Intelligent Investing, an update

It’s been around a year since I recommitted to Intelligent Investing.  So, how successful have we been?  Here are the results.

Buy Date Sell Date
Teck Resources

$27.03

25-Apr -13

$27.23

27-Dec -13

Power Corp

$26.20

25-Apr -13

$32.10

27-Dec -13

Intact

$58.60

13-May -13

$69.00

27-Dec -13

Dorel

$41.01

17-May -13

$40.50

Still Owned
Finning

$22.89

29-May -13

$23.56

15-Oct -13

Xerox

$8.90

31-May -13

$9.80

12-Jul -13

Laurentian

$44.30

31-May -13

$47.15

Still Owned
Berkshire

$112.48

29-Aug -13

$128.20

28-Apr -14

Cogeco

$48.25

27-Dec -13

$60.40

28-Apr -14

JPMorgan

$58.20

2-Jan -14

$55.58

Still Owned

The average advance was 9.4%.  The average duration of ownership was 200 days, meaning that I turned over the portfolio around 1.75 times per annum.  This means that that the annual return was around 16.5%.  The TSX returned around 17% in the same period, while the S&P500 returned around 16%.  So, my returns are average.

None of these figures include dividends.

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