What's your 2023 YTD? - Page 2

Waiting on a Natty

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6:39p, 1/2/24

AG

My Raymond James account is up 14,16% and that gets me back to even. Beats a poke in the eye.

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JSKolache

Joined: Jul 19, 2013

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10:46p, 1/2/24

AG

23 ended out nicely. But for context, what's your 1/1/22 to date.

The Lurker

Joined: Nov 15, 2010

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9:27a, 1/5/24

AG

Narrow market this year. Cap-weighted S&P 500 up 26.13% vs the S&P equal weight 13.7% with almost all performance coming in last two months of the year.

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DRE06

Joined: Oct 19, 2006

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6:16p, 1/5/24

AG

Brokerage: 52% (buoyed by NVDA, AMZN, AMAT, MDB, & TTD….dragged down by WM & PEP)
IRA: 53% (buoyed by VUG, NVDA, and ILGC…dragged down by LMT)
Wife's IRA: 18% (dragged down by HD's 8% and TMO's -4% returns)
401k: 26% (all in VINIX - Vanguard Institutional Index)

Weighted return of about 42%

Great year.

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JustPanda

Joined: Oct 7, 2016

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6:25p, 1/5/24

AG

This thread….

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YouBet

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In reply to JustPanda • 12:07p, 1/7/24

AG

JustPanda said:
This thread….

Not long enough for me.

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Diggity

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In reply to JustPanda • 1:19p, 1/7/24

AG

JustPanda said:
This board….

FIFY

Done7

Joined: Jan 20, 2021

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8:48a, 1/20/24

In full context… I am down 27% in 2024. But this is swings of owning aggressive stocks. Hoping the next 346 days are better.