2025 Investment Performance Thread

[target2019]

I never thought the leopards would eat MY face.

Leopards will, and do, eat other body parts too.

 

[SnowballCamper]

Will Friday be a buying opportunity? or will the market wait until Monday? (I'm assuming the government "shuts down")

 

[Koolau]

(I'm assuming the government "shuts down")

How will I know?

 

[Chuckanut]

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

Come now, Koolau. I remember a 40% drop in the stock market in the 1970s. And 20% in one day in 1987. Both the market and many investors are still here.

 

[Dash man]

With portfolio performance dropping, I pulled the trigger on another Roth conversion today.

 

[Koolau]

Come now, Koolau. I remember a 40% drop in the stock market in the 1970s. And 20% in one day in 1987. Both the market and many investors are still here.

Flesh wounds bleed too!

 

[joesxm3]

Mid-month update after the carnage.

YTD down (6.33%)

From all-time high mid-January 2025 down (10.27%)

Jan 1, 2024 to date still up 22.81% having given back a lot of my 2024 gains.

 

[audreyh1]

I don’t know where we are (down a couple % perhaps), but glancing at the graphs it looks like the equity indexes have given back ~ 6 months of gains, like back to last August levels in some cases.

 

[Fermion]

It might feel better if you just think of it as being down a small house. Yeah, ok, no that doesn't make it feel better.

 

[Al18]

I used to check NW mid-month, but decided on January 1 it wasn't worth the trouble and had better uses for my time and enjoying my retirement. At 50/50 allocation, all that interest rolls in every month like clockwork.

 

[youbet]

OK, despite telling myself I shouldn't even look, I did. Schwab says I'm down 1.6% YTD on a 65/35 AA.

 

[audreyh1]

I will dutifully report at the end of the month when I update our spreadsheets. Until then I don’t really care.

 

[FREE866]

YTD down 6.21 % on 98% equities.

Seriously,I think people need to chill out. Corrections happen, and happen often. Feature of investing, not a bug ! I think the fear is "what will he do next" and it's just compounding the anxiety.

 

[copyright1997reloaded]

Mid-month update after the carnage.

YTD down (6.33%)

From all-time high mid-January 2025 down (10.27%)

Jan 1, 2024 to date still up 22.81% having given back a lot of my 2024 gains.

OK, you made me look even though I didn't want too!
Week -2.0%
Month to Date -2.5%
YTD -1.4%
Since week of all time high -3.4%
Since Jan 1, 2024 +9.4%

Interestingly enough, my Rollover IRA was up on the week and at a new all time high. That's because it contains mostly bonds and also the gold/silver miners. Not a lot of the SPY giants there. Unfortunately my main regular brokerage account (where I have Apple, my largest single stock holding and MSFT) got HAMMERED over the last couple of weeks. It was down 7% just this week alone. The net effect was the summary shown above.

 

[Closet_Gamer]

I don’t know where we are (down a couple % perhaps), but glancing at the graphs it looks like the equity indexes have given back ~ 6 months of gains, like back to last August levels in some cases.

I think this is a great way to look at it.

Did I feel poor or like I was going to go broke six months ago?

No.

 

[target2019]

I had quality time with my kid this past week, discussing the vagaries of investing, and finding your way.

Someone else here mentioned the duality, and I see that very clearly in many online posts.

 

[audreyh1]

I had quality time with my kid this past week, discussing the vagaries of investing, and finding your way.

Someone else here mentioned the duality, and I see that very clearly in many online posts.

What duality?

 

[Dtail]

YTD down 6.21 % on 98% equities.

Seriously,I think people need to chill out. Corrections happen, and happen often. Feature of investing, not a bug ! I think the fear is "what will he do next" and it's just compounding the anxiety.

It probably was time for a correction, however this one was artificially induced.

 

[dobig]

YTD up 4.26%. Down 2.13% since all time high Feb 20. Playing around with Nvidia on the side. A famous quote from Lost In Space keeps dancing in my head.

 

[Markola]

-5.2% Q1 YTD, inclusive of spending.

Current allocation:
43% Vanguard globally-diversified stock index funds
31% Vanguard globally diversified bond index funds
22% Alternative Investments
4% Cash

I wish everyone a better Q2!

 

[Mr. Tightwad]

Up 7.1% YTD.

All stocks.

 

[HFWR]

Up 0.77%

 

[street]

I doubt I will be in positive territory. About 8 o'clock I will see if my numbers are in.

 

[sengsational]

Essentially flat (-0.1%) since the beginning of the year on 2/3 equities.

 

[RetiredHappy]

-3.3% YTD. 88% stock/equities, 12% MYGAs.