YTD 2026 Networth tracking thread

[lasnoblur]

I would say your mistake was to continue hanging around when you had made almost 200% returns over a 2 yrs period. Many investors do the same mistake and give back their gains to the market.

All the best for the coming year.

Thanks all for the comments.

My equity portfolio now is considered long term. (Average holding period 1 year)
There are counters in my portfolio (sg dominated for a long time) that I have held a decade ago since inception.

I rebalance my holdings every month. I increase my us exposure heavily end of 2021 to first half of 2022. (Fomo) I got in late unfortunately.

Equities portfolio is up to 25% of my liquid assets.

 

[DevilPlate]

Thanks all for the comments.

My equity portfolio now is considered long term. (Average holding period 1 year)
There are counters in my portfolio (sg dominated for a long time) that I have held a decade ago since inception.

I rebalance my holdings every month. I increase my us exposure heavily end of 2021 to first half of 2022. (Fomo) I got in late unfortunately.

Equities portfolio is up to 25% of my liquid assets.

Hosey, keep so much dry powder

 

[direbmem]

Hosey, keep so much dry powder

Lol Abt same allocation as me. Also I will not increase allocation to beyond 50%.

 

[revhappy]

Just calculated my numbers for Nov:

In SGD terms:
YTD networth excluding new inflows = -6.16%
YTD networth including new inflows = -0.28%

Not much progress in November in SGD terms because IWDA is up 4.83% this month but USDSGD is down 3.78% over the same period. I cut a lot of my high beta exposure like Asia and China stocks over the last 2 months, so didnt participate in the China/Asia markets bounce also.

So final tally for the year:

In SGD terms:
YTD networth excluding new inflows = -10.2%
YTD networth including new inflows = -3.85%

Networth 1-Jan-2022 = 1.277million SGD
Networth 31-Dec-2022 = 1.228 million SGD

My worst year ever. Hopefully 2023 will be better.
Happy new year guys!

 

[limster]

Did not manage to break even this year, but consolation prize for outperforming Vanguard world by >10%
More importantly, the amount of passive income I collected this year has increased. Will do the calculations next week when I have the time.

 

[bo_tak_chek_bbfa]

Net worth at the start of 2022 ~ 218k
Net worth at the end of 2022 ~ 270k

All excluding cpf. Hopefully one day, my portfolio can reach the standards of the ppl above me, where their fluctuations can be more than my current net worth

 

[revhappy]

Net worth at the start of 2022 ~ 218k
Net worth at the end of 2022 ~ 270k

All excluding cpf. Hopefully one day, my portfolio can reach the standards of the ppl above me, where their fluctuations can be more than my current net worth

If you are in Money Mind you will definitely reach, well done and Happy New year

 

[DevilPlate]

Net worth at the start of 2022 ~ 218k
Net worth at the end of 2022 ~ 270k

All excluding cpf. Hopefully one day, my portfolio can reach the standards of the ppl above me, where their fluctuations can be more than my current net worth

Nice gains in 2022

you should be sharing your secrets with us hehe.

 

[bo_tak_chek_bbfa]

Nice gains in 2022

you should be sharing your secrets with us hehe.

No secrets ... I'm just young and my salary contribution is way more significant than fluctuations in my stock portfolio.

 

[haddington21]

Hi, I don't mean to hijack but I have a query but am unable to make a post?

 

[Mephist0pheLes]

2021: 389.9k
2022: 479.6k

With CPF
2021: 676.8k
2022: 822.3k

 

[churnmaster]

TWR for IBKR portfolio (Final) : 10.55%

Taking all other investments into account closer to 6% in SGD terms.

 

[revhappy]

TWR for IBKR portfolio (Final) : 10.55%

Taking all other investments into account closer to 6% in SGD terms.

Well done!

 

[slowmover]

-28.75% for 2022
01/01/2022 SGD 1.66 mil
31/12/2022 SGD 1.18 mil

20.40% $340k of stock losses
8.35% $134k of expenditures

 

[revhappy]

-28.75% for 2022
01/01/2022 SGD 1.66 mil
31/12/2022 SGD 1.18 mil

20.40% $340k of stock losses
8.35% $134k of expenditures

Ouch! That is a big drawdown. Are you 100% equities?

 

[slowmover]

Ouch! That is a big drawdown. Are you 100% equities?

Been 50-60% cash for the whole of 2022

 

[blurpandasg2014]

Did not manage to break even this year, but consolation prize for outperforming Vanguard world by >10%
More importantly, the amount of passive income I collected this year has increased. Will do the calculations next week when I have the time.

What app is this to generate the graph

 

[revhappy]

What app is this to generate the graph

Interactive brokers.

 

[d5dude]

Equity portfolio -19% for the year, change in networth excluding CPF but including primary residence (fully paid off) is -4%. Worst year since 2008.

 

[blurpandasg2014]

Total net worth (not include cpf) dropped -8%