2025 Investment Performance Thread

COcheesehead said:
By the hair of my chinny chin chin, I hit a new all time portfolio high with yesterday’s market action. Lead by QLENX up 14% YTD
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Awesome!!!
When you listen to the news the sky is falling and it is doom and gloom. Very Interesting and markets aren't even close as far as numbers (DJIA) go and still things are booming.
 
street said:
Awesome!!!
When you listen to the news the sky is falling and it is doom and gloom. Very Interesting and markets aren't even close as far as numbers (DJIA) go and still things are booming.
Click to expand...
I stopped watching any of the financial networks when I retired 5 years ago. I hate watching the national news at night, but my wife insists. I try and tune most of it out.
 
Previously, I provided incorrect information because I added cash in my money market. This does not truly represent my gains in investments. Not sure why I did this. Here is my true investment update to include crypto and stocks YTD:

+6.2%

AA: Crypto (BTC, SOL, FBTC) 30%,
Stocks (VTI, TSP C-Fund, TSLA, STRF, STRK) 45%,
Bonds (G-Fund) 5%
Cash 20%
 
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Down 3.47% YTD
89/11
Small cap exposure is hurting me. Again.
 
YTD 0.65% AA 85/15 and back posting a positive number!

Many will have had strong gains in May I suspect.
 
+6% YTD

Negative YTD: VTI/C-FUND,TSLA
Positive YTD: BTC,MSTR,STRF,G-Fund

Tradfi is killing me, but digital assets keeping me afloat.
 
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I finally went into positive territory YTD, earlier in the month, but it's wavered since then. I still have a few accounts that haven't posted their updates yet, but most of the results are in. I'm up about 0.026% YTD tentatively. I'll post finals once it's "official," but it won't change much.
 
4.06% annualized YTD (XIRR)

6% domestic common stocks, 30% investment grade preferred stocks/baby bonds and 64% brokered CDs, Treasuries, TIPS, investment grade corporate bonds and money market funds.
 
Up just under 3% YTD based on my own calculations. Fidelity says it’s higher.
20% equities
15% alternative - long/short, market neutral
30% individual laddered bonds
35% CEFs
Very little cash
Goals: high current income, capital preservation and then growth. Portfolio sits within inches of a new all time high. Generates 2.5X our expense requirements.
 
3/1: -4%. Not surprised given the uncertainty. I sold enough at the top of the market and bought myself a fun little sports car. No regrets.
4/1: -7.2%. I ride lots of tech, so when there is a pullback I feel it compared to a lot of the folks in t-bills and bonds in this thread. But, I am not FIREd yet. Still accumulating for at least 7 more years.
 
kgtest said:
3/1: -4%. Not surprised given the uncertainty. I sold enough at the top of the market and bought myself a fun little sports car. No regrets.
4/1: -7.2%. I ride lots of tech, so when there is a pullback I feel it compared to a lot of the folks in t-bills and bonds in this thread. But, I am not FIREd yet. Still accumulating for at least 7 more years.
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You've probably had killer returns the last 5-10 years. Well done. I don't get too worried or excited about YTD returns ; I try to look at big picture and look back 5-10-15 years.
 
Fidelity says +4.25% YTD. I have 75/25 AA.

Looks like international is finally paying off.
 
copyright1997reloaded said:
I had to all the way back to page 8 or 9 to find my prior month quote. Hopefully this thread will be more oriented now to reporting results.

The reality of my April was a whole lot of down and up and down and up to end up modestly lower.
YTD: -1.2%
April: -0.7%
March: -1.6%
February: +0.5%
January: +0.9%
YoY: +8.6%
Since 12/31/23: +09.7%
Since 12/31/22: +21.7%
Since 12/31/21: +09.1%
Since 12/31/20: +20.0%
Since 12/31/19: +36.5%

Life goes on. Now sitting 3% off of my all time high.

ETA: I haven't figured out my end of month asset allocation, but it should be fairly close to my 4/12 allocations: 40% equities (not counting precious metals miners), 49% fixed (mostly short term or inflation indexed, 441 day weighted maturity), 11% Precious metals/PM miners.
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YTD: 0.0%
May: +1.2%
April: -0.7%
March: -1.6%
February: +0.5%
January: +0.9%
YoY: +6.4%
Since 12/31/23: +11.0%
Since 12/31/22: +23.2%
Since 12/31/21: +08.6% *Last months posting of +9.1% was incorrect.
Since 12/31/20: +21.4%
Since 12/31/19: +38.1%
Now sitting 2% off of my all time high.
 
FREE866 said:
You've probably had killer returns the last 5-10 years. Well done. I don't get too worried or excited about YTD returns ; I try to look at big picture and look back 5-10-15 years.
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Absolutely! 10ytd = 175%
 
pb4uski said:
4.06% annualized YTD (XIRR)

6% domestic common stocks, 30% investment grade preferred stocks/baby bonds and 64% brokered CDs, Treasuries, TIPS, investment grade corporate bonds and money market funds.
Click to expand...
Yeah, my fixed income has soldiered on as usual and PMs have done very well YTD. Don't have a number, but definitely up for the year even though I took my RMD already.
 
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