Is your portfolio at a high?

[street]

Wow! Another ATH yesterday by a big jump. I'm not one to check my numbers but on the first or last day of each month. But my curiosity has me looking with the events happening.

Interesting!!!

 

[GenXguy]

Hit another ATH yesterday - two days in a row.

Edit: Another ATH today.

 

[street]

Three days in a row. Wow

 

[Koolau]

Who would have guessed it?

 

[CalBird]

The March/April hiccup is Exactly like last year. You wouldn’t expect the repetition.

 

[Andre1969]

On 4/15, I got to within maybe $1,000 of my previous ATH. Yesterday pushed me to a new ATH, beating the old one on 1/27, by about $2,000. Just barely over, but still counts!

 

[street]

Who would have guessed it?

Yeah!!! Just crazy I don't beliieve I have looked at my numbers so much as late. More just to see the uncharacteristic of the markets.
I do believe that with so much awareness through the years about not to panic don't sell in bad times has made it better for these times. 401K people who keep buying and are still working keep the markets more steady with buy and sell attitude. IMO

 

[wmc1000]

Still off ATH by about $5k, but did pay our annual property tax for 2026 in late March and spent another $1500 on some hobby expenses so no complaints and it looks like we may gain on it a bit more today.

 

[EastWest Gal]

We're off of our ATH by 0.2%, less than the price of the car we bought last month.

 

[flyingaway]

Watching the indexes go up feels like something crazy. I don't know what is REALLY going on. I did not do anything during the entire down and up process. Maybe I shoud check my portfolio tonight, looks like another big jump today. Time to spend some money. I did pay estimated taxes this week, and lost some money in casino visits, but all of these were expected and planned.
I could have made some money by selling and buying stocks at the right time, but I am not that smart. So I am OK with where I am, watching the market go up, figuring out when to buy tickets for my next few trips.

 

[Fermion]

lost some money in casino visits

You have this crazy market and a casino still holds attraction? Just buy a shoe company turned AI and see your profits go up 600% in one day then down 30% the next day.

The only thing you are missing is free drinks and short skirts.

 

[Handymike]

My ROTH is at all time high

 

[street]

It's better (stock market) then owning cows right now! Lol

 

[TheWizard]

It's better (stock market) then owning cows right now! Lol

Perhaps, but you can EAT a cow...

 

[YellowSubmarine]

In spite of all the tax and various expenses, I hit my first ATH since 2/26/26...assuming the market holds up...esp. bonds.

 

[marko]

Monday, no.
Tuesday, no.
Wednesday, yes
Thursday, yes.
Today, very much yes.

 

[Contrarian]

Of course yes. I think most anyone with a normal type portfolio, inclusive of equity and fixed, must be making new highs by now.

 

[marko]

Of course yes. I think most anyone with a normal type portfolio, inclusive of equity and fixed, must be making new highs. (If not maybe, just maybe, time to reexamine portfolio. Just a thought).

I'd venture that most here have portfolios that come pretty close to mirroring the indexes, either deliberately or accidentally.

 

[surprising]

Of course yes. I think most anyone with a normal type portfolio, inclusive of equity and fixed, must be making new highs by now.

I also suspect there may be more than a few that sold off in panic near the lows and haven't gotten back in yet..

 

[Surewhitey]

Sold 1k shrs of NVO. Held 6 weeks & made $3600 + $1200 divy. ~13% in my IRA so no taxes for now.

 

[rjsos5]

I also suspect there may be more than a few that sold off in panic near the lows and haven't gotten back in yet..

Bulls make money, bears make money, panicans get slaughtered. (And some other approaches often not beneficial for total risk adjusted portfolio returns.) But agree with above, most normal type portfolios (does not have to be all indexes-some funds tend to do a bit better too) should be at new highs, which is their overall trend.

 

[RetiredHappy]

I just looked at my spouse's IRA, he is now up to 27% in fixed income type investments, primarily with MYGAs and the last 2 additions being EGRAX earlier in the year and HOSIX a couple of days ago. He has gone more conservative while I am still aggressively invested into equities etf. Regardless, we are both at ATH.

 

[kgtest]

reached all-time highs $ wise but folio is still lagging Nasdaq and SP500 due to high exposure to tech.

AI says we are in the top 5 percentile for our age and that we could retire on our planned departure dates with 100% income replacement at a 3% SWR. I'll take it! I think that means we are winning? Even after surviving a brutal layoff cycle being out on the street wet for a while.

 

[TheWizard]

Of course yes. I think most anyone with a normal type portfolio, inclusive of equity and fixed, must be making new highs by now.

Basically, yes.
But in the past few days, I've cut a $1500 QCD check from my tIRA and received a quarterly RMD from my 403(b).

That RMD was around $10,000 gross, with $2500 withheld for taxes. Most of the remainder went into my taxable investment account.

So that's $4000 subtracted from my portfolio.
Still, since I'm 97% in stock funds, I'm pretty sure my overall portfolio value is higher today than a week ago...

 

[Fermion]

Basically, yes.
But in the past few days, I've cut a $1500 QCD check from my tIRA and received a quarterly RMD from my 403(b).

That RMD was around $10,000 gross, with $2500 withheld for taxes. Most of the remainder went into my taxable investment account.

So that's $4000 subtracted from my portfolio.
Still, since I'm 97% in stock funds, I'm pretty sure my overall portfolio value is higher today than a week ago...

Wait. You are at RMD age and are 97% stocks? Are you just going for a trip to the ISS or something before you die?