Mr. Tightwad
Thinks s/he gets paid by the post
-1.5%
*Finished in 3rd place last year, and was up 38% in '21
*Finished in 3rd place last year, and was up 38% in '21
2023 Investment Performance Thread
- Thread starter audreyh1
- Start date
gcgang
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- Sep 16, 2012
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- 1,571
https://www.bespokepremium.com/think-big-blog/january-2023-asset-class-and-stock-sector-performance/
Above a nice summary of various investments.
Value outperformed growth, but NASDAQ beat Dow? Howzat happen?
Interesting that both Mexico and Australia have double digit positive returns for the past twelve months.
Above a nice summary of various investments.
Value outperformed growth, but NASDAQ beat Dow? Howzat happen?
Interesting that both Mexico and Australia have double digit positive returns for the past twelve months.
Andre1969
Thinks s/he gets paid by the post
I just added it all up, and here's my result...
1/31/2023: +7.08% YTD.
Let's hope we have a few more months like this!
1/31/2023: +7.08% YTD.
Let's hope we have a few more months like this!
HenryD
Recycles dryer sheets
- Joined
- Jun 6, 2013
- Messages
- 341
+7.6% ytd.
jfn111
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+2.3% as of 02/01. (Largest account is 30/70)
- Joined
- Oct 13, 2010
- Messages
- 10,763
Used stale data on one account. Turns out it's +6.2%. I really can't get a fix on it until the first of the month.
target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Keeping it real for the end of January 2023. This is total portfolio value, not performance.
+4.17% for RLBGX 50/50 benchmark (that is performance).
+3.45% for our 50/50 portfolio.
What happened in January was a transfer of equity and cash to one child as a gift. Bills were also rather large due to OLED TV payment, dental surgery, and holiday presents.
Equity has climbed to 54%, and we can let that float to 60% without re-balancing. We're out of the retirement transition woods now, and going back to that 60/40 thing everyone talks about (and we had before retirement).
Yeah spoke a little too soon, apparently my index fund didn't update yet.
Jan '23: +9.5% lol. I'll take it. Don't expect it to stick around though.
Lawrencewendall
Full time employment: Posting here.
+7.77%, 74/26 aa
SloHan
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- Aug 13, 2017
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- 496
+6.2 % for the first month of 2023.
OP
OP
audreyh1
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
OK - +4.90% for the first month of the year. I'm quite delighted. Haven't had a month rally like this in a very long time.
Knocking on wood......
Knocking on wood......
street
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Nov 30, 2016
- Messages
- 9,565
February 1st, 2023, I was up 5.05% from the first day of January 2023. On an ~80/20 AA.
Last edited:
SunGuy
Recycles dryer sheets
Most people are not interested in delving into the minutia of individual stock investing. For the vast majority of people they should stick to index funds.
Almost everyone here on this forum though is probably of the mind that they could, if inclined, develop personal investment strategies.
But again, even those predisposed towards investing, still may not want to devote the time/energy to eke out a few more basis points/quintiles of profit for their troubles.
As someone that relishes spending hours and hours of most days researching and planning out stocks to buy, especially now, compared to the last couple years. It is a lot of effort. I use finviz.com and a few other places to sort and analyze stocks to screen for potential investments.
I have funds in just about every possible asset class/category to some degree, though some are more from my index funds in my 401k.
Lately I have become rather obsessed with regional banks, they have a lot of great value, good dividends, a few are prime investments, great cash flow, low price to book value etc.
I could talk all day long about stocks and all the lists I keep and organize, hundreds of stocks.
I have an alphabetized list that grows by around 2-4 stocks a day.
Keep in mind that this does not mean I will ever invest in even a tenth of them, but I will sort through them every pay period and make investments accordingly.
Which also includes me potentially adding to previous investments too.
Almost everyone here on this forum though is probably of the mind that they could, if inclined, develop personal investment strategies.
But again, even those predisposed towards investing, still may not want to devote the time/energy to eke out a few more basis points/quintiles of profit for their troubles.
As someone that relishes spending hours and hours of most days researching and planning out stocks to buy, especially now, compared to the last couple years. It is a lot of effort. I use finviz.com and a few other places to sort and analyze stocks to screen for potential investments.
I have funds in just about every possible asset class/category to some degree, though some are more from my index funds in my 401k.
Lately I have become rather obsessed with regional banks, they have a lot of great value, good dividends, a few are prime investments, great cash flow, low price to book value etc.
I could talk all day long about stocks and all the lists I keep and organize, hundreds of stocks.
I have an alphabetized list that grows by around 2-4 stocks a day.
Keep in mind that this does not mean I will ever invest in even a tenth of them, but I will sort through them every pay period and make investments accordingly.
Which also includes me potentially adding to previous investments too.
W2R
Moderator Emeritus
Just curious on how you use the site "Finviz" to research potential stocks to purchase.
athena53
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
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- May 11, 2014
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- 7,383
Well, not sustainable in that a 4% gain in the first month probably doesn't indicate a 60% gain for the year!
I consider it reversion to the mean. What goes up will come down, and vice versa, unless you're holding Bed, Bath and Beyond or Enron. I just try and weed out under-performers along the way, maybe take some profits when things are up, and try to keep my cool when the market tanks.
marko
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- Mar 16, 2011
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- 8,456
Well, not sustainable in that a 4% gain in the first month probably doesn't indicate a 60% gain for the year!
.
But it's nice to have a bit of thick(er) ice under our feet, no? At least a small downturn won't take us negative so early in the year....for a change.
Golden sunsets
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- Jun 3, 2013
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- 2,524
Up 5.85% for the year as of 1/31/23. Up another 1.5% over the last day and a half. I had not been looking, for so many months. Now I'm back to checking regularly. Hope that doesn't jinx us all.
AA 50%/50%.
AA 50%/50%.
