2023

marshgerda

Feb 11

Looking at my results so far. I'm up 13.2% for the year. February has been basically flat. That is pretty much on par with the S&P. Here are my top 15 holdings:

Ticker	Allocation	Cumulative
JXN	13.9%	13.9%
ASLE	7.7%	21.6%
NXDT	6.9%	28.5%
EGY	6.2%	34.8%
RGA	6.2%	40.9%
UNTC	5.2%	46.1%
ROIV	4.9%	50.9%
AMPY	4.5%	55.4%
SPB	4.1%	59.5%
ACR	4.0%	63.5%
BXSL	3.9%	67.5%
WLFC	3.5%	71.0%
MX	3.4%	74.4%
RENN	3.2%	77.5%
VATE	3.1%	80.6%

Top 15 Holdings

Now here is my hypothetical portfolio I set up over the Christmas weekend of my "best" ideas for 2023:

Ticker	Shares	Start	Current	Dividend	$ Gain	% Gain
ACR	129	7.75	9.29	0.00	$ 199	19.9%
AMPY	119	8.40	8.77	0.00	$ 44	4.4%
ARGO	38	26.51	29.39	0.00	$ 109	10.9%
ASLE	65	15.38	18.68	0.00	$ 215	21.5%
CMRE	110	9.06	9.92	0.00	$ 95	9.5%
JXN	29	35.02	45.55	0.00	$ 301	30.1%
MX	115	8.71	10.08	0.00	$ 157	15.7%
NMM	38	26.34	27.49	0.05	$ 46	4.6%
OCUL	375	2.67	3.87	0.00	$ 449	44.9%
RENN	719	1.39	1.92	0.00	$ 381	38.1%
SIMO	16	62.39	65.84	0.00	$ 55	5.5%
SPB	17	59.25	64.07	0.00	$ 81	8.1%
TK	218	4.58	5.15	0.00	$ 124	12.4%
UNTC	17	58.48	50.80	10.00	$ 40	4.0%
UNVR	32	31.72	33.57	0.00	$ 58	5.8%
VATE	578	1.73	2.93	0.00	$ 694	69.4%

						19.0%

2023 Best Ideas

Finally, here is my shipping charity portfolio, where I committed to invest $20,000 and I will donate all gains to a charity at the end of the year:

Ticker	Shares	Start	Current	Dividend	$ Gain	% Gain
DAC	73	54.60	60.84	0.00	456	11.4%
CMRE	442	9.05	9.92	0.12	435	10.9%
GSL	238	16.76	19.18	0.00	576	14.4%
SB	1,342	2.99	3.27	0.00	376	9.4%
NMM	160	24.92	27.49	0.05	419	10.5%

Total	19,975				2,262	11.3%

Shipping Charity Portfolio

So I'm on the hook for $2,262 as of now. As a reminder, these were the 5 favorite names in a consensus VIE shipping poll. My plan is to rebalance these picks at the end of every quarter => assuming J runs the poll quarterly.

Comment