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YTD investment return, time weighted inclusive of dividends, interest and mark to market gains / losses. And exclusive of any withdrawals / additions during the period. 21.24% All equity portfolio, slightly levered. Strong results across all holdings, except AAPL. Big winners of note in Q1...

2023 - a whale of a year 2023 Investment return - time weighted and inclusive of mark to market results, dividends, margin interest and brokerage fees. Exclusive of withdrawals or deposits. 38.8% for 2023 versus my S&P 500 benchmark of 26.3%. The big winners were AMZN, SMH, QQQ. Oil...

YTD investment return, time weighted inclusive of dividends, interest and mark to market gains / losses. 28.84 % All equity portfolio, slightly levered. The tech positions that were so strong in the first half were flat to down in Q3. AMZN, QQQ, AAPL, SMH. Big winners in Q3 were the energy...

2023 investment return. Time weighted, inclusive of mark to market gains, dividends and margin interest. 17.1% Major winners - AMZN, SMH, NVDA, AAPL Losers or went no where - OXY, COP, FANG, HES, XOM S&P 500 return YTD was 16.4% so I guess I’ll have to be happy with a slight outperformance...

First quarter 2023 investment gain based on time weighted return and including dividends, interest and fees was 8.1%. Big winners were the road kill of 2022 - NVDA, AMZN, AAPL and QQQ. And oh yeah the little bit of BTC that I hold in hopes that bitcoin will hit a million before I die...

If you are contemplating rural real estate , I would suggest you pull the trigger sooner rather than later, even at the expense of a portion of existing savings. These properties have appreciated considerably post pandemic and will likely continue to climb in value. If you don’t get in now...

Taxable Brokerage +66.4% Roth +12.4% IRA -11.1% Overall +37.5% Overweight energy. Taxable brokerage is mildly leveraged. It’s not as good as it sounds as I almost went bust during the depths of the pandemic in 2020. Fortunately, I am back to having the usual problems of capital gains tax to...

There’s just nothing like holding a few double eagle gold coins in your hand. They are heavy, feels like real money. A tangible certainty and not just a promise. Completely different than having funds in a brokerage account or a precious metal ETF.

I am holding AAPL and added to AMZN post Q3 earnings release. Thankfully, I am way overweight energy.

40 year plus retirement horizon, no income, self funded medical, mortgages on all real estate, expensive cost of living area. $4MM is an impressive amount to have saved over your careers to be sure. Plus social security in another fifteen years or so. Personally I think it’s not enough by...

Sure, I have a farm. It’s a long story. We bought 157 acres in 2007. This is Eastern Oregon about an hour drive outside Boise. Irrigated ground with senior 1888 water rights. About 100 acres was crop land, the rest is bush along the river. The plan was to retire there after working in mega...

Holding OXY, COP, FANG, XOM. It’s been a wild run. Took some big losses in 2018 and 2019 and nearly went broke in 2020. Now fully recovered plus a bundle with tax issues.

I was diagnosed with spinal stenosis six months ago. Classic symptoms - difficulty walking long distances or standing. Doctor referred me to physical therapy, attended sessions twice a week consisting of TENS treatment, massage and core strengthening exercises. It helped a lot, you also have a...

Time weighted return for 2019 -31.7% Big losers were all the energy names and AAPL. The only good news is that 2019 is a new year.

Since this is about investment returns, withdrawals or additions to principal should not be factored in. Google ‘time weighted return’ for explanation.

YTD 2018 investment performance 2018 YTD time weighted return, inclusive of dividends, interest and brokerage fees and exclusive of any withdrawals or additions to principal. Portfolio - +30.4% S&P 500 benchmark - +10.6% A robust portfolio performance during a strong third quarter for...

You went short Tilray (TLRY) ?

$1.2M NW. $930k investable. All good, in my opinion you should just forget about counting any residential equity and focus solely on investment principal. Which means you will be a real millionaire soon as long as the market holds.

Its really nuts I know Class of 2016 Building the dream in rural Oregon. Four story post and beam. Its really nuts as we are empty nesters and dont need such a house. But its what I dreamed about for years while living in 'challenging' overseas locations and dragging out consecutive 'one...

You pay your money and you take your chances when you play individual stocks. Big daily gains or losses and hopefully you have just a few more up days than down at the end of the year. I personally have days where the portfolio goes up or down as much as 5%. And this is on a mid seven figure...

That’s a strong start to the year. Are you leveraged ? What positions made your half year ?

halftime 2018 report Based on time weighted return inclusive of dividends, fees and margin interest and exclusive of any principal additions or withdrawals Brokerage account +13.8% S&P 500 Benchmark +2.7% Thus far, I am easily 'beating the market' so pleased with the results. Big...

I can speak from some experience with 250 irrigated farm acres in rural Oregon. Bought 160 acres in 2007 and added the neighbors farm of 90 acres last year. Great water rights, fair soils. This is a cow/calf operation with pasture, alfalfa, pinto beans, corn. I retired from the corporate...

Time weighted return is a very standard method of benchmarking investment performance and yes it specifically excludes withdrawals and deposits to the principal. And since we are talking here about ‘investment performance’ and not ‘how big is my brokerage account’ , it is appropriate to use...