SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?


To: refugee investor who wrote (628)9/8/2010 5:44:30 AM
From: refugee investor  Read Replies (1) | Respond to of 1366
 
Funny article: vanityfair.com



To: refugee investor who wrote (628)9/8/2010 9:49:50 AM
From: Italian Investor  Read Replies (1) | Respond to of 1366
 
I first started @ the beginning of the year buying everything that had to due with agriculture owned like 40 names in that sector alone. I had mixed results mostly because I sold too quickly, because not many Agriculture names are down if you held. I bought a lot of the ETNS but then realized they were not the best choice so I sold out and they are all up around 30% since I sold . I kept weat.l and did pretty well but sold that one too when it popped. Will never buy those types of investments again prefer stocks. LMNR.PK I got about a 40% return in a short period of time sold too quick could have made well over 100% in a short period of time if I waited for when they got listed on the NASDAQ under LMNR. That was the story on most names for me in the agriculture sector. Sold too soon on most names but overall I believe this sector gave me a few % return this year. Been narrowing my holdings it was a mistake owning so many names I was holding close to 80 overall.

Looking @ my current holdings I am pretty concentrated on a few sectors and own 1/4 of what I did when I lost my mind.

VT.TO Agriculture 12% (In the green)
IAAC 10% Part agric (In the green)
CASH 10%
NE 9% Energy (In the green)
SD 8% Energy (adding near low) (In the RED)
AIG 5% Financial (in the RED)
CF 5% Agric, been reducing because of the pop in price (In the Green)
VFF.TO 5% Agriculture ( In the green)
TI-UN.TO 5% Part Agric\Energy (Even)
MBC.TO 4% Agric (In the green)
III.TO 3% Medal (In the Green)
GS 3% Finc (In the Green)
MAL.TO 2% Aerospace (In the green)
C 2% Finc (In the Green)
SHLD 2% (In the green)
CHK 2% Energy (Even)
ESV 2% Energy (In the green)
SCP.TO 2% Part Agric/Energy/Medals (In the green)
HEM.TO 1% Agric (adding near low) (Red)
BWEL.PK 1% Agric (RED)
WMT 1% Retail (Red) bought high errrr
CDY 1% Medals (Red)
HAWK 1% Energy (Red)

Misc names insignificant positions 3-4%

Best performers this year would have to be VFF.TO, FR.TO, CF, MAL.TO, LMNR.PK I believe all of them gave me a return north of 40% off memory.

Worst performers MIR (sold 20% loss), GMXR (Sold 35% loss) and BP (30-35%) also off memory