2023 Investment Performance Thread

[wingfooted]

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 equities went nowhere but did create a favorable environment for profitable covered call and naked put writes.

I’m obviously very happy to be up 12.5 % versus the S&P for the year.

And now we reset at zero on Tuesday and see what 2024 brings.

 

[kgtest]

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 equities went nowhere but did create a favorable environment for profitable covered call and naked put writes.

I’m obviously very happy to be up 12.5 % versus the S&P for the year.

And now we reset at zero on Tuesday and see what 2024 brings.



View attachment 48069

Nicely done! AMZN was calling my name earlier in the year, but for some reason I ignored the thought and time drifted away. SMH is tempting. I feel like there is plenty of runway the next few years with autonomous driving, AI etc.

 

[wingfooted]

Your higher beta bet on bitcoin really helped that ‘fairly conservative’ portfolio.

 

[ER2B]

+17.8% . Method used is
end of year 2023 balance minus
end of year 2022 balance.
Add 2023 total Income less total Expenses.
Divide net amount by end of year 2022 balance.

 

[freedomatlast]

+32.48% for year 2023 with lazy, stock heavy portfolio bringing in an all time high in investible assets and NW. Staying away from market timing sure pays off.

 

[Finance Dave]

Early this year I rebalanced to 60% equities- mostly index funds- and put 40% into CD's.
The equities are up 25% for the year.

I'm happy with the outcome.- retired today. I wasn't comfortable with my previous asset allocation because it was all exposed to market risk. By shifting to CD's I was confident that I could safely retire and do ok even if the market dropped 50%.

Congrats and welcome to the SWAMP club ("sleep well as market plummets")

 

[Finance Dave]

Well, I guess it's close enough to the end of the year that all of my final totals have posted. Or, if anything does update, I don't think it would be enough to sway my results much either way. So, here goes...

1/31/2023: +7.08% YTD.
2/28/2023: +4.22% YTD.
3/31/2023: +7.18% YTD.
4/28/2023: +8.40% YTD.
5/31/2023: +8.96% YTD.
6/30/2023: +14.51% YTD.
7/31/2023: +17.96% YTD.
8/31/2023: +16.04% YTD.
9/29/2023: +11.04% YTD.
10/31/2023: +7.65% YTD.
11/30/2023: +15.65% YTD.
12/29/2023: +20.81% YTD.

I was down 20.51% in 2022, so this was definitely a nice comeback!

Excellent!

 

[Finance Dave]

+32.48% for year 2023 with lazy, stock heavy portfolio bringing in an all time high in investible assets and NW. Staying away from market timing sure pays off.

That's incredible...you must have either had a lot in tech stocks/indices or been into some lucrative individual investments!

 

[FREE866]

Will have to wait until Tuesday for the exact amount as Schwab has yet to show data to include Fridays performance and dividends paid.

 

[FREE866]

+32.48% for year 2023 with lazy, stock heavy portfolio bringing in an all time high in investible assets and NW. Staying away from market timing sure pays off.

Thats so sweet..congrats....you must have nice portion of QQQs or some ind tech names...I'll all equity too, but actual numbers will be more in line with S and P and Russell 2000

 

[RobLJ]

16.1% on a 61.5% stock allocation, most of the gains in the last 2.5 months.

Like several noted, I almost gained back everything the portfolio "lost" in 2022, although NW is down 2022 and 2023 withdrawals, which I will take gladly.

 

[jollystomper]

9.75% gain for 2023, year end AA 35/52/13. Very happy with this.

 

[audreyh1]

Looks like 13.24% YTD on a ~50/50 portfolio. I have a wee bit more interest coming in on Dec 31, so it might make it to 13.25%.

Very happy with my result.

 

[Mr. Tightwad]

Up 22% for 2023, I underperformed the S and P 500

 

[kgtest]

+32.48% for year 2023 with lazy, stock heavy portfolio bringing in an all time high in investible assets and NW. Staying away from market timing sure pays off.

Very nice!

 

[marko]

13.03% Most of it coming in the last 8 weeks.
4.24% net, after withdrawals.

 

[FREE866]

Schwab just refreshed the yearly numbers.


98% equity.



Up 24.1 % for 2023.



My ~30% allocation to small caps ( IWM) hurt me for awhile, but really kicked up the numbers late in the year.



Extremely happy with these results.



Still have a small% exposed to International. Actually sold some off and all of my Emerging markets ETF late in year as I was tired of looking at it the last ~15 years.

 

[SloHan]

23.28% gain for 2023 on a 85/15 AA . The AA has drifted to ~88/12 , but I did not rebalance.

 

[JohnDoe]

Looking at my ole man's folio, he is 72 and coming up on his first RMD...he is up 35% ytd. Incredible. The tax torpedo is coming...RMD starts in less than 32 days.

That's pretty cool that your ole man let's you manage his money.

It took me over a year to convince my mom to move money from her bank branch to another institution that pays more than .02% on a MMS.

My 2023 was 16.81% on 60/40. I did a portfolio make over and a rebalance the last 2 days. (The new portfolio, same AA, would have been 19.87%

 

[copyright1997reloaded]

Nice November, best month of the year (equities up, bonds up, precious metals up)
November: +4.3%
YTD: +8.5%
YoY: +3.9% (last November was up also, thus lower YoY)
Since high [12/31/21] -5.0%
Since 12/31/20: +6.3%
Since 12/31/19: +21.6%

Preliminary December results:
December: +2.3%
YTD: +11.0%
YoY: +11.0%
Since high [12/31/21]: -2.1%
Since 12/31/20: +9.4%
Since 12/31/19: +24.4%
I'm OK with it given my equity allocation is low (somewhere around 40%, I need to figure it out this weekend) and my "beta" is also lower than the market overall (given the relatively short term fixed). I was somewhat helped this year due to exposure to the "magnificent seven" (Apple is my largest position and Microsoft is now second due to its good year.)

The numbers may change slightly as end of year MM fund payments are made (but not by much).

 

[Sunset]

I grabbed our numbers 10 days ago, so they are off a bit but good enough.

We went up 16.2% overall, mainly dragged down by holdings in another Country as those only went up 3.5%

However, we are at the highest number we've ever had So I told DW we need to spend more

 

[GhostofTomJoad]

Very early in 2022, we were at our own all-time high. Then 2023 sucked wet mud, until November or so. The Market barfed its way to the end of the year, these past couple of days.
Here now---at the end of 2023--- we stand just a fraction above the previous all-time high. I take out a small slug in January, each year. It comes to less than a 3% withdrawal from the total.

 

[gamboolman]

As of 31-Dec-23 for our Total Portfolio, we are + 10.83% from 1-Jan-23.

Current Asset Allocation is approximately 55.9% Equities, 29.1% Bonds, 15.0% Cash.

 

[VanWinkle]

57/36/7 and hit 17.35% for the year. I am going to rebalance to 50/45/5 when the new year begins. All indexed equities, bond fund, and money market.

VW

 

[street]

Some great percentages!!! We will need a great 2024 to have a positive return come January 2025.