2025 Investment Performance Thread

[Koolau]

Somebody let us know when it's time to buy, please.

 

[jfn111]

I peeked this morning. Down -0.9% for the year.

 

[VanWinkle]

Somebody let us know when it's time to buy, please.

It's always time to buy, just some times are better than others.

 

[VanWinkle]

Down .71% as of this morning. 50/50

 

[wmc1000]

Decided I'd buy yesterday.

 

[VanWinkle]

Decided I'd buy yesterday.

I hope I'm wrong, but you may have been too early.

 

[wmc1000]

I hope I'm wrong, but you may have been too early.

That's Ok, I play the long game anyway.

 

[copyright1997reloaded]

I hope I'm wrong, but you may have been too early.

As I repeat to myself: It's not a binary decision. One can buy a bit now, buy a bit later, and later, and later. Same for selling. This is especially true now with essentially $0 fee trading. (One does need to be aware of bid/ask spreads.)

I sometimes buy just to have a tracker in my account (yes, I know I could do watch lists, but somehow having it as a real holding helps me to pay attention to it.)

 

[Al18]

7 of my stocks increased in value on 3/10/25 and are near 1 year highs:
BMY
CVX
ED
EXC
JNJ
KVUE
VZ

 

[disneysteve]

We are down 1.6% YTD.

It's actually worse than that because we had been up about 6% before the trouble got going. So we lost that 6% gain plus another 1.6% off of the 12/31/24 number.

 

[SnowballCamper]

-1.7% YTD this morning. Waiting for more chaos before I rebalance.

 

[VanWinkle]

As I repeat to myself: It's not a binary decision. One can buy a bit now, buy a bit later, and later, and later. Same for selling. This is especially true now with essentially $0 fee trading. (One does need to be aware of bid/ask spreads.)

I sometimes buy just to have a tracker in my account (yes, I know I could do watch lists, but somehow having it as a real holding helps me to pay attention to it.)

I like your idea of a tracker, and I am aware one can buy all the way down. My reply was more tongue in cheek.

 

[disneysteve]

Waiting for more chaos

I’m sure you won’t be disappointed. That’s one thing we have an abundance of right now.

 

[target2019]

7 of my stocks increased in value on 3/10/25 and are near 1 year highs:
BMY
CVX
ED
EXC
JNJ
KVUE
VZ

I was looking at the S&P500 heat map yesterday, and saw similar. S&P 500 Map

 

[target2019]

-1.7% YTD this morning. Waiting for more chaos before I rebalance.

Yes, Embrace the Chaos.

 

[sengsational]

I normally don't look until month end, but you guys 'made me look' It looks like I'm down 0.2%, so pretty much flat since the first of the year. Small and medium US were the hardest hit. Not rebalancing...the amounts would be too small.

 

[disneysteve]

I normally don't look until month end, but you guys 'made me look' It looks like I'm down 0.2%, so pretty much flat since the first of the year. Small and medium US were the hardest hit. Not rebalancing...the amounts would be too small.

I’m curious what your allocation is. Very low in equities I’m guessing. We are (or were) 60/40 and we’re off 1.6%.

 

[hiker88]

Up 2.1% YTD. Significant allocation to international stock(VXUS) is finally working in my favor.

 

[sengsational]

I’m curious what your allocation is. Very low in equities I’m guessing. We are (or were) 60/40 and we’re off 1.6%.

2/3 equities, but much of it is spread out beyond large cap US.

 

[copyright1997reloaded]

I normally don't look until month end, but you guys 'made me look' It looks like I'm down 0.2%, so pretty much flat since the first of the year. Small and medium US were the hardest hit. Not rebalancing...the amounts would be too small.

Maybe we should make a "2025 investment performance thread by day".

 

[Chuckanut]

Wake me when the market is down 20%. Make certain I am up and alert when it is down 30%.

 

[audreyh1]

It would have to drop quite a bit more for me to be buying as S&P500 is only down <9% from peak. Have it come down >20% from peak and things get way more interesting.

Co-posted with Chuckanut ^^. Great minds…. Ha ha

 

[HFWR]

Still up YTD, by a fraction…

 

[jimbee]

I never thought the leopards would eat MY face.

 

[Koolau]

Wake me when the market is down 20%. Make certain I am up and alert when it is down 30%.

I think we'll all know by the blood in the street.