aja8888
Moderator Emeritus
Unfortunately most of our money was invested in "safe" index funds in our 401K and is down about 7.5%.
The risky portion was invested in Endocyte and ended up going up over 1000%. Unfortunately I did not risk more than I could afford to lose so only ended up making $400,000 or so total (some of which I realized in 2017)
For 2018 it is looking like we are +10% or so, with the Endocyte pulling up the losses in the 401K. This is after accounting for taxes on the long term capital gains and having to pay back all of my ACA subsidy for 2018.
For 2019 I am going to try some different strategy. I am going to take the risk with a small portion of the 401K and put the taxable money in index funds. I don't like paying back ACA subsidy or cutting $60,000 checks to the IRS in retirement.
Still, being up 10% this year is good, no?
Nice job!