2026 Investment Performance Thread

[copyright1997reloaded]

Here we go again!

January 31, 2026 will be here before we know it. For reference, here is the 2025 thread:
2025 Investment Performance Thread

 

[audreyh1]

It’s 0% today, ha ha.

 

[Fermion]

It’s 0% today, ha ha.

Rebalance time!

 

[Koolau]

Another day we can safely ignore our financial stash.

 

[wingfooted]

One week does not make a year.

But starting out in the right direction!

 

[audreyh1]

Well that was quite a first full trading week for the year. We’re up 1.47% YTD already!

 

[NW-Bound]

After just 6 trading days of 2026, I am up 4.12%. Would have been higher if I did not "lose" so many endearing good stocks through covered call Jan 9 option assignment. No point to sit down to compute what could have been.

These are mostly semiconductor equipments, such as KLAC (15.2% YTD), LRCX (27.6% YTD), AMAT (17.2% YTD), and memory chip maker MU (20.9% YTD). And I also "lost" oil stocks such as SLB (17.8% YTD), HAL (15.5%), etc... I did not have SNDK (59%) to lose though. Crazy market!

Stock AA now down to 60%, and I have lots of cash to redeploy somewhere, somehow. Perhaps the market or at least the above hot stocks will drop so that I can buy them back. Such is the travail of one who sells covered call options.

 

[Andre1969]

I know the month's technically not over, but it looks like all of my numbers are in. So, here we go...

1/30/2026: +1.32% YTD.

I maxed out on 1/27, when I was up 2.2%. But, even though I've pulled back a bit, it's still nice to log the first month in positive territory!

 

[street]

All in for one month I have a +1.50% YTD.

 

[copyright1997reloaded]

Last years results:
2025 Investment Performance Thread
January 2026:
What an up and then down month this has been. I was riding high on the PM mania, up 5% MTD (and thus YTD) as of a few days ago. Friday was brutal with a down 3%+ day and down 1.4% for the week (after being UP 2.0% for the week on Wednesday).
Ended up 1.6% for the month.
YTD: +1.6%
January +1.6%
YoY: +16.1%
Since 12/31/23: +29.8%
Since 12/31/22: +44.0%
Since 12/31/21: +27.0%
Since 12/31/20: +41.9%
Since 12/31/19: +61.4%
Last 5 years: +40.6% (1/16/21, closest I have records for)

 

[DogDad]

Looking at it this morning, up 1.98% after taking out our monthly living expenses.

 

[homestead]

1.93% YTD on 60/40

 

[joesxm3]

I was wondering when people would start reporting after yesterday's dump.

I am up about 2.6% as of EOB yesterday.

 

[NW-Bound]

Jan 2026: 6.12% YTD. Stock AA is now 62%.

On 1/10, I was already up 4%. But as stated in an earlier post, I was already "losing" a lot of hot stocks due to covered calls getting assigned. It turned out to be OK, as two of my former positions in the semiconductor equipment sector, namely ASML and KLAC, got a heavy drubbing after reporting what was a good quarter, and even beating the estimates. But that was past, and the market always looks ahead, and the outlook was not as good as investors expected. Kind of like Microsoft two days ago.

 

[Mr. Tightwad]

Up .2% YTD

All stocks

 

[pb4uski]

Since I doubt that it will change much from today to tomorrow, I'll post January now.

0.86% YTD so a good month and would be 10.82% annualized.

AA is a conservative "capital preservation" portfolio of 90% fixed income, 4% US stocks, 4% alternatives, and 2% cash.

Fixed income is 37% investment-grade preferred stocks, 24% investment grade bonds, 18% TIPS, 7% other US government bonds, 4% CDs and 10% other fixed income categories.

 

[braumeister]

I've increased my equity percentage, so it's now around 55/45 and up 1.92%. It has been an interesting month.

 

[TALF]

I am up 5.23% in Jan-2026

 

[TALF]

Total returns​

See all
Accounts not included 11 of 17

​

Dec-31-2025 to Jan-30-2026
View your investment growth




Time-weighted rate of return (pre-tax)
Your return
+4.68%
S&P 500® Index
+1.45%
Dow Jones U.S. Total Stock Market Index
+1.56%
MSCI ACWI ex USA (Net MA Tax)
+5.98%
Bloomberg U.S. Aggregate Bond Index
+0.11%
Bloomberg Municipal Bond Index
+0.94%

 

[audreyh1]

YTD 1.34% ~55/45

 

[TALF]

that is a good return, congrats

 

[stoic1]

Up 3.79% in January. Less than 5% allocated to cash, no traditional bond positions other than a small 0.5% position in private credit.

 

[Sorcerer]

Up around 2%. No complaints here.

 

[YellowSubmarine]

Jan ...+1.34%
Annualized 16%

 

[Ronstar]

1.57%

Not bad considering that DW's company Exelon / Constellation stock was down 13.65%