YTD 2025 Networth tracking thread

[limster]

finally back to topic. is blue line the index?

yes. hopeful that 2024 will be a good year for investors!

 

[stanlawj]

Another week, another record close. Just keeping up the regular DCA and waiting for the next correction....

This may hurt your pride, but you should benchmark yourself against BRK.A (Berkshire Hathaway class-A shares). So why not Just buy Warren Buffett's shares, since he is the greatest enduring value investor?

Life changing returns....What's yours? Nvidia?

Uranium stocks for me.

 

[limster]

This may hurt your pride, but you should benchmark yourself against BRK.A (Berkshire Hathaway class-A shares). So why not Just buy Warren Buffett's shares, since he is the greatest enduring value investor?

Did you just invent this idea yourself? Investopedia (and the books that I have read) say that indices are normally used as benchmarks: https://www.investopedia.com/articl...d-benchmark-measure-portfolio-performance.asp

IBKR allows you to benchmark your portfolio return against common indexes only, you can't add BRK to the IBKR graph anyway

As I am a buy and hold investor and my holding period is forever, stocks that are subject to estate duties are not for me.

I have already reached financial independence so my main objective is actually not to lose too much money, rather than maximise return. So index returns are becoming more and more attractive. Hence if you follow my posts I have been primarily buying VWRD and VUSD nowadays, and maybe occasionally some S-REITs....

 

[wutawa]

This may hurt your pride, but you should benchmark yourself against BRK.A (Berkshire Hathaway class-A shares). So why not Just buy Warren Buffett's shares, since he is the greatest enduring value investor?

Uranium stocks for me.

it is very bad to buy someone's shares just because u think he is greatest.

 

[stanlawj]

Did you just invent this idea yourself? Investopedia (and the books that I have read) say that indices are normally used as benchmarks: https://www.investopedia.com/articl...d-benchmark-measure-portfolio-performance.asp

IBKR allows you to benchmark your portfolio return against common indexes only, you can't add BRK to the IBKR graph anyway

As I am a buy and hold investor and my holding period is forever, stocks that are subject to estate duties are not for me.

I have already reached financial independence so my main objective is actually not to lose too much money, rather than maximise return. So index returns are becoming more and more attractive. Hence if you follow my posts I have been primarily buying VWRD and VUSD nowadays, and maybe occasionally some S-REITs....

You can choose any public-listed stock as benchmark only in Portfolio Analyst. The option is not available at IBKR home page.
Ytd:
BRK.A +15.99%
SPXTR +11.80%

You're just about 3% below BRK.A but nearly 2% better than SP500 .

 

[stanlawj]

it is very bad to buy someone's shares just because u think he is greatest.

There was a period of time, I thought Cathie Wood was the world's greatest investor.

 

[hwmook]

There was a period of time, I thought Cathie Wood was the world's greatest investor.

I confirm Cathie Wood is world famous gambler. That's what she do anyway, after I read her sayings that Tesla will go up to USD3000, I know she is nothing more than a gambler.

 

[d9_lives]

Ytd:
BRK.A +15.99%
SPXTR +11.80%

You're just about 3% below BRK.A but nearly 2% better than SP500 .

Very cute ytd.

 

[wutawa]

it is very bad to buy someone's shares just because u think he is greatest.

i rather learn and understand what i am buying than follow blindly (even if i can earn more from it). Your greatest investor does not always beat the index anyway.

 

[TehSi99]

There was a period of time, I thought Cathie Wood was the world's greatest investor.

Investor not same same as trader (gambler).

 

[Trader11]

Did you just invent this idea yourself? Investopedia (and the books that I have read) say that indices are normally used as benchmarks: https://www.investopedia.com/articl...d-benchmark-measure-portfolio-performance.asp

IBKR allows you to benchmark your portfolio return against common indexes only, you can't add BRK to the IBKR graph anyway

As I am a buy and hold investor and my holding period is forever, stocks that are subject to estate duties are not for me.

I have already reached financial independence so my main objective is actually not to lose too much money, rather than maximise return. So index returns are becoming more and more attractive. Hence if you follow my posts I have been primarily buying VWRD and VUSD nowadays, and maybe occasionally some S-REITs....

How long did you take to reach FI?

 

[hwmook]

How long did you take to reach FI?

I am more curious whether he is married with kids.

 

[Trader11]

I am more curious whether he is married with kids.

Confirm have kids

 

[JuniorLion]

Sometimes it is really entertaining to read forum posts because there are so many people waiting to do Oneupsmanship.

 

[stanlawj]

I'm contributing from trading perspective. Currently only 14% still invested while waiting for next opportunity. Account is six figures size (since the start). This is my liquid investible net worth, excluding emergency cash savings and CPF.

A lot of ups and downs but I finally got back to ATH again after 3 years.
Averaged annualized return since the start is 23% per year (low due to the big drop during 2022 crash and having to recover from it).

IBKR's TWR stats:

Regrets: I missed most of the uranium boat and the AI boat in 2023, due to being overly focused chasing a few rabbits that got me nowhere. For 2024, I caught the gold and silver boat.

I would like to comment about losing all the profits in 2022. It truly sucks. BABA was a major contributor.
Being forced to recover after that equally sucks. You can see the drawdowns were very tightly controlled after 2022 bottom.

 

[Trader11]

I'm contributing from trading perspective. Currently only 14% still invested while waiting for next opportunity. Account is six figures size (since the start). This is my liquid investible net worth, excluding emergency cash savings and CPF.

A lot of ups and downs but I finally got back to ATH again after 3 years.
Averaged annualized return since the start is 23% per year (low due to the big drop during 2022 crash and having to recover from it).

IBKR's TWR stats:

Regrets: I missed most of the uranium boat and the AI boat in 2023, due to being overly focused chasing a few rabbits that got me nowhere. For 2024, I caught the gold and silver boat.

I would like to comment about losing all the profits in 2022. It truly sucks. BABA was a major contributor.
Being forced to recover after that equally sucks. You can see the drawdowns were very tightly controlled after 2022 bottom.

Number one rule is cut losses. Do the math. If you cut your losses at 8% and don't buy during downtrend, what will be your PnL for last three years

 

[highsulphur]

I'm contributing from trading perspective. Currently only 14% still invested while waiting for next opportunity. Account is six figures size (since the start). This is my liquid investible net worth, excluding emergency cash savings and CPF.

A lot of ups and downs but I finally got back to ATH again after 3 years.
Averaged annualized return since the start is 23% per year (low due to the big drop during 2022 crash and having to recover from it).

IBKR's TWR stats:

Regrets: I missed most of the uranium boat and the AI boat in 2023, due to being overly focused chasing a few rabbits that got me nowhere. For 2024, I caught the gold and silver boat.

I would like to comment about losing all the profits in 2022. It truly sucks. BABA was a major contributor.
Being forced to recover after that equally sucks. You can see the drawdowns were very tightly controlled after 2022 bottom.

You trade on precious metals?

Went to check my portfolio performance since 2020. Wasn't as impressive as yours since I only dca into iwda and isac but good enough for me to have a decent peace of mind (except for the drawdown in 2022 but could be worse if not for the etf)

 

[Trader11]

I read most of the best trading books. What is the most common thing? Cut losses. Don't buy during downtrend. From O'Neil, Darvas, Livermore, Weinstein...all said the same

 

[Trader11]

You trade on precious metals?

Went to check my portfolio performance since 2020. Wasn't as impressive as yours since I only dca into iwda and isac but good enough for me to have a decent peace of mind (except for the drawdown in 2022 but could be worse if not for the etf)

It's good to just buy ETF. People who trade are targeting more. Multi baggers move like Nvidia or Crowdstrike.

 

[highsulphur]

It's good to just buy ETF. People who trade are targeting more. Multi baggers move like Nvidia or Crowdstrike.

My job is stressful enough. Don't want to to add any more from personal trading