2025 Investment Performance Thread

[copyright1997reloaded]

Investment performance is dictated by Tariff's right now and will be for some time. Hard to talk about one without the other. For the love of God and all God's creation. Tariff's historically have led to major losses for equity holders. That's a fact.

This thread is supposed to be a simple one - people reporting their monthly or whatever performance. There are plenty of other threads to discuss why the market is moving up, down, or sideways.

 

[Koolau]

View attachment 55287

I like your new avatar!

 

[Alan]

Mod note
Several posts have been removed. Please try and stay on topic and steer away from politics

 

[Andre1969]

I added it up this morning. Down about 8.5% YTD. At the worst, on April 8 I was down 13.66%, so definitely an improvement!

 

[copyright1997reloaded]

As of last night, -3% MTD, -3.5% YTD, -5.4% from high. First reached these levels (on the up side) early August 2024. Definitely helped by low equity exposure (about 40% at recent market depths, without counting precious metals miners), higher than typical precious metals exposure. Of course, that allocation has hurt me over the last few years as at one time I was closer to 65%-70% equities. I have been nibbling over the past few weeks on equities to keep my equity exposure > 40%.

 

[jfn111]

Down 4.17% as of this morning. Around 50/50 portfolio.

 

[Bryan Barnfellow]

As of today, my $2.5M focused basket of 18 dividend growth stocks is up just under 1% year-to-date.

 

[HFWR]

Need I say more? The S&P 500…

 

[YellowSubmarine]

Down 2.97% YTD (4/23/25)
Down 4.51% from ATH Dec 5, 2024
33% Equities/53% bonds today

 

[pb4uski]

+0.48% YTD, -0.86% MTD
~3% VTSAX, ~30% investment grade preferreds and rest is a mix of CDs, Treasuries, agencies and investment grade bonds

 

[dobig]

Up 11.32% YTD including contributions. Hit an all time high of $2.32 today.

I quit cheating by trading NVDA. Knew that well would eventually go dry. Invested those funds in boring DVY, DGRO and a small batch of PDI. After the run I was on, boring seems just fine.

 

[mrfeh]

Up 11.32% YTD including contributions. Hit an all time high of $2.32 today.

Contributions are not part of portfolio returns.

 

[HFWR]

YTD -0.13% at the market close.

 

[frayne]

With all the market volatility, I'm not even paying attention. Guess, I'm blessed and lucky to be in that position.

 

[Koolau]

Need I say more? The S&P 500…

View attachment 55307

I'm sure you don't need to say more, but the S&P 500 doesn't represent my portfolio very well. To get a better feel for how I'm doing, I would need to include the effects of my individual investments such as individual stocks, stock funds, bond funds, etc. AND any "weird" stuff like PMs, Foreign (OUS) indexes, Reits, RE (not my house, etc.). 60% of my Port isn't affected by the recent tariff issue. It's all contractual stuff like Mygas and I-bonds, etc. Then PMs have done well in the past 3 months.

I'm "tired" of figuring the numbers, but last I checked, I was ever so slightly ahead of when tariffs hit the fan. Foreign stuff doing pretty well, in general for me. YMMV

 

[HFWR]

I'm sure you don't need to say more, but the S&P 500 doesn't represent my portfolio very well. To get a better feel for how I'm doing, I would need to include the effects of my individual investments such as individual stocks, stock funds, bond funds, etc. AND any "weird" stuff like PMs, Foreign (OUS) indexes, Reits, RE (not my house, etc.). 60% of my Port isn't affected by the recent tariff issue. It's all contractual stuff like Mygas and I-bonds, etc. Then PMs have done well in the past 3 months.

I'm "tired" of figuring the numbers, but last I checked, I was ever so slightly ahead of when tariffs hit the fan. Foreign stuff doing pretty well, in general for me. YMMV

Yeah, I posted the contents of my holdings elsewhere. Was just highlighting recent volitility. MMDV

 

[dobig]

Contributions are not part of portfolio returns.

You're right. 7.11% YTD without contributions.

 

[ut2sua]

I don't know.... When VTI went up 10% in one day not long ago, I looked at my portfolio summary, and I saw the biggest 1 day gain number I have seen. And then I recalled that I have lost twice that amount just before that. After all the significant up and down of the market within days, my feeling have gone numb. There have been no excitement or concern due to the gain/loss since the next day will probably reserve whatever happened the day before. The market has clearly been as lost as I am. Now I know I have lost about 10% of my stock portion since the peak. So back to the biggest lost number that I have personally registered (which is the same biggest 1 day gain number I have mentioned above) if it makes any sense. There was certainly bigger loss in the past, but I was working and didn't bother to look/register.

 

[HFWR]

I created a google sheet years ago, that auto tracks my holdings price. I enter how many shares, what the theoretical and actual percentage of the total is, and have columns for +/- 10% (cell turns yellow) or 15% (cell turns red). Etc. One click of the mouse, and I can see what my ytd is, because I’ve entered the quarterly amount every quarter since 2002.

There’s no actual connection to an account. I enter the symbol, and a command grabs the price.

So, easy to look, but to borrow a phrase from unclemick, I didn’t do something, I just stood there.

(As opposed to “Don’t just stand there, do something!”…

 

[Texas Proud]

I created a google sheet years ago, that auto tracks my holdings price. I enter how many shares, what the theoretical and actual percentage of the total is, and have columns for +/- 10% (cell turns yellow) or 15% (cell turns red). Etc. One click of the mouse, and I can see what my ytd is, because I’ve entered the quarterly amount every quarter since 2002.

There’s no actual connection to an account. I enter the symbol, and a command grabs the price.

So, easy to look, but to borrow a phrase from unclemick, I didn’t do something, I just stood there.

(As opposed to “Don’t just stand there, do something!”…

Is this the 365 spreadsheet? I have a version on my computer and cannot find the stock lookup.

 

[HFWR]

Is this the 365 spreadsheet? I have a version on my computer and cannot find the stock lookup.

Google Sheets: =GoogleFinance(A6, "price")

I have an older version of Excel, so not sure if the lookup is the same.

 

[Flyfish1]

YTD: up 0.46% as of yesterdays close.

 

[steelyman]

Google Sheets: =GoogleFinance(A6, "price")

I have an older version of Excel, so not sure if the lookup is the same.

I rely on GoogleFinance/Sheets. It doesn’t update fund prices till the next day but, not being a frequent trader, that doesn’t matter to me.

It’s a lot cleaner than things like screen scrapers.

Best of all, it’s free.

 

[target2019]

Does =GOOGLEFINANCE("VFINX", "returnytd") still give total return only to end of previous full-calendar month?

 

[target2019]

Our total return is something like -5.237487311%

That's the price return in 2025 times .666 (our equity percentage).