YTD 2025 Networth tracking thread

highsulphur

Greater Supremacy Member
Joined
Aug 16, 2011
Messages
75,409
Reaction score
38,590


Not eye watering returns compare to those tech stocks but I'm happy with my annual twr for my iwda/isac portfolio over 10 years. I was trading in and out but has been dca consistently since 2020.
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847


Not eye watering returns compare to those tech stocks but I'm happy with my annual twr for my iwda/isac portfolio over 10 years. I was trading in and out but has been dca consistently since 2020.
Slow and steady. Learn the markets overtime and make informed decisions! You can do it. 7 years back I was bad too.
 

highsulphur

Greater Supremacy Member
Joined
Aug 16, 2011
Messages
75,409
Reaction score
38,590
Slow and steady. Learn the markets overtime and make informed decisions! You can do it. 7 years back I was bad too.
I have probably another 8 to 10 years of working life to dca. After that will be withdrawal stage
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847
8Sqaw0m.jpeg


7 years since I started my first stocks bought, today has now marked the best year for me in investing/trading. After seeing my portfolio dropped hard early this year, I thought this is going to be another down year for me, but I change my plans and strategy for the better. And it worked.

This journey is really tough especially 2022 where I was at -20% ish drawdown. I know some of you guys have higher gains than me, but this is my first huge milestone in 7 years.
 

highsulphur

Greater Supremacy Member
Joined
Aug 16, 2011
Messages
75,409
Reaction score
38,590
2022 was the toughest not just because of the drawdown percentage but because I was very much vested by then. So I lost an entire salary with bonus with the first 6 months.

But if you are to continue this journey you need to learn to stomach the volatility
 

highsulphur

Greater Supremacy Member
Joined
Aug 16, 2011
Messages
75,409
Reaction score
38,590
8Sqaw0m.jpeg


7 years since I started my first stocks bought, today has now marked the best year for me in investing/trading. After seeing my portfolio dropped hard early this year, I thought this is going to be another down year for me, but I change my plans and strategy for the better. And it worked.

This journey is really tough especially 2022 where I was at -20% ish drawdown. I know some of you guys have higher gains than me, but this is my first huge milestone in 7 years.
50% is amazing
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847
2022 was the toughest not just because of the drawdown percentage but because I was very much vested by then. So I lost an entire salary with bonus with the first 6 months.

But if you are to continue this journey you need to learn to stomach the volatility
Yeah, managing risk was something I suck at when I was younger. But experience and painful lessons build the way, not perfect, but better.
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847
50% is amazing
It really is, but the next most important thing is consistency. But just really excited and happy to share la... first biggest milestone ever...

Cannot be complacent that I can do this every year. So I am still setting target of beating the S&P 500 consistently as my base target.
 

highsulphur

Greater Supremacy Member
Joined
Aug 16, 2011
Messages
75,409
Reaction score
38,590
It really is, but the next most important thing is consistency. But just really excited and happy to share la... first biggest milestone ever...

Cannot be complacent that I can do this every year. So I am still setting target of beating the S&P 500 consistently as my base target.
i will be honest. there is really no need to beat the market. Just invest along with the market and ride it through. Less stress this way

i am not affected by people who trade better than me. I just set a plan and act on it
 

sohguanh

Supremacy Member
Joined
Jul 10, 2010
Messages
8,886
Reaction score
3,014
i will be honest. there is really no need to beat the market. Just invest along with the market and ride it through. Less stress this way

i am not affected by people who trade better than me. I just set a plan and act on it
I find it strange or maybe it is just me you all never have to take a hiatus from investing when you get married buy house follow by kids then parents old ill issues thereafter that your energy is all expended into those. In between tide over a retrenchment exercise. I know I did take a hiatus and only get back in a few years ago. During the hiatus period only do super safe stuff like bank FD. But in a way also the early years don't have so many robo and modern brokers like Endowus Syfe SA moomoo webull etc.
 

d9_lives

Suspended
Joined
Feb 15, 2008
Messages
2,237
Reaction score
500
.
8Sqaw0m.jpeg


7 years since I started my first stocks bought, today has now marked the best year for me in investing/trading. After seeing my portfolio dropped hard early this year, I thought this is going to be another down year for me, but I change my plans and strategy for the better. And it worked.

This journey is really tough especially 2022 where I was at -20% ish drawdown. I know some of you guys have higher gains than me, but this is my first huge milestone in 7 years.

50% is not a bad gain. Congratz!

I find 2022 is easier than today.
My accounts were decimated but everything was on big sale so I just kept buying.
Palantir dropped to single digit was the greatest gift ever.

Today, I don't even know what to buy anymore.
I am scared to press the buy and I paper hand easily for a small gain.
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847
there is really no need to beat the market.
I have passive DCA investing into ETFs/funds.

This is my other account where I do stock pick and a bit more aggressive. So beating the market for this is like a different game to me.
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847
50% is not a bad gain. Congratz!
Thank you! Yeah it is a special milestone for me nonetheless!
I find 2022 is easier than today.
My accounts were decimated but everything was on big sale so I just kept buying.
This is also true, but my psychology was I am not sure what to buy and if I buy things might keep dipping. I used to trade CFD, so buying when market selling off is "not the correct thing". But of course long-term investing is very different from trading CFD.
Today, I don't even know what to buy anymore.
I am scared to press the buy and I paper hand easily for a small gain.
A bit here. Market has rallied quite a bit without any good meaningful pullback or corrections. So I want to be patient and add only when the opportunities arrive. Actually, macro sell off is a good time to buy good quality companies (of course valuations are subjective to different individual)
 

stanlawj

Supremacy Member
Joined
Jul 11, 2021
Messages
7,946
Reaction score
4,275
8Sqaw0m.jpeg


7 years since I started my first stocks bought, today has now marked the best year for me in investing/trading. After seeing my portfolio dropped hard early this year, I thought this is going to be another down year for me, but I change my plans and strategy for the better. And it worked.

This journey is really tough especially 2022 where I was at -20% ish drawdown. I know some of you guys have higher gains than me, but this is my first huge milestone in 7 years.
Wah congrats.... you caught a big fish recently.... I caught mine in Q1 2024, but since then, been failing to catch any big fish again.

Today, I don't even know what to buy anymore.
I am scared to press the buy and I paper hand easily for a small gain.
Got so many bargains if you know where to look. For me, silver ETF is where currently I'm positioned in that is safe enough for me to say worth considering a look at this moment. Silver is on the track to US$35/oz, following gold which is on the track to US$2700++/oz by the end of this year.
 
Last edited:

yslvlys

Senior Member
Joined
Dec 23, 2023
Messages
1,435
Reaction score
430
I have passive DCA investing into ETFs/funds.

This is my other account where I do stock pick and a bit more aggressive. So beating the market for this is like a different game to me.
Same as me. I have one part of my portfolio regularly DCAing into VWRA, sdp500, nasdaq and dji, whether market up or down. Another I try to stock pick. Can measure own performance for both portfolios as well. This year I have done well for both, but not as good as you.
 

wutawa

Arch-Supremacy Member
Joined
Jan 25, 2003
Messages
12,054
Reaction score
3,637
Same as me. I have one part of my portfolio regularly DCAing into VWRA, sdp500, nasdaq and dji, whether market up or down. Another I try to stock pick. Can measure own performance for both portfolios as well. This year I have done well for both, but not as good as you.
Your dca is manually or rsp?
 

yslvlys

Senior Member
Joined
Dec 23, 2023
Messages
1,435
Reaction score
430
Your dca is manually or rsp?
I use Syfe and Stashaway. They allow daily DCA. I prefer to split monthly DCA amount into daily amount, which I feel is more consistent and regular than a particular day a month. It's slightly higher cost but point is to capture market returns consistently (less the management fee).
 

Jirachi

Great Supremacy Member
Joined
Jan 17, 2010
Messages
54,275
Reaction score
2,847
Test upload my ytd image.
Want to show off a bit lol...
Gains were from affirm, crowdstrike, ehang and 9988. In that order.
Could have been more if I didn't chicken out.


Wow this is insanely good! And I guess the bulk came from Affirm. I saw they had a huge rally in Q3. What happened to Q1/Q2? You did not do anything? Saw the graph a bit flatlined there.
 
Important Forum Advisory Note
This forum is moderated by volunteer moderators who will react only to members' feedback on posts. Moderators are not employees or representatives of HWZ. Forum members and moderators are responsible for their own posts.

Please refer to our Community Guidelines and Standards, Terms of Service and Member T&Cs for more information.
Top