The Johnny Doe IBKR portfolio

[JohnnyDoe]

Here is the end of year update of my portfolio. I am tracking it with Snowball. 68 holdings. The largest position accounts for 4.88% of the portfolio.
Results for 2024: performance +9.06%, dividends 10.72%.

 

[uranium]

Here is the end of year update of my portfolio. I am tracking it with Snowball. 68 holdings. The largest position accounts for 4.88% of the portfolio.
Results for 2024: performance +9.06%, dividends 10.72%.

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How often do you update it?

 

[JohnnyDoe]

How often do you update it?

Whenever is needed for keeping it balanced, taking profits (as I did with 3M, Rivian, SPY etc) and buying what I consider interesting.

 

[wellington]

Forgot about this.

Following doesn't include those cashed-to-side((500-1000%) just active positions.

So Just those rolling over (allowing to play forward) into Jan/Feb (early March).

5 Industries/Multiple Sub-sectors overall weighted profit line 180%

Orange line represents 'debasement' above that is when you seriously out-perform monetary debasement, below it as long as 'nominally' up more than 12% P/A pre-taxes then you are neutral, below 12% you are poorer tomorrow than you are today (debasement trading).

I track with a system i built.

 

[aniglo22]

Forgot about this.

Following doesn't include those cashed-to-side((500-1000%) just active positions.

So Just those rolling over (allowing to play forward) into Jan/Feb (early March).

5 Industries/Multiple Sub-sectors overall weighted profit line 180%

Orange line represents 'debasement' above that is when you seriously out-perform monetary debasement, below it as long as 'nominally' up more than 12% P/A pre-taxes then you are neutral, below 12% you are poorer tomorrow than you are today (debasement trading).


View attachment 8462

I track with a system i built.

You used bootstrap for UI ?

 

[wellington]

You used bootstrap for UI ?

Nah internally created.

 

[JohnnyDoe]

Remember:
Dividends=real money that can be used to buy btc and other stuff
Gains=fairy dust

 

[wellington]

Remember:
Dividends=real money that can be used to buy btc and other stuff
Gains=fairy dust

Gains are in Alts which are flipped to BTC....

 

[JohnnyDoe]

Gains are in Alts which are flipped to BTC....

No crypto in IBKR. You could start a shitcoin trading strategy thread.

 

[daniels27]

Remember:
Dividends=real money that can be used to buy btc and other stuff
Gains=fairy dust

Dividends may have WHT and may need subject to income tax.
Gains are capital gains and tax-free in many jurisdictions that tax dividends.

There is a joke that when Berkshire Hathaway made the decision to give out their first dividends in 1967, Warren Buffet was in the bathroom when that decision was made.

 

[wellington]

No crypto in IBKR. You could start a shitcoin trading strategy thread.

Which is why i pointed out to you a year ago, you would be poorer tomorrow than the day you invested because you are backing the slower horse in debasement cycles.

 

[wellington]

You've technically lost wealth over the past year, but optically you are up.

 

[daniels27]

Which is why i pointed out to you a year ago, you would be poorer tomorrow than the day you invested because you are backing the slower horse in debasement cycles.

Slow horses also deserve some affection. I like how @JohnnyDoe take care of cats and slow horses.

 

[daniels27]

You've technically lost wealth over the past year, but optically you are up.

Optics are all what young girls care about. Especially that with good optics themselves. I am sure Cavaliere could throw a Bunga Bunga soon. It just he wrote care more about broke girls than hungry cats.

 

[JohnnyDoe]

You've technically lost wealth over the past year, but optically you are up.

I’m fine with +19.78%, I’m too stupid to make 27446437% every year like you

 

[JohnnyDoe]

Dividends may have WHT and may need subject to income tax.
Gains are capital gains and tax-free in many jurisdictions that tax dividends.

Of course, because real money must be taxed, whereas the illusion must be kept alive.

 

[daniels27]

Of course, because real money must be taxed, whereas the illusion must be kept alive.

I like that attitude like a real NWA. But what speaks against selling the gained amount to invest elsewhere with @wellington's wellingcoin?

 

[JohnnyDoe]

I like that attitude like a real NWA. But what speaks against selling the gained amount to invest elsewhere with @wellington's wellcoin?

I sell only to keep the portfolio balanced or if the initial investment rationale is no longer present.

Of course you don’t need to think too much about these details when you average +180%.
With just an annual compounding, the value of your investment x becomes x*(2.8)^n years. That is, every year your investment is multiplied by 2.8, which means that if you invest $10,000 you will have $296,000,000 after 10 years (and almost $9 trillions after 20 years).

 

[Nicholas Van Orton]

Remember:
Dividends=real money that can be used to buy btc and other stuff
Gains=fairy dust

I agree, but the 30% in US WHT for dividends makes that 10% get down to 7% net pre-tax. That's why I personally like to find odd bonds of good/superior quality that pay more or less the same (or in some cases, much more -eg, those trading at a sensible discount-), and hold them. The only real disadvantage is that coupons can't be reinvested unless they are bigger than the minimum increment size, thus missing on the compounding effect multiple (not entirely, but a portion of it). Have run some math onto it before arriving at such trivial conclusion, obviously, but there you go. From 3-month to 4-year timeframes.

NVO

 

[JohnnyDoe]

I agree, but the 30% in US WHT for dividends makes that 10% get down to 7% net pre-tax. That's why I personally like to find odd bonds of good/superior quality that pay more or less the same (or in some cases, much more -eg, those trading at a sensible discount-), and hold them. The only real disadvantage is that coupons can't be reinvested unless they are bigger than the minimum increment size, thus missing on the compounding effect multiple (not entirely, but a portion of it). Have run some math onto it before arriving at such trivial conclusion, obviously, but there you go. From 3-month to 4-year timeframes.

NVO

Agree, but I pay 15% WHT.