Quote:
Originally Posted by lewdog
Anyone brave enough to share their YTD gains in their investing accounts (brokerage, 401k, IRA)? Any traders beat the index?
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I like this time of year because I can summarize things.
I got an 18.6 percent return this year. I try to be diversified, which means that I'm underweighted in FAANG stocks. So I underperformed the market, but I'm fine with that from a risk perspective and still had a really good year. My wife is a little more tech-heavy, and she got a 20.1 percent return.
My ten largest holdings (not including my wife's stuff) are 31.1 percent of my total holdings, and are presented below with their annual total return.
Cash and Money Markets 0.01%
GOOG 67.43%
AMZN 4.64%
MSFT 55.23%
TSLA 44.81%
MPW 18.35%
ATCO 37.05%
TSM 9.26%
FTANX 5.67%
AAPL 37.72%
My biggest holdings did pretty well. Other than the cash, AMZN was my lowest performer and it was still up. FTANX is a really conservative preservation fund, and it more or less kept pace with inflation. So I didn't take a bath on any of my big stuff this year.
My biggest gainers combine for 11.1 percent of my account and were superb. It helps to have GOOG on this list. I keep buying SYNA on every down day and it's been a rock star.
RMCF is one that I knew was going to do great if it didn't go bankrupt. If I'd had any guts, I would've doubled down on it. But as it is, I'm still losing money on it since it tanked so badly in the shutdowns. The past is the past, though, and I'm getting close to breakeven.
SYNA 197.24%
MRNA 127.32%
NVDA 124.32%
RMCF 90.24%
COP 83.52%
INTU 73.47%
ANF 69.99%
GOOG 67.43%
KLAC 66.20%
HCI 63.35%
My biggest losers combine for 2.7 percent of my account, so the good news is that they were really underweighted. Of course, part of that is because they lost a lot of money. I haven't been buying into any of these losses, just holding for the most part.
JWN -25.42%
SQ -26.97%
LVS -35.05%
SLP -36.47%
EDUC -37.03%
CVGW -37.25%
UWMC -47.53%
ZM -48.91%
KD -55.58%
EDIT -62.91%
EDIT is a flyer stock that spikes up and down occasionally. I was up pretty good in EDUC, CVGW, SQ, and ZM for a while and then they tanked. I'm still up a lot in ZM because I bought it at a really good time. SLP is down a lot this year, but I'm still doing great on it because it was fantastic last year.
Do we think any of these are coming back?