Sunday, December 31, 2017

Status for month ending 2017-12-31

WFC was finally closed. It set a new record for the longest held position.

Currently open positions:

ReasonTickerBoughtPaidDiv/ShOpt/ShEndingClosedDaysP/LC_ROI
CC-ListJNJ2017-10-23$143.99$0.84$1.04$139.72--68-$2.39-1.7%
CC-ListTGT2017-10-23$63.22$0.62$2.72$65.25--68$3.124.9%
RSI(2)PM2017-10-18$112.53--$1.38$105.65--73-$5.50-4.9%

Positions closed this month:

ReasonTickerBoughtPaidDiv/ShOpt/ShEndingClosedDaysP/LC_ROIC_aROI
RSI(2)TGT2017-11-27$55.45--$0.75$55.502017-12-015$0.801.4%104.8%
CC-ListLOW2017-10-24$80.93--$2.73$80.002017-12-1553$1.802.2%15.3%
RSI(2)WFC2017-03-20$57.90$1.16$2.55$57.502017-12-29285$3.315.7%7.3%

Combined XIRR on these closed positions was 10.2%. 

Edit: The 36 positions closed this year had a combined XIRR of 22.1%.

Overall results:

XIRRCountDays
Method   TotalOpenClosedTotalOpenClosedTotalOpenClosed
CC-List18.8%18.0%20.3%42248.368.028.5
Dividend22.6%--22.6%3503540.10.040.1
RSI(2)13.7%-22.4%16.2%1511445.473.043.4
 

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