YTD 2026 Networth tracking thread

[homer123]

YTD liquid networth up almost 10% as investment portfolio reach another new high

 

[highsulphur]

YTD liquid networth up almost 10% as investment portfolio reach another new high

Market down and your portfolio can still reach new high!

 

[homer123]

Market down and your portfolio can still reach new high!

I don't have tech stocks ...My largest position went up almost 20% and second largest position hit ATH..

 

[yslvlys]

I don't have tech stocks ...My largest position went up almost 20% and second largest position hit ATH..

Wow zero tech stocks. How did u resist the urge and not buy them? What are your 2 largest counters?

 

[highsulphur]

Wow zero tech stocks. How did u resist the urge and not buy them? What are your 2 largest counters?

More importantly he doesn't own any global equity ETFs or index which will sure include some tech stocks

 

[limster]

Market down and your portfolio can still reach new high!

I am not surprised if we are talking about month on month. My portfolio return at end Jul 2024 is higher than at start Jul 2024 , even though it is lower than the 'peak' in mid July.

 

[homer123]

Wow zero tech stocks. How did u resist the urge and not buy them? What are your 2 largest counters?

I am old man with dividend stock.. As long as I get about 6-7% dividend, that is enough.. Tech is too volatile for me.. I have about 1-2% tech stocks from China.. like BABA and HST .. they crashed badly, I am still losing >40% on both counters. On the hindsight, i should have bought QQQ instead..

 

[homer123]

More importantly he doesn't own any global equity ETFs or index which will sure include some tech stocks

I have a few global equity etf, they are all dividend ETF as well..

 

[highsulphur]

I have a few global equity etf, they are all dividend ETF as well..

Then you have tech stocks exposure

 

[homer123]

Then you have tech stocks exposure

I checked the holding definitely no tech stocks ( I mean anything in QQQ)

 

[yslvlys]

I wonder what are homer's counters

 

[homer123]

I wonder what are homer's counters

I have a few sinful stocks like tobacco ..they all run up nicely.. The recovery of reit in July also help. I have huge holding of bonds, they went up with the pending Fed rate cut..

 

[focus1974]

Adam Khoo disclosed his account in the current Piranha Profits promotion seminar:
Total about SG$15M
a) US$4M corporate account (AKLTG)
b) US$4M personal (Jan 2019 - Jun 2024: +181%)
c) SG$4M Singapore dividend-income stocks

Putting this down here for the purpose as benchmark to match or beat. (Buy-n-hold diversified portfolio of top 1% quality businesses)

Hmmm... notice his max drawdown during the 2022 crash is almost all the profits from the Covid bubble.

But NAV is also consist of money you pumped in.
not return.

 

[apple459721]

2024 Nav grew so much but cumulative returns like same as 2021 peak ..

But NAV is also consist of money you pumped in.
not return.

Ya that’s what i thought also

 

[Jirachi]

I checked the holding definitely no tech stocks ( I mean anything in QQQ)

You are likely exposed to the European big companies like Novo Nordisk, Nestle, LVMH those. I think.

 

[stanlawj]

But NAV is also consist of money you pumped in.
not return.

Cumulative return should be TWR, not MWR (default setting in IBKR).

So whether money is pumped in or not, can be double-edged sword:

• TWR < benchmark if bad decisions are made,
• TWR > benchmark if good decisions are made.

Since Adam Khoo's cumulative TWR (dark blue line 180%) > benchmark (SPX, green line 120%), that's basically good performance.

Ya that’s what i thought also

The return has to be judged in a context as mentioned above, cannot be judged in isolation.

After long and deep thought, I realise the below:

Regarding the peak value in 2021, he mainly add or rotates between holdings and don't go 100% cash at all, then it means he will NEVER realise the full value of the portfolio as cash in 2021.

So for this strategy of staying forever invested in markets, where supposedly it incurs less opportunity cost than buying and selling frequently (trading), the start and end point for evaluation has to be very long, i.e. decades. Example would be: start work and invest at 25 years old, retire at 55 years old (total: 30 years).

Then peak portfolio values in between actually don't really matter. Hence, it is fruitless for me to point out that the drawdown in 2022 is as large as the profits gained from Covid bubble since it will never become cash.
@d5dude, any comments about this as you are also doing something like this, staying fully invested while rotating between different assets?

 

[wira]

I have a few sinful stocks like tobacco ..they all run up nicely.. The recovery of reit in July also help. I have huge holding of bonds, they went up with the pending Fed rate cut..

any advice whats best way to invest in bonds now ?

 

[homer123]

any advice whats best way to invest in bonds now ?

Try term bond etf .. very safe as the etf has more than 500 to 1000 holdings

https://investmentmoats.com/money/dividend-experience-ucits-ishares-ibond-maturing-in-2028/

 

[wira]

Try term bond etf .. very safe as the etf has more than 500 to 1000 holdings

https://investmentmoats.com/money/dividend-experience-ucits-ishares-ibond-maturing-in-2028/

thanks
I didnt realised we can invest in bond funds with fixed maturity dates as usually bond funds are ongoing

 

[homer123]

thanks
I didnt realised we can invest in bond funds with fixed maturity dates as usually bond funds are ongoing

They are very common in US... ishares just introduce similar term bond etf in LSE so that non-US resident can avoid wht.