YTD 2025 Networth tracking thread

laokorkor

laokorkor

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Just some trivia if you decide to select capitalisation weighted world stock index as your only equity allocation. It might not be representative depending on your point of view.

The gemini prompt:
Us stock capitalisation as a proportion of world stock capitalisation

Us stock profit as a proportion of world stock profit

Us nominal gdp as a proportion of world nominal gdp

Us gdp ppp as a proportion of world gdp ppp
Click to expand...

The gemini reply:
Here are the requested proportions for the United States' stock market and economy relative to the world, based on 2024 and 2025 data.
Click to expand...
Market Capitalization & Profits
* US Stock Capitalization: As of early 2025, the US stock market accounts for approximately 50.2% of the total world stock market capitalization. This is a record high, meaning the value of US-listed companies represents just over half of the global total.
* US Stock Profit: Based on the 2025 Forbes Global 2000 list (which tracks the world's 2,000 largest public companies), US companies earned $2.0 trillion of the total $4.9 trillion in profits, representing approximately 40.8% of the total.
Economic Output (GDP)
* US Nominal GDP: Based on 2024 and 2025 projections from the IMF and World Bank, the US nominal GDP is approximately 26.2% of the world's total nominal GDP.
* US GDP (PPP): When adjusted for Purchasing Power Parity (PPP), the US share of the world's GDP is smaller. Based on 2024 data, the US accounts for approximately 14.8% to 16% of the world's GDP (PPP). China is the largest economy by this measure.
Key Distinction: Nominal GDP measures the value of all goods and services at current market prices. GDP (PPP) adjusts this figure to account for differences in the cost of living between countries, providing a different perspective on economic size.
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stanlawj

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2025 NINE MONTH STANDINGS (579 Entrants)​

Performance through September 30, 2025

MONEY MANAGER VERIFIED RATINGS ($1 Million+ Accounts)

Stock Division
Law Wai-Sum (J Law @JLawStock) + 251.5%
Clement Ang + 134.5%
Christian Flanders + 128.7%

Enhanced Growth Division (allows futures and/or long options)
Magnus Sigurdsson + 99%
Andrew O’Connell, CFA, FRM (Pristine Capital) + 89.4%
Derivatix Capital Management/Fortune Reliance Fund (Maziyar Yousefizad) + 77.6%


UNITED STATES INVESTING CHAMPIONSHIP ($20,000+ Accounts)

Stock Division
Martin Luk + 581%
Gabriel Blanco, CPA + 443%
Rajnus Capital LLC + 304%

Enhanced Growth Division (allows futures and/or long options)
Tito A. (TTP) + 1573.5%
Bob Doviak + 836%
William Li + 207.7%
Baran Kayhan, CFA + 171.8%
Kishor Limbu (@kishor_limbu) + 169.6%

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Although they don't report their net worth, the account size should be their minimum liquid net worth.

I'm still stuck at around +47.7% YTD.
Maybe close shop for this year. Going for holiday to Japan next month.
 
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limster

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eojdjyw.jpg

Wrapping up the month, still manage to outperform S&P500 even though my NVO is losing money, maybe need to average down more and catch falling knife... 🤔
 
lordlad0

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Added another 140k this week.

'Siphoned' about sgd1.38mil since august 2023 from Nvidia, average margin about 318x.

ZDLAMfd.png
 
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Jirachi

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Not sure where to ask this. Is anyone heading to the Endowus Wealth Summit tomorrow?
 
wutawa

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highsulphur said:
i thought my cash holding at 1% is low enough. Yours is even lower!
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my nw isn't much, so the 0.5% is really pathetic. my salary is low and my RSP uses half it it. the remaining I try to put in Mari invest. I have been monitoring my expenses and bills so I know roughly how much cash I need each mth. I will encash Mari invest partially if requires.

I have a crazier idea for 2026, to use all my salary for rsp. i hope won't mess up.
 
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laokorkor

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wutawa said:
my nw isn't much, so the 0.5% is really pathetic. my salary is low and my RSP uses half it it. the remaining I try to put in Mari invest. I have been monitoring my expenses and bills so I know roughly how much cash I need each mth. I will encash Mari invest partially if requires.

I have a crazier idea for 2026, to use all my salary for rsp. i hope won't mess up.
Click to expand...
Personal finance if of course personal for everyone, different strokes for different people.

The "normal" advice for man-in-the-street is to have 3-to-6 months of emergency funds in highly liquid accounts. The "norm" should be jacked up for people with large non-discretionary spending such as large family or mortgage; also "norm" should be jacked up for free-lancer, contract work or jobs that are unstable.

The last thing you'd want to attempt is in an economic downturn is you lose your income and have to liquidate depressed equity portion of your portfolio. Right now, I personally keep 6 months expense in a high-interest saving account (DBS multiplier account).

However, I see that you've a bond component, that might mitigate the situation if they can be drawn for emergency use. Hopefully, this bond component is high grade and short term and would not be hit by any financial turbulence.

LOL!
 
wutawa

wutawa

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laokorkor said:
Personal finance if of course personal for everyone, different strokes for different people.

The "normal" advice for man-in-the-street is to have 3-to-6 months of emergency funds in highly liquid accounts. The "norm" should be jacked up for people with large non-discretionary spending such as large family or mortgage; also "norm" should be jacked up for free-lancer, contract work or jobs that are unstable.

The last thing you'd want to attempt is in an economic downturn is you lose your income and have to liquidate depressed equity portion of your portfolio. Right now, I personally keep 6 months expense in a high-interest saving account (DBS multiplier account).

However, I see that you've a bond component, that might mitigate the situation if they can be drawn for emergency use. Hopefully, this bond component is high grade and short term and would not be hit by any financial turbulence.

LOL!
Click to expand...
my bond is just ssb and mii. ssb can take wks to liquidate but quite safe. mii is a new investment i started in sep 2025. i deduce it wont be hit much by financial turbulence. in fact, the bond component will be my emergency fund to invest on shares if there is a crash
 
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hwmook

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laokorkor said:
Personal finance if of course personal for everyone, different strokes for different people.

The "normal" advice for man-in-the-street is to have 3-to-6 months of emergency funds in highly liquid accounts. The "norm" should be jacked up for people with large non-discretionary spending such as large family or mortgage; also "norm" should be jacked up for free-lancer, contract work or jobs that are unstable.

The last thing you'd want to attempt is in an economic downturn is you lose your income and have to liquidate depressed equity portion of your portfolio. Right now, I personally keep 6 months expense in a high-interest saving account (DBS multiplier account).

However, I see that you've a bond component, that might mitigate the situation if they can be drawn for emergency use. Hopefully, this bond component is high grade and short term and would not be hit by any financial turbulence.

LOL!
Click to expand...

I won't be worried about a downturn and draw down. I can withdraw money from my margin account if I ever need huge sum of money in a short notice, it's a low interest rate loan. You can definitely afford to pay some interest on that amount while waiting for market to recover. As long as you are not heavily leveraged then I see little risk of forced to sell at depressed price.
 
laokorkor

laokorkor

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hwmook said:
I won't be worried about a downturn and draw down. I can withdraw money from my margin account if I ever need huge sum of money in a short notice, it's a low interest rate loan. You can definitely afford to pay some interest on that amount while waiting for market to recover. As long as you are not heavily leveraged then I see little risk of forced to sell at depressed price.
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Yes, agree. 3-to-6 months in expenses is just a guideline and personal finance is personal. You need to have indept knowledge about the family to draw insights.

For example, depending on your situation, you might have a rental property or bedroom in good location that can be converted to a cash flow. Or like me at 53, I'll have access to my excess CPF OA at 55. Or a 65 or older with a CPF Life payout. Or your portfolio contains significant REITs and dividend stocks with the potential to greater lengthen your emergency funds drawdown via dividends.

Nevertheless, while we enjoy the current pleasant ride upwards, be prepared for the possible negative events. Remember, not everyday's a Sunday - to be prepared is to be ready.

LOL!
 
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