I got around
consolidating the portfolio performance for the 2013 now. Here is my annual
portfolio performance for the year 2013. My accounts net-worth increased 41% as
of 31st of Dec 2013 since the beginning of Jan 2013. This has been a wonderful
year following an even better year 2012. For 2012, my net worth was increased
about 59%. I knew I wasn't going to repeat the performance of 2012 unless I am
very lucky. Overall, 2013 was a great year for my portfolio both in terms of absolute and also relative to the S&P performance (32.3%).
Major contributors for
the performance were
Chanticleer Holdings
(+155%)
Fiat (+70%)
Infinite Computer
Solutions (+45.4%)
Bank of America
(+48.57%)
Direct TV (+37%)
Biglari Holdings
(+24.45%)
BP (+15%)
Major detractors were,
Exco Resources (-27%)
Aeropostale (-18%)
Weight Watchers Intl
(-16.8%)
Here are the top 10
holdings in my portfolio for 2014. Most of you noticed some of the investment
write ups and my reasons for the below holdings in this blog. Wish me a good
luck to repeat the performance of the past years.
Biglari Holdings (19%)
BP (12.7%)
Infinite Computer
Solutions (6.8%)
Exco (5.3%)
Fiat (5.3%)
Direct TV (5.2%)
Bank of America (4.8%)
First Service Corp
(4.3%)
Cash (4.2%)
Chanticleer Holdings
(3.9%)
As always, feel free to
contact me if you have any questions.
