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2023 Investment Performance Thread
01-07-2023, 09:08 PM
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#1
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 34,660
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2023 Investment Performance Thread
I’m just excited because my retirement portfolio is up 1.6% this first short week!
(hopefully I didn’t just jinx the year)
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Retired since summer 1999.
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01-07-2023, 09:12 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,114
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Now you did it.
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01-08-2023, 05:09 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Dec 2015
Location: Michigan
Posts: 4,156
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__________________
"The mountains are calling, and I must go." John Muir
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01-08-2023, 05:40 AM
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#4
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Moderator Emeritus
Join Date: Apr 2011
Location: The Woodlands, TX
Posts: 16,865
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I feel so good about the 1% I am up, I'm going to order some of that fancy Tennessee bacon linked in the "bacon" thread to celebrate!
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Now a widower and wondering what the rest of my life has in store for me?
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01-08-2023, 05:44 AM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 34,660
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I guess I was channeling W2R there!
But after such a bummer year, Friday’s pop made me feel like partying!
It’s just that during 2022 I think my portfolio was down YTD every time I looked at it. So having it up YTD for once feels like a miracle.
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Retired since summer 1999.
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01-08-2023, 06:35 AM
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#6
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Moderator
Join Date: Oct 2010
Posts: 9,915
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6001, here we come!
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01-08-2023, 07:48 PM
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#7
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Recycles dryer sheets
Join Date: Apr 2013
Posts: 160
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Quote:
Originally Posted by audreyh1
I guess I was channeling W2R there!
But after such a bummer year, Friday’s pop made me feel like partying!
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It looks like the “Wheeeee” baton has been passed
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01-08-2023, 08:05 PM
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#8
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 34,660
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Probably not. I only got excited because we’ve been through such a looong drought.
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Retired since summer 1999.
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01-09-2023, 04:49 AM
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#9
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Thinks s/he gets paid by the post
Join Date: Mar 2011
Location: North TX
Posts: 1,279
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Even caught DW's attention... That says something.
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01-09-2023, 07:09 AM
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#10
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,150
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I know it's probably not going to last, and there will be ups and downs in the future, but I was up 2.19% once everything totaled up Friday night. What was that word that Jed Clampett used to say that started with "W" and ended with "-Doggies"?
I've basically "made" about half a year's salary just in the first week. It would be nice, if that trend would continue long-term, but I'm not holding my breath.
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01-14-2023, 12:44 PM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 34,660
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No, I’m really not trying to jinx anything 
but I’ve already recovered my Jan 3 withdrawal and then some!
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Retired since summer 1999.
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01-14-2023, 02:47 PM
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#12
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Full time employment: Posting here.
Join Date: Apr 2007
Posts: 973
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Wee Hee. Up 4.12% as of Friday 1/13/2023. Time to buy that Tesla :-)
On a more sobering note. Still down 16.19% 1/1/2022 to date. At least it feels nice to have a couple weeks of not losing money.
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01-14-2023, 03:10 PM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 34,816
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I am up 4.4% YTD, despite having a stock AA of 63% as of Jan 1st.
And I also forfeited some gains due to writing OTM covered calls that became ITM and got assigned yesterday, making me selling a few $100K of hot stocks below market values. Darn!
I will not mind if the market tumbles down next week, giving me a chance to write puts on the stocks I just lost.
PS. My top 2 stocks: Cleveland-Cliff (CLF) up 30% YTD, and Southern Copper (SCCO) up 25% YTD.
My bottom 2 stocks: Euronav (EURN) down -15% YTD, and Teekay Tankers (TNK) down -9.4% YTD.
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"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-15-2023, 09:17 AM
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#14
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,452
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3.13% - 40/60 aa
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May we live in peace and harmony and be free from all human sufferings.
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01-15-2023, 10:11 AM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 8,689
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01-16-2023, 08:40 AM
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#16
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Thinks s/he gets paid by the post
Join Date: Aug 2017
Location: Champaign
Posts: 4,168
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PTL, “feeling good, looking good Billy Ray”
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"Do not go where the path may lead, go instead where there is no path and leave a trail."
Ralph Waldo Emerson
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01-25-2023, 06:28 AM
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#17
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,438
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My 1/99 portfolio is now where it was a year ago. Great thing is that it is even stronger now, with cash flow from maturities, redemptions, and interest payments I've picked up significantly higher yielding new bonds, CDs, treasuries, etc.
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2023 Investment Performance Thread
01-31-2023, 02:44 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 3,767
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2023 Investment Performance Thread
Jan '23: +9.1% with FOMC right around the corner, poised to raise interest rates. Here's hoping the market keeps going up.
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Time > $$$ ~ 100% equities ~ FIRE @2031
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01-31-2023, 02:47 PM
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#19
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 34,660
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Ha ha I won’t know until tomorrow. I have lots of dividends paid on the last day of the month.
But I do know that I was up almost 5% as of last Friday which is amazing to me.
__________________
Retired since summer 1999.
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01-31-2023, 02:50 PM
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#20
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Administrator
Join Date: Jan 2008
Location: Land of Florida Man
Posts: 38,399
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2023 investment performance threads merged
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