2017 Performance of Trade Ideas

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Compared to last year, lower number of initiatives have been posted during 2017, the short-term focused technical approach resulted in really few entry points, possibly due to the general market hype.

The top pick of the year, the Aegon position was closed in January and the currently held Equifax shares have similar unrealized performance.

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Realized individual returns in 2017

The highlighted holding period returns are not annualized and are generated from long positions in the equities and do not contain dividend returns received over the holding period. All return values are before fees and taxes.

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Backtesting 2015/2016

As the beginning of 2017 approaches majority of the people start summarizing the notable events that are important to them. For example there are dozens of rankings about movies, surprising sport events and famous people. The financial professionals select the top stories of this year from the global investment universe and traders calculate their individual performance hoping for nice bonus levels.

Similar to these in this post I collected the realized outcomes and the currently unrealized values of my recent trade ideas. Thanks to the conservative investment policy I follow all of the initiated positions resulted in a profit. On the other hand the 1-2% holding period returns were often due to the strict stop loss limits. The biggest gain was generated by the Pernod Ricard position (16% over the holding period, 73% in annualized terms).

Additionally the currently unrealized Aegon shares in the portfolio are performing really nicely as well.

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The highlighted holding period returns are not annualized and are generated from long positions in the equities and do not contain dividend returns received over the holding period. All return values are before fees and taxes.