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yuvaltaylor
How was 2021?

I'm curious how subscribers fared during 2021. Certainly if you'd simply invested in the S&P 500 you'd have done very well. Did you do better by stock-picking? Is there anything you learned that you'd like to share?

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Jan 1, 2022 9:11:44 PM       
Schm1347
Re: How was 2021?

I was pacing or slightly outperforming the S&P500 until fall. My growth port has been dragging down my performance and it finally overcame my value and quality ports. Still not a bad year all in all though. Would have easily outperformed sticking to just value.

Jan 2, 2022 2:25:01 AM       
judgetrade
Re: How was 2021?

40%, basically the first 3 Months and then hoddled around 40-55% and finishing with +40%. Tough year to trade, much harder then the SPY or QQQs looked like, very, very thin market (broadness went away in March...)...

Best Regards
Andreas

Jan 3, 2022 10:08:20 AM       
rtelford
Re: How was 2021?

Total return of ~55% between US and CAD accounts. Mostly small and microcaps. Agree w/ Andreas, bulk of the return came in Q1, rest of the year was very volatile. Canadian accounts benefitted from recovery in oil prices in H2. Cloud based strategy very volatile, crushed in Q4, regardless of strong fundamentals.

What I found troubling late in the year, several strategies got hit hard by sell-offs, but did not bounce back during the dip buying. Perhaps money moving to indices. If this continues, may have to adjust some strategies.

I usually publish a year end review on Seeking Alpha, here is 2021's:
https://seekingalpha.com/article/4477668-2021...rnt-investing-performance

Ryan Telford -- also find me at:
Seeking Alpha
Twitter

Jan 3, 2022 11:24:15 AM       
yuvaltaylor
Re: How was 2021?

I made 73% this year. Also, like in 2017, I made some money in eleven out of the twelve months (July was a killer).

For most of the year I stayed away from stocks in the technology and healthcare sectors and focused on industrials, materials, energy, and financials. (In fact, of all the stocks I bought at some point this year, 8% were tech stocks, 5% were healthcare, 23% were financials, and 38% were industrials, materials, and energy stocks.) The other thing that was different for me this year was that I traded a lot in Canadian F Shares (15%).

I didn't really change my overall strategy this year very much. I traded a lot, practically every day; I focused on microcaps (54%) and small caps (40%), but started avoiding horribly illiquid stocks, and bought a few midcaps and large caps too (7%); I kept the number of stocks I held at any one time between 25 and 45; I stuck to two highly correlated strategies rather than exploring a whole bunch of uncorrelated ones; I used margin, but only about 10%; I didn't keep much money in cash. I pretty much stuck to Peter Lynch's dictum of investing/trading in boring companies.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Jan 3, 2022 1:01:07 PM       
fatmcb1
Re: How was 2021?

I was up 31% for the year. In March I was up over 100% and sadly gave a lot back, as I failed to move up my stops aggressively enough when part of my portfolio went parabolic in February.

Jan 3, 2022 2:11:23 PM       
InmanRoshi
Re: How was 2021?

My main 20 stock port returned 62%. Mostly microcaps with no Financials Another 10 stock port that I use on a small retirement account got 54%, but like most microcaps it really plateaued around June. I've now expanded that one to 20 stocks to smooth out some stomach churning volatility. I've used the Dataminer and API tools to reconfigure my ranking systems in 2022. Now leaning more towards sentiment factors than previously, and underweighting value even more than it already was ... so now with that in implemented, no doubt that traditional value now goes back into favor in 2022 :)

I keep waiting for these systems to get arbitraged away, but now I wonder if crypto isn't a such a diversionary magnet for speculation and mania that who wants to waste their time buy boring old industrial microcap companies that nobody has heard of or talks about on social media. The returns can off the charts by traditional standards, but they don't go up 300% in a day because Elon Musk tweets a funny meme about them.

Jan 3, 2022 4:07:45 PM       
Edit 5 times, last edit by InmanRoshi at Jan 3, 2022 4:20:17 PM
RTNL
Re: How was 2021?

That's fantastic guys, I have a lot to learn from you all. My Portfolio did 42% last year. I am more of a buy and trade seldom investor, with a heavy discretionary component to my analysis. Turnover was < 30% and maket cap ranged from Mega (i hold apple) to Micro

Jan 3, 2022 4:24:17 PM       
test_user
Re: How was 2021?

I ended up with 70% return for my American small caps portfolio and 30% for my Canadian portfolio. I'm very happy about the results, of course, though I feel I've been exceptionally lucky. The American portfolio outperformed in Q1, Q2 and Q4, while Q3 was pretty flat. The Canadian portfolio had a great first half of the year and poor last half. Six months of underperformance in Canada was a bit difficult emotionally, I ended up tweaking the portfolio and the ranking system way too much, I should have been more patient.

As for learning, I've been finding small improvements all through 2021, both in the ranking and the optimization routine. The API has been extremely useful. For 2022 I'm really looking forward to getting access to European data.

Jan 3, 2022 4:30:52 PM       
Slessi
Re: How was 2021?

Congrats to all of you. I am a newbie and your numbers are incredibly motivating. Curious to know if you are getting these returns on $100k-500k accounts, or larger? Seems like there is a correlation with size and return, but maybe not as much on this size of account.
Thanks

"They say you never grow poor taking profits. No, you don’t. But neither do you grow rich taking a four-point profit in a bull market" - Jesse Livermore

Jan 3, 2022 5:49:50 PM       
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