What's your 2023 YTD? - Page 2

Waiting on a Natty

Joined: Sep 1, 2002

Posts: 9,019

User Profile

Private Message

Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

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.

1

JSKolache

Joined: Jul 19, 2013

Posts: 8,338

User Profile Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

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

Posts: 670

User Profile Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

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.

1

DRE06

Joined: Oct 19, 2006

Posts: 14,993

User Profile Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

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.

1 edit

JustPanda

Joined: Oct 7, 2016

Posts: 4,246

User Profile Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

6:25p, 1/5/24

AG

This thread….

2

YouBet

Joined: Jan 9, 2001

Posts: 66,196

User Profile

Private Message

Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

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

AG

JustPanda said:
This thread….

Not long enough for me.

4

Diggity

Joined: Dec 4, 2002

Posts: 34,943

User Profile

Private Message

Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

In reply to JustPanda • 1:19p, 1/7/24

AG

JustPanda said:
This board….

FIFY

Done7

Joined: Jan 20, 2021

Posts: 506

User Profile

Private Message

Ignore User Stop Ignoring

How long do you want to ignore this user?

24 hours One week Permanently Cancel

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.