Annual Review Part One

by Travis Johnson, Stock Gumshoe | January 24, 2020 4:30 pm


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Kicking off the Real Money Portfolio annual review with a few new buys, plus looks at MTG-B, ALS.TO, IIPR, MPW, SPCE, WRTC, IQ, NVDA, KEYS and more

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Source URL: https://sgumdev.stockgumshoe.com/2020/01/annual-review-part-one-2/


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tanglewood
2 years ago

Hi Travis; I know you have posted the total gain/loss percentage for the different categories in the Real Money Portfolio but are you able to calculate the year 2019 portfolio performance on a percentage basis? You have had some fantastic gains in a lot of stocks. If somebody asked me that question about my own portfolio, I would be hard pressed to come up with an answer because of cash rolling in and out.

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tanglewood
2 years ago

not the cash return but the total gain/loss percentage for the whole portfolio for the year 2019

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tanglewood
2 years ago
Reply to  tanglewood

sorry I confused the matter by bringing up cash. Is the real money portfolio frozen? In other words, new funds are not added nor is cash taken out.

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Shaun
2 years ago
Reply to  tanglewood

Ive just got to say that is a brilliant question. I sat down over the christmas break and did the exact same calculation on my own portfolio. I think Travis’s sums would make a far better, successful and happier read than mine

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tanglewood
2 years ago
Reply to  Shaun

It seems as though Travis is doing much better than the S&P. He bought several stocks early in the game that went on to become momentum darlings.

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dazza06
dazza06
2 years ago
Reply to  tanglewood

I can only speak from the PoV of a Australian based member but…here there is a great free little investment tracking tool called investsmart.com.au. I use it to track my Au & US based share market stocks in my portfolio.

Option/warrants etc I don’t believe are covered but they encourage users to reach out to them if they want thing included so there’s that..

But as far as stocks go….a very handy tool..!

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youwannabet
youwannabet
2 years ago

Travis, thanks for review #1. Looking forward to review #2.

SPCE future profitability is about a long a shot as man on Jupiters moon, Europa! Not in my lifetime.

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ronwill
ronwill
2 years ago
Reply to  youwannabet

Well if you want to believe Branson they will have positive cash flow in a year or so.
And there are many stocks where the shareholders are making money while the company is losing money.
If they get their first trip done and safely returned I think the stock will blast off too.
Between Tesla, Amazon and Virgin Virgin is the closest to doing anything. But the other 2 have more far reaching goals while Virgin seems more like an expensive carnival ride to me.

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bigorangedave
bigorangedave
2 years ago

Hi Travis. I appreciate your annual review and have a question. I also purchased a bit of SPCEWS, same reason to be a part of an interesting story but not make too big of a bet, and thought I understood them. Now I am not so sure. Can you help me understand your following comment β€œ the warrants can be called and converted into common stock if the stock remains above $18 for an extended period of time, which would cut off future leverage potential above that pointβ€œ A little bit better? I don’t know if I understand the math. I am in at a price of $2.40 with my existing small speculative investment.

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Bill
Bill
2 years ago

Hi Travis. Loving the reviews. Regarding MTG-B, did you purchase the stock on Interactive Brokers by any chance? I’m trying to do so and while the stock names come up when searched (MTG-A & MTG-B), they’re not available to trade

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Bill
Bill
2 years ago

You were right. Trading permissions. Thanks Travis

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