Check Out Which Stock Just Delivered Me A New Year Blessing

HCLP is up 5% in today’s tape. Since I started accumulating the position in August at $23.99 a share, the partnership is up 59%.

HCLP collects royalties on the special composition of sand used in advanced well services – like natural gas fracking.

HCLP alone accounts for 8% of my now 28% gains this year.

Much of the rest was from the RGR trade earlier this year, and profitable trading around core positions.

My biggest loser for 2013 was hands down physical silver.

I’m still only performing with the markets for 2013, but at least the last few days closed the gap between myself and the S&P a little more.

My underperformance is easy to identify. Greater than 25% of my net assets are tied up in the uranium sector, of which 95% is just CCJ common stock. I have been investing in the fuel for nuclear power for almost three years now.

So long as uranium remains passive, it will be a monumental feat for me to keep pace with the markets. Keep that in perspective – I only performed with the stock market this year, but I did so with my largest position going nowhere; one hand tied behind my back.

I was able to keep up with the pack by having big hits in my smaller positions, such as buying the bottom of the firearms market via RGR after the Sandyhook massacre last December.

But should my confidence in the uranium market be proven correct (this year?…) then I am quite sure that I will be leaving the averages in the dust. Word from the miners and the nuclear sector has me very interested still. Things remain bleak on the surface, but beneath the waves, in the depths, something stirs…

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