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Portfolio Performance

Posted: Tue Dec 31, 2024 9:01 am
by TXHawg
I had a pretty good year in 2024. Bested the S&P by 5%.

Re: Portfolio Performance

Posted: Sat Nov 01, 2025 1:41 pm
by 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.
Screenshot_20251101_140704_Fidelity.jpg

Re: Portfolio Performance

Posted: Thu Nov 06, 2025 12:18 pm
by 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
Screenshot 2025-11-06 120302-400.png (43.75 KiB) Viewed 1098 times