How's your managed account doing - Page 2

jamey

Joined: Jul 28, 2006

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In reply to GoAgs92 • 3:19p, 5/9/26

AG

GoAgs92 said:
It would be more interesting to see how the managed do in a down market.

Agreed. I have not been in one yet but thats something I'm watching for

It should do better than just the S&P, which is really the alternative

YouBet

Joined: Jan 9, 2001

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9:21p, 5/9/26

AG

Literally the first answer does not adhere to the OP's thread question nor thread title.

That's how you TexAgs.

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62strat

Joined: Nov 5, 2009

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In reply to GoAgs92 • 10:02p, 5/9/26

AG

GoAgs92 said:
It would be more interesting to see how the managed do in a down market.

We could compare 2022.
I was ~30% loss for that year.

But was 30%-40%+ gains for the 2 years before and the 3 years after 2022

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bigfooticus

Joined: Jan 22, 2008

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9:30a, 5/10/26

AG

Managed… by self

Brokerage
YTD 12%
1Y 46%

Roth IRA
YTD 9%
1Y 33%

401K
YTD 7%
1Y 37%

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HECUBUS

Joined: Aug 21, 2003

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3:36p, 5/10/26

AG

Pre-tax - managed 0.5%
21.9
6.86
Post-tax - managed 0.5%
29.26
9.45