2025 Investment Performance Thread

[5Miler]

May MTD +6.06%
May YTD +3.09%

 

[Dtail]

1.75% up YTD on 51/38/11 AA.

 

[Mr. Tightwad]

Up 3.9% YTD

 

[ER Samuel Axe]

Up 3.22% YTD

 

[sengsational]

+3.5% YTD, all-in, on 2/3 equities.

 

[target2019]

Total Portfolio Balance

+2.34% Jan-25
-0.49% Feb-25
-3.59% Mar-25
-0.84% Apr-25
+3.81% May-25

+1.23% 2025 YTD : 65% equity

 

[street]

Sure got rid of all my Global/International stock in January. That is my punishment for doing something. It was the first time in 40 plus years I moved stocks around etc..

 

[imjustawarrior]

Sure got rid of all my Global/International stock in January. That is my punishment for doing something. It was the first time in 40 plus years I moved stocks around etc..

About 20% of my portfolio is international (VXUS). I had seriously been considering slowly getting rid of it. It has been a dog for a long time. This year it finally showed up. I guess that is why I kept it. A diversified portfolio means you always have winners and losers.

 

[street]

About 20% of my portfolio is international (VXUS). I had seriously been considering slowly getting rid of it. It has been a dog for a long time. This year it finally showed up. I guess that is why I kept it. A diversified portfolio means you always have winners and losers.

So True. If I try to out guess anything in life, my life experience is I nevah come out on the better side.

 

[target2019]

Sure got rid of all my Global/International stock in January. That is my punishment for doing something. It was the first time in 40 plus years I moved stocks around etc..

From memory, I reduced Int'l from 20% to 10%. It wasn't an all-at-once decision, though. I was consolidating accounts and just didn't have the conviction to put the money back into int'l. That 10% went towards growth (SCHG) which was a new asset class for me.

The current push for int'l could be temporary. I dunno, but I'll not let things disappoint or thrill me too much.

 

[Surewhitey]

4/1/25...NW YTD is +5.6%. Subtract income, closer to +1.5%. Good income qtr, for sure.

A couple of single stocks helped with the returns. T&EXC...

6/1/25...NW YTD is +7.16% including income. CEG made a nice comeback for us. Decent interest income from CD's and Treasuries.

 

[FREE866]

Sure got rid of all my Global/International stock in January. That is my punishment for doing something. It was the first time in 40 plus years I moved stocks around etc..

Ha....years ago I had I think like 20% international then it whittled down to like 10% a few years ago. I got so sick of looking at it and it dragging the portfolio down ( ESP emerging markets) that last year I liquidated it all. Bad move, but whatever.

 

[YellowSubmarine]

YTD = 2.04%, Bonds 50%, Equities 36%
I am one good day away from my all time high of December 4, 2024

 

[braumeister]

Up about 1.5% YTD on almost 60/40.

 

[Andre1969]

I just checked my numbers, and despite what I thought the other day, everything had actually been updated. So, here's the latest:

1/31/2025: +2.75% YTD.
2/28/2025: +0.89% YTD.
3/31/2025: -3.96% YTD.
4/30/2025: -4.12% YTD.
5/31/25: +0.03% YTD.

May was mostly an upward month. I finally broke into positive YTD territory, barely, on May 15 and peaked on 5/19, up about 0.80%. I was back to -1.49% on 5/23, so to at least be able to finish (barely) in the black, was a nice surprise.

 

[TickTock]

"Diversification works whether you want it to or not". [Don't remember the source.]

 

[Koolau]

"Diversification works whether you want it to or not". [Don't remember the source.]

Yeah, I always come back to the Callan Periodic Table which shows how what's "hot" one year may be cold the next. So my takeaway is to stay diversified.

https://www.bogleheads.org/w/images/d/dc/Callan_Periodic_Table_of_Investment_Returns.png

 

[copyright1997reloaded]

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.

ETA:
41% Equities (not counting precious metals miners)
48% Fixed (includes preferred)
11% Precious Metals + PM Miners

 

[joesxm3]

Up 3.31% YTD 2025.

 

[equakesfan]

Change in Net worth
Jan +0.67%
Feb +1.90%
Mar +2.34%
Apr -1.68%
May +2.02%
YTD +5.29%

AA: 50% real estate, 39% equities, 9% fixed income, 1% Cash

 

[Markola]

+.07 net worth year to date. Nice to be in positive territory again.

 

[Koolau]

My PMs are up almost 20% for the year. Can't believe it. They more than make up for my RMD (already taken). Heh, heh, not counting on PMs recent run up to last, but right now they're a nice balance to some other things not doing so well.

 

[GBcycling]

YTD + 3.08% May + 4.06%

Fidelity reports we have 63/28/9 allocation. Nine percent cash and 22% international allocation. The 9% cash developed towards the end of may. Plan to use cash later this summer

 

[street]

My PMs are up almost 20% for the year. Can't believe it. They more than make up for my RMD (already taken). Heh, heh, not counting on PMs recent run up to last, but right now they're a nice balance to some other things not doing so well.

That is awesome!!! Good for You!!

 

[Koolau]

That is awesome!!! Good for You!!

Heh, heh, not expecting that to hold, but I'll enjoy it while I "have it."