I've seen that a loooooot of people had a great performance in 2019. Many had a 30% return. Some even had a 40% return.
Those who worship me (they are countless) will be disappointed to learn that I've only had a 27% return, which is equivalent to the performance of the S&P. I've beaten the TSX/S&P by about 9% though, which is my benchmark. And I've beaten all those people who only put their money at the bank (they had less than a 1% return).
But, I'm a bit puzzled by the fact that I own great businesses and they did only as good as the S&P500 which includes a lot of very average businesses.
Which one of my stocks did the best? The Trade Desk (up 118%), however, I didn't own it for all the year, so the real answer would be Boyd Group (up 84%).
Which one of my stocks did the worst? MTY Food Group (down 12%).
What is great to me is that most of stocks had a performance between 20 and 40%. I haven't known the joy of owning Shopify and getting a 181% return or the sadness of owning Canopy growth and getting a -27% performance. My portfolio is steady and I like that way. When stocks go up or down like crazy, it usually indicates that they're too much linked to the excitation or consternation of the market.
I only write that because I haven't beaten the S&P by a wide margin. Otherwise, I would just say that I'm very satisfied and I deserve a blow job from all of you.