Is your portfolio at a high?

[CalBird]

Suddenly you realize, “Oh, this year’s market chart is exactly the same as last year, going down then quickly coming back in March/April”. Would it happen again next year?

 

[FD1000]

This thread is all about ATH, why post when you are not. I haven't posted about it for several weeks until today.
I'm finally at ATH. This includes all the expenses and the European tour we just came from.

 

[RobLJ]

You seem a bit cranky. Maybe rest a bit from your well-deserved travels, FD? Have to spend all that, somehow (actually when I add up the foundation works and pre-paying the Coast to Coast fling next month, I could make an argument I might be up 5$ at an ATH, but that wouldn't be cricket).

 

[RobLJ]

I'm trying to get DW up on the lingo in preparation for the hike. We might just drown, however, after watching Premier League games for the last 2 months, which always seem to be in a monsoon.

 

[RetiredHappy]

Off our ATH by $1K, so I will treat it as being on ATH again.

 

[DJRR]

Yes, by $635.

 

[street]

Yes ATH today. Almost hard to believe.

 

[Fermion]

 

[tulak]

Another ATH today, both portfolio and net worth. The latter was trailing due to expenses (taxes, travel, and other life stuff), but with today's gains it's caught up.

The downside: I'm $24.13 from a nice round number. Such is life!

 

[walktalk]

Highs are awesome, just don’t forget your risk tolerance - easy to feel like a genius right before things cool off

 

[marko]

Short by $8k. Should/could hit it easily if today is slightly up.

 

[jfn111]

Hit the ATH by $4000 yesterday.

 

[GBcycling]

Gulp, off ATH by 0.6%. Looking at what is holding us back.

 

[Andre1969]

I managed to hit a new high, return-wise, up about 2.31% YTD as of yesterday's close. But, because of withdrawals, I still have a bit to go before I hit a new ATH, dollar-wise, where it counts.

FWIW, I was up about 2.20% return-wise on my current ATH, of January 27. So I guess that's a sign that the stock market, or at least what I have invested in it, at least has recovered. For now.

 

[rjsos5]

Yes me too. Portfolio at all time high. Don't like to check it often but with all the geopolitical angst did so.

No separate breakdown based on amount of bond or dividend payments or cap gains, or distributions inclusive of roc, etc. labeling as income (which I think sometimes is overall inversely related to my total performance). Simple OP question on this thread, is whether portfolio at all time high. It is.

 

[jollystomper]

Great googly moogly, we are at an ATH. I guess investing the cash piling up our Roth IRAs in early April worked, for now . Of course, we set no expectations for the near future.

 

[surprising]

Also at ATH for a few days now. I am still sitting on a lot of cash and would be well below ATH if not for a single stock I own that has exploded YTD and is now my largest individual holding. I feel like there is some cosmic normalization where no matter what you invest in, your portfolio will basically mirror index funds. Look at the number of ATHs happening here right around the same time where S&P is back to ATH.

 

[Time2]

My funds prices are back to the old high, dividends would put me at a new high, except, I gifted $17k and spent $37k on a truck. So, I'm starting from a slightly lower level, we will get there!

 

[timbervest]

Yes

 

[FD1000]

Also at ATH for a few days now. I am still sitting on a lot of cash and would be well below ATH if not for a single stock I own that has exploded YTD and is now my largest individual holding. I feel like there is some cosmic normalization where no matter what you invest in, your portfolio will basically mirror index funds. Look at the number of ATHs happening here right around the same time where S&P is back to ATH.

Of course ATH relates to markets. What % of portfolios will be at ATH when stocks and bonds are down?

But a deeper look reveals a different story—especially for many retirees.
The key question isn’t just returns, but which investments offer the best risk-adjusted returns aligned with your goals.

For example, I exited all positions on March 2 and reentered the market on March 31.

 

[SageForesight]

Yes ATH. Plowing into SPY on 3/13 and 3/27 just rang the bell at +7% today on this trade and contributed to my ATH. Put SL order in at breakeven on SPY -- just playing with the house's money for a while. Unfortunately I have other uses for these funds other than making more money.

 

[dobig]

ATH not adjusted for contributions.


With contributions up 8.93% YTD. Without up 5.1% YTD.

 

[Koolau]

ATH in everything EXCEPT PMs. They've been a "drag" on my port since (what I consider) an over-exuberant run up in January. Heh, heh, I guess I have to take the bitter with the sweet. Still, vs a year ago, PMs are doing quite well.

 

[Sue J]

Yes, today is another All Time High. The portfolio is up 3.8% since Jan.1, 2026. I tend to look and update my spreadsheet a couple times a week, especially if the markets are UP!

Before DH retired in 2010 I had only invested in CDs. So I've only been investing in mutual funds for 16 years. I'm still learning. I've learned that I'm comfortable with a large portion in S&P 500 or Total Stock Market. I've learned that the big drops do come back up, eventually.

Watching the investments go up and down has given me a new perspective on expenses and spending. Spending a couple thousand on something feels different when the investments grew by double that amount in less than a week.

A fun/educational thing for me to watch is my Inherited IRA from 2016, so it's a stretch one. Despite taking RMDs every year (except 2020) it has grown by over 60%.

 

[copyright1997reloaded]

ATH in everything EXCEPT PMs. They've been a "drag" on my port since (what I consider) an over-exuberant run up in January. Heh, heh, I guess I have to take the bitter with the sweet. Still, vs a year ago, PMs are doing quite well.

I think I am in a similar situation. I am still 1.5% below my ATH, but slightly outperforming SPY YTD (SPY up 2.6% YTD). This is primarily because of PM's huge run up in January.