Recent content by ATXFIRE2034

Based on YTD performance (17% of the way through the year), my annualized return rate is currently trending @ 158%. Market feels overheated, hoping for a run of the mill 5-10% correction soon to cool things off.

As of Feb 2, 2024 Update: - Up 8.53% across my portfolio YTD - Current AA (equities / bonds / cash) = 90% / 0% / 10% - Overall NW is up 5% YTD - Reached 68% of my goal FI target - ROTH performance YTD = +22% (NVDA, AMD, TSM, MAGS) - ROTH is 14% of overall portfolio

Mid-Dec Update: - Up 55% across my portfolio YTD - Current AA (equities / bonds / cash) = 88% / 0% / 12% - Overall NW is up 31% YTD - Reached 65% of my goal FI target - ROTH performance YTD = +76.5% (NVDA, AMD, TSM, MAGS) - ROTH is 14% of overall portfolio What a year so far! Hope the...

Lost 5% of my portfolio gains for the year in the month of October. - Up 36% across my portfolio YTD - Current AA is unchanged (equities / bonds / cash) = 86% / 0% / 14% - Overall NW is still up 21% YTD - Still at 60% of my goal FI target

End of Q3 Update: - Up 41% across my portfolio YTD. - Current AA (equities / bonds / cash) = 86% / 0% / 14% - Overall NW is up 21% YTD. - Reached 60% of my goal FI target. - 42 with plan to retire at 55. - ROTH performance YTD = +70% (Thanks NVDA! I do have a Stop Loss order in place to ensure...

Loving the return in my Roth account year to date!

I’m now up 33% across my portfolio YTD. Current AA (equities / bonds / cash) = 83% / 5% / 12% Not included in what I indicated above is a 2.7% gain on RE / personal property equity. Overall NW is up 20% YTD. I am now at 66% of my goal FI target.

We hit $1.1m NW today, highest mark yet. NW is up 19% YTD. I feel like we’re living in the twilight zone….

I am up 28% across my portfolio YTD. Current AA (equities / bonds / cash / crypto) = 81.8% / 4.7% / 13.3% / 0.2% Not included in what I indicated above is a 2.5% gain on RE / personal property equity. Overall NW is up 17% YTD. I am now at 65% of my goal FI target.

YTD portfolio performance: -12.2% AA = 92.7% equities / 0% bonds / 7.2% cash / 0.2% crypto

What a horrible market! This too shall pass....but probably not as quickly as I want it to! My mantra these days seems to be "keep investing, don't sell....keep investing, don't sell....keep investing, don't sell". Knowing I don't need the money for another ~15-30 years only makes it slightly...

YTD portfolio performance: -12.8% AA = 93.9% equities / 0% bonds / 5.9% cash / 0.2% crypto

AA = 93.5 / 0 / 6.3 / 0.2 (equities / bonds / cash / crypto) Investable assets down 4.7% YTD at close of Q1. Net Worth up 0.8% YTD at close of Q1.

I will turn 50 in 2031.

Even with the recent market conditions, we’re still up 113% since the March 2020 pandemic lows.