2025 Investment Performance Thread

[FREE866]

Up 2.54 % YTD
98% stock ETFs

 

[Harris4crna]

+9.60%
52% Stocks, 29% Digital, 19% Cash
2025 Goal: Reallocate to 60/20/20

 

[jfn111]

Being a bit conservative. 54% Cash and 46% stock up 1.77% for the year.

 

[audreyh1]

YTD 1/31/25 - 1.98%. I was at 2.25% on 1/30/25. AA ~54/46.

 

[braumeister]

+ 0.94% on what is now 48/52 AA.

 

[Pointby2]

With only 52% in equities we are up 1.13% for the first month.

 

[5Miler]

Jan +2.64% for the month on 80/20 AA.

 

[Target2026]

YTD: 2.82% AA 87/13

 

[Kabowest]

75/25, up 2.89% closing out Jan.

 

[homestead]

YTD 2.42% with 60/40

 

[RetiredHappy]

YTD 3.1% with 100% equities with 10% in International equities, also called dead weight.

 

[SloHan]

In early January I did my spending withdrawal and rebalanced. Last year I rocked a 90/10 AA. For 2025 the AA is now 85/15 and +3.17 % ytd.

 

[sengsational]

+1.5% YTD on a 1/3 fixed portfolio.

 

[SnowballCamper]

2.94% YTD on 31 January. TSP with C, G, S, and I funds. I doubt this will continue through the year...

 

[Harris4crna]

+9.60%
52% Stocks, 29% Digital, 19% Cash
2025 Goal: Reallocate to 60/20/20

I stand corrected. 9.60% is not correct. Math has never been my strong suit. Here is the correct info:

+2.47% as of today

 

[dobig]

3.93% across all accounts. The bulk in more consevative dividend etfs but have been playing around selling some high and rebuying at lower market points. Also took advantage of NVDA on the dip for a short term buy. Have to stop messing around as this game always burns me sooner or later and we're getting ready to retire in Sept.

 

[Koolau]

I stand corrected. 9.60% is not correct. Math has never been my strong suit. Here is the correct info:

+2.47% as of today

Heh, heh, we'll let it go this time.

2.47% is still pretty good!!

 

[Harris4crna]

-3.93 YTD

 

[target2019]

I have a jar of BND salve nearby.

 

[joesxm3]

Well I have to say this has been a brutal week. Down 5.41% since balancing last Friday.

YTD 2025 (4.32%)
2024 +36.78%
2023 +38.96%
1/1/2022 TD +30.18%

I suppose being heavily overweight PLTR and TSLA might have had something to do with the recent performance

 

[copyright1997reloaded]

Link to December 2024: 2024 Investment Performance Thread

January: +0.9%. This is skewed due to taxes paid (property and some 4Q estimated as well as expenses for house projects. Without those factors, I would estimate +1.3%. All of the following are also underestimating due to those factors:
YoY: +12.0%
Since 12/31/23: +11.7%
Since 12/31/22: +24.0%
Since 12/31/21: +9.3%
Since 12/31/20: +22.2%
Since 12/31/19: +39.0%

Interestingly enough, hit a new all time high...today at market open but ended up down for the day. So weekly all time high remains week ending 12/14/2024.

YTD: +1.1%
February: +0.5%. Hit a new all time high less than two weeks ago, but ended up off that new high by 0.8% today.
January: +0.9%
YoY: +11.7%
Since 12/31/23: +12.2%
Since 12/31/22: +24.6%
Since 12/31/21: +9.1%
Since 12/31/20: +22.8%
Since 12/31/19: +39.6%

 

[street]

1.25%YTD. A rough week at the office.

 

[homestead]

2.4% YTD 60/40

 

[srblanco7]

+2.46% YTD. 70/30 AA.

 

[SloHan]

For February down about 2.1%
+1.07% YTD AA 85/15