2024 Investment Performance Thread

[Markola]

+8.67% YTD on $1.64 million:

• 16% Bitcoin, Fidelity Bitcoin ETF, and Bitcoin industry stocks
• 42% stock index funds
• 42% bond index funds and cash

58 and 61 years old, semi-retired

 

[street]

YTD 4.11%.

 

[FREE866]

Up 3.72% YTD

 

[copyright1997reloaded]

Still being hurt big time from Apple, but finally hit an all-time new high.
March 2024 results:
January: -0.2%
February: +0.7%
March: +1.7%
YTD: +2.2%
YoY: +8.1%
Since 12/31/22: +13.5%
Since high [12/31/21]: NEW HIGH, +0.0% (ha ha not many actual $)
Since 12/31/20: +11.8%
Since 12/31/19: +27.2%

Given that I am too conservatively invested, have Apple issues (this year), and cash flow negative (temporarily I hope), I am pleased that I've finally been able to eek out a new high.

Preliminary (good enough to report) results:
January: -0.2%
February: +0.7%
March: +1.7%
April: -1.2%
YTD: +1.0%
YoY: +6.1%
Since 12/31/22: +12.1%
Since 12/31/21: -1.2%
Since 12/31/20: +10.5%
Since 12/31/19: +25.0%

 

[Rickt]

-3.28% for April
+2.58% YTD
AA: 78/15/7

 

[SloHan]

-5..7% for April
+7..14% ytd
AA 90/10

 

[Mr. Tightwad]

Thats impressive. Can you share what your AA is and what you're invested in?

ABBV
BAC
BTI
CEG
DIS
EXC
LLY
MO
NGG
O
PEP
PG
WFC

LLY is 49% of portfolio due to 2120% return. Purchased in 2012 at 34.95.

2024 YTD +18.9%, all stocks.

This doesn't include any real estate investments.

 

[Surewhitey]

NW up 4.5% YTD with contributions...been spending like a drunken sailor though.

 

[mwilson]

2.17% YTD on 64/32/4 S/B/C AA.
On advice of Vanguard advisor, 5 years ago I diversified portfolio from 69/25/6 with about 6% foreign stocks and bonds to above allocation with 25% foreign and have gone from up +17% lifetime advantage vs S&P500 to -11%.
Now I am lashing myself to the mast to avoid overweighting the Magnificent 7.

 

[BeWealthy]

Portfolio is +3.3% YTD, 64/32/4 S/B/C AA - and spending 100%+ of taxable dividends and interest.

 

[Andre1969]

I ran my numbers yesterday morning, but forgot to post. Well, April was a bit of a mess, wasn't it?

1/31/2024: +0.78% YTD.
2/29/2024: +4.67% YTD.
3/28/2024: +7.33% YTD.
4/30/2024: +4.36% YTD.

So basically, April's loss canceled out March's gain, and then a bit more.

 

[FREE866]

ABBV
BAC
BTI
CEG
DIS
EXC
LLY
MO
NGG
O
PEP
PG
WFC

LLY is 49% of portfolio due to 2120% return. Purchased in 2012 at 34.95.

2024 YTD +18.9%, all stocks.

This doesn't include any real estate investments.

Congrats on the monster return with LLY. Whats more impressive is that you held it all this time. I just do ETFs because I'm sure i would sell winners too early and the anguish of deciding what to do would really mess with my serenity which is what I cherish these days.

 

[TB1960]

Our Schwab portfolio has moved more conservative to an AA of 55/45, equity/fixed income, versus 65/35 for 2023

YTD +1.14% ending January
YTD +4.50% ending February
YTD +6.41% ending March
YTD +3.27% ending April

 

[kgtest]

Jan '24 : +1.35%
Feb '24: +5.1% unfortunately trailing the SP500 with my massive position in AAPL and the bit of a hit that's taken. 100% equities, ~66% Magnificent 7, 34% AAPL
Mar' 24 +5%. Flat month with AAPL dragging me down. People warned me not to be so exposed to one equity, but here I am. It's treated me well in the past.
Apr' 24 +1.25% AAPL was 40% of my portfolio, with the pull back it went to 32% eeeek, or Whee!

On the bright side, I am back to 5.6% YTD after the Thursday and Friday AAPL earnings rally! Yeah baby!

 

[kgtest]

Yes, but it's a constant source of frustration.
It's a two-step process, and requires constant tweaking. I have a browser plug-in that saves the page as you see it (using the DOM). I also have a plug-in that enters my passwords. Then I drive the browser with a scripting scheme that uses image matching, which gets me to the holdings screen, at which point I save the page. The second step is a program that parses the HTML files saved above and makes a single CSV file that has all positions across all investment and banking sites. It's a hobby.

Our resident ZeroCool from the movie "Hackers," lol. I used to have a selenium web driver script that could snag all my data after some logins...but since the advent and force of MFA, I can't seem to find a sensible way around it. Would be nice to get an API Auth token and pull the data with an API request.

 

[perez99]

Hopefully a quick, non-controversial question: are the number posted here the portfolio value net of withdrawals? That's an easy number to get, but of course is impacted by how much I take from it (Take nothing and it will be only investment performance. Take a lot and investment performance may not matter much). On the other hand, not even sure I can take out the impact of withdrawals anyway...