Investment year in review.
posted in Community by
robert618
Ourselves ,funds returned pretty much the index, of the 16 individual stocks I own a cumulative return of 28% with 13 winners and 3 losers , 2 of those I cut loose, kept T2 Biosystems as they have a promising sepsis treatment that I’m hoping gains traction . Biggest winner was also my largest holding, Booz Allen Hamilton with a TSR of 52% last year .
About my best move involved the kids, like most just starting out in their careers, they only put enough in their 401’s to get the company match, so we gave each a check, with the stipulation that they increase their contribution by xxx per month, then dip into the “ check” if they end up short on living expenses in a given month . As I figured they never had to draw on the money, and they caught a nice almost 30% return over the year . May be why they gave us really nice presents last Christmas, we underwrote them.....
1 year, 3 months ago