Wow @Bear77 that is some list. I think because you offered an exhaustive list of losses in the worst stock Forum post, you are well within your rights to do the same for the wins!! Ditto for you @SudMav nice gains mate.
I think in fairness to my losses being limited to only 2 x worst case scenarios (which were total losses of ~$20-30K each) when I have many other losses between $5K - $20K that did not totally tank, and as an effort to keep my investing ego in check (funny how we remember all those wins but somehow avoid the losses like a plague) I might just stick to 2-3 best investments here.
My winner theme here is to buy and hold if you love the company and that is certainly the case for the first 2:
Some shares were simply milked for dividends and Telstra was a great example. Any time they offered an off market buy back where there was a large capital loss along with a large, franked dividend, I jumped at it. I don't hold any TLS these days but from IPO in 1999 to 2022 I show a capital loss of $14.7K and a total dividend including franking credits of $234K or a total return of $219K. You don't always have to hold purely for capital gain, although there would have been some growth if I didn't continually take the off market buy back bargains!
So, enough bragging as I have many more losers than winners, but with the right companies and a lot of time, good things are possible.
Note: this edit is due to seeing @Bear77 footnote regarding Sharesight reporting dividends as Grossed up dividends including franking credits. Sorry, just started using Sharesight in August and didn't realise this was the (unusual) case. Comments regarding dividends above have now been corrected!!
01-Oct-2024: In dollar terms, my best total returns (capital gains plus dividends combined) from real money positions in real life portfolios have come from the following - from best to tenth best:
Note total returns are dividends added to capital gains less capital losses, and it appears that Sharesight have included the value of the franking credits in those dividend returns.
In dollar terms the ones that followed those (at #11 to #33) were WAM (mostly gains made a decade ago with WAM), MAQ, MLD (MACA, have been acquired, no longer ASX-listed), ALU (Altium, been acquired, no longer ASX-listed), TNE, RFF (Rural Funds Group), IGO (then known as Independence Group, years ago), NCK, BPT (Beach Energy, years ago, up until Seven Group took a large stake in them and organised the merger with Drillsearch), CSL, PTM (Platinum Asset Management, back when Kerr Neilson was still running it), UWL (Uniti Group, were acquired), EVN, PMV, RHC, WMI, MIN, WLE, CZZ (Capilano Honey, were acquired), ABB, JIN, EGL & WAX. Below WAX at #33 we're talking about total returns of less than $15K, so not so material. Most of the WAM Funds LICs (WAM, WMI, WAX and WLE) gains were made in the earlier years, not recently.
Of those 33, the only ones I hold today are NWH, GNG, LYL, NST, WLE in real life. Here on SM I hold those 5 plus CDA, ARB, MAQ and EGL at this point in time (from those 33).
In percentage terms, the following have provided the best bang for my bucks, however because some of them were smaller positions, a lot of them did not provide the best total dollar returns compared to my larger positions:
In percentage terms, the next 5 after that were ABB (57.37% p.a.), ALU (52.07% p.a.), NEA (Nearmap, 51.78% p.a.), WTC (51.11% p.a., WiseTech was another one I sold out of way too early) and BPT (50.15% p.a., Beach Energy, formerly Beach Petroleum, another Adelaide-HQ'd company, was another one I got interested in because of Kerry Stokes' involvement). Speaking of which (as in bombed-out Energy sector companies based in Adelaide), I added Santos (STO) to my SMSF @ the $7.00 opening price this morning - also where they closed, bang on $7. Capex reducing in the current FY and even further next year, much better balance sheet than a few years ago, and involved in multiple gas projects both in Australia and overseas. Also STO are Australia's second largest energy sector company after Woodside, and I don't currently like Woodside much. So my direct exposure to Australia's energy sector is now via COE (Cooper Energy) and Santos (STO).
Finally, some people talk about yield traps, meaning companies that people buy for their high dividend yields and still lose money on because of capital losses. That can happen, but not always.
Here are my 22 best companies in order of dividend yield (which includes the value of the attached franking credits, so they are grossed up yields), and I've also included my capital gain/loss percentages, and finally the total shareholder return percentages (which are the previous two numbers added together) - all are p.a. (per annum) percentages:
Notes:
I have to cook some Mexican now. Taco Tuesday. Back in a while.