open
CF             183.97        181.00                0.40 -1.4%   Open
SLW                21.95          22.36                0.12 2.4%   Closed
ABR                  6.98             6.05                    -   -13.3%   Closed
AOD                  4.25             4.03                    -   -5.1%   Open
SLCA                20.29          23.54                0.13 16.7%   Open
HILL                  2.07             2.16                    -   4.4%   Closed
TCRD                14.73          16.14                    -   9.6%   Open
TGONF                10.38          10.70                    -   3.1%   Open
ACAS                12.75          13.57                    -   6.4%   Open
KLIC                11.15          11.17                    -   0.2%   Open
CIM                  2.98             2.91                0.09 0.8%   Closed
FCX                28.11          28.75                0.31 3.4%   Closed
INTC                24.22          23.26                    -   -4.0%   Open
HIG-WT                19.21          22.44                    -   16.8%   Open
AOD                  3.88             4.03                0.03 4.6%   Open
STO                20.68          21.79                    -   5.4%   Open
BBEP                15.23          17.99                    -   18.1%   Open
BBEP                16.28          17.99                    -   10.5%   Open
INTC                23.17          23.26                    -   0.4%   Open
RIG                48.95          47.69                    -   -2.6%   Open
NSU                  3.03             3.39                    -   11.9%   Open
SAI                14.84          14.90                    -   0.4%   Open
Totals 4.8%
Average Days Held                79

As you can see, some of my more recent purchases (BBEP, HIG and NSU) have done pretty well.  Looks like another very hot day in Zurich.  Forecast is 99 degrees.  May have to go find some cool water!

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