Portfolio Performance

[TXHawg]

I had a pretty good year in 2024. Bested the S&P by 5%.

[Backroad Mike]

This is our 2025 YTD return. While there have been ups and downs, it's doing very well. The Roth account is much smaller but has similar results.

I do regular research and monitoring almost every day. I made a lot of impulse decisions the first year, which I have learned to mitigate. I've made a few mistakes and missed out on some huge gains (MNPR, SYM, RBLX), but I have some current winners too (JOBY, ASTS, PLTR, QTBS, RGTI). I've had some turds also, but thankfully they got dumped before significant decrease.

[TXHawg]

Very nice returns, Mike!

I'm doing OK, but like you I spend a lot of time researching and monitoring. About the same as last year so far. I'm getting killed this week, though.

Screenshot 2025-11-06 120302-400.png (43.75 KiB) Viewed 1539 times

[Backroad Mike]

I haven't logged in for a while. While the DOW is up, my holdings have been having big swings up and down, with more down lately. Since Jan 1, 2026 we are down 6% YTD. Been doing some allocation changes. I got rid of funds that were income based on option trading as they were becoming dividend traps. While dividends were decent, there was just too much share price erosion. Put some in Fedex and TSM to test the waters and paired down some others where I was overweight. Loaded up on a few companies in the oil and gas transportation arena (pipeline companies), and a couple of REITS. So far, they are looking more stable. I still have some speculative ones but have thinned them down some too.

[TXHawg]

Yeah, I’ve been taking a beating as of late too. I have a pretty large holding in some option based funds, but have moved almost completely away from Yieldmax, and moved to the Roundhill index options like QDTE, XDTE, and RDTE. I’m reinvesting the dividends, hoping the compounding pays off. I’m still pretty heavily invested in tech and AI, which is really hurting me these past 2 weeks, but I feel they will come back. PLTR has become a real drag.

TSLA has wild swings, but looking at it over the long haul. I used to buy it any time it dipped below 200, but now if it dips below 400 I buy what I can afford. I also own a Cybertruck. Elon says he’s looking at ways to allow Tesla shareholders to participate in the SpaceX IPO later this year. Keeping my fingers crossed.

Still have a majority in the major index funds SPY, DIA, QQQ, ONEQ.

I’m down about 2.5% YTD.