YTD 2026 Networth tracking thread

[laokorkor]

The stats are beginning to show, it's just semicon that's outperforming.

You observation that while EM as a whole is outperforming, only a minority companies are stellar and the majority are awful is a pretty common phenomenon in the stockmarkets. Your chart fully revealed your claim.

According to Bessembinder 4% rule, since 1926 in US, the entire net wealth generated by the US stock market was created by just the top 4% of best-performing companies.

Thus, many investment experts advise against stock picking and instead make use of collective instruments such as ETF that emphasize diversification to capture total market returns.

By stock picking, there's a probability that you choose 10 individual stocks and all don't fall under the 4% exceptional stocks.

 

[d5dude]

You observation that while EM as a whole is outperforming, only a minority companies are stellar and the majority are awful is a pretty common phenomenon in the stockmarkets. Your chart fully revealed your claim.

According to Bessembinder 4% rule, since 1926 in US, the entire net wealth generated by the US stock market was created by just the top 4% of best-performing companies.

Thus, many investment experts advise against stock picking and instead make use of collective instruments such as ETF that emphasize diversification to capture total market returns.

By stock picking, there's a probability that you choose 10 individual stocks and all don't fall under the 4% exceptional stocks.

Yes stock picking is extremely difficult, its even worse outside of the US (1% vs 4%).

https://forums.hardwarezone.com.sg/threads/2022-market-sentiment-positioning.6664921/post-138814207

In a separate study, Bessembinder and colleagues found that non-U.S. stocks are even more skewed. Specifically, they found that “Outside the U.S., less than 1% of firms account for the $U.S. 16.0 trillion in net wealth creation [since 1990].

 

[stanlawj]

Real serious market correction started two days ago and gaining more steam today.
I've been out of action for some time, just watching the euphoric semicon and schizophrenic SaaS going up without me in past month.

YTD +30.7% all cash.
(6% pullback from peak unrealised profit).

Meager returns YTD.... too scared to risk alot of money in the market.

 

[highsulphur]

Real serious market correction started two days ago and gaining more steam today.
I've been out of action for some time, just watching the euphoric semicon and schizophrenic SaaS going up without me in past month.

YTD +30.7% all cash.
(6% pullback from peak unrealised profit).

Drop means can buy cheaper!

 

[hwmook]

Drop means can buy cheaper!

After big drop still very high price, at the most still 2 weeks ago price.

 

[highsulphur]

After big drop still very high price, at the most still 2 weeks ago price.

Yes which means still quite up for the year!

 

[stanlawj]

Drop means can buy cheaper!

Yes, eyeing for a bounce soon next week.

 

[hwmook]

Yes, eyeing for a bounce soon next week.

I hope it continue to drop further, the market need correction to remove the risk of a big drop in future.

 

[starlight318]

Thinking if I should buy some now, wanted to wait for it to drop further

 

[havetheveryfun]

Thinking if I should buy some now, wanted to wait for it to drop further

buy what ?

 

[starlight318]

buy what ?

Looking at A12S to invest my OA and SRS

 

[limster]

I thought no chance of beating the S&P500 this year but recent price action has given me hope that I can catch up!

 

[sohguanh]

I thought no chance of beating the S&P500 this year but recent price action has given me hope that I can catch up!

It is strange why a lot of ppl want to benchmark their investment returns over some index to prove you are on track.

To me I follow some fund managers mandate to discard index benchmarking and track returns instead. I share my Endowus and moomoo screenshots previously all above 10% annualised and that to me is good returns.

 

[Mephist0pheLes]

It is strange why a lot of ppl want to benchmark their investment returns over some index to prove you are on track.

To me I follow some fund managers mandate to discard index benchmarking and track returns instead. I share my Endowus and moomoo screenshots previously all above 10% annualised and that to me is good returns.

Bcos index is the effortless return. If u r making the effort to pick stock/time the market/etc it jolly well be making more return than the index

 

[hwmook]

Bcos index is the effortless return. If u r making the effort to pick stock/time the market/etc it jolly well be making more return than the index

In other words, if you can't even beat the index then your efforts are meaningless.

 

[RedsYWNA]

In other words, if you can't even beat the index then your efforts are meaningless.

Beating the index is harder than one thinks. Many pple think they are beating the index, when in reality, they keep a pool of cash to buy the dip (which is excluded from say IBKR's calculation), and then say they are beating the index.

 

[sohguanh]

Beating the index is harder than one thinks. Many pple think they are beating the index, when in reality, they keep a pool of cash to buy the dip (which is excluded from say IBKR's calculation), and then say they are beating the index.

The whole unhealthy obsession with index benchmarking is why for some fund managers they simply inform potential customers the fund assets they are managing are purely based on returns. You happy you buy else you leave.

Then there are no argument becuz the discussion simply remove any mention of any index as benchmark. I am in line with such fund managers mindset. NikkoAM funds are where I first read of such mandate and it shape my later thinking in investment. I only focus purely on returns and ignore all the noise of any index.

 

[limster]

The whole unhealthy obsession with index benchmarking is why for some fund managers they simply inform potential customers the fund assets they are managing are purely based on returns. You happy you buy else you leave.

Then there are no argument becuz the discussion simply remove any mention of any index as benchmark. I am in line with such fund managers mindset. NikkoAM funds are where I first read of such mandate and it shape my later thinking in investment. I only focus purely on returns and ignore all the noise of any index.

Over any specified time period, the market return will be a weighted average of the returns on the securities within the market, using beginning market values as weights. Each passive manager will obtain precisely the market return, before costs. From this, it follows (as the night from the day) that the return on the average actively managed dollar must equal the market return. Why? Because the market return must equal a weighted average of the returns on the passive and active segments of the market. If the first two returns are the same, the third must be also.

https://web.stanford.edu/~wfsharpe/art/active/active.htm

You can't escape market return. While active funds as a whole generate a return equal to the market return, due to fees, most active funds end up underperforming, whether or not they claim to follow a benchmark.

 

[laokorkor]

Beating the index is harder than one thinks.

Yes, beating the index is extremely difficult.

There're a number of quantitative methods that can potentially beat the markets, such as value strategy, small-cap strategy, carry trade, momentum, contrarian, selling liquidity, etc.

However, the common understanding is that these strategies are profitable cos they're more risky, so it's a case of no-pain-no-gain story and not a free lunch. Besides, all suffer poor returns from time to time and are no way sure win roads to riches - many smart investors got burnt in the process.

So, open your eyes wide. Caveat emptor!

 

[Mephist0pheLes]

The whole unhealthy obsession with index benchmarking is why for some fund managers they simply inform potential customers the fund assets they are managing are purely based on returns. You happy you buy else you leave.

Then there are no argument becuz the discussion simply remove any mention of any index as benchmark. I am in line with such fund managers mindset. NikkoAM funds are where I first read of such mandate and it shape my later thinking in investment. I only focus purely on returns and ignore all the noise of any index.

U r fooled by the fund managers. The only reason fund managers do not wan to benchmark themselves is bcos beating the index is extremely hard, especially after fees.

These fund managers don't wan to and dunno how to ans clients when their fund cannot outperform benchmark indices despite paying higher fees.

Any fund managers that beats their benchrmark index (even if jus by luck) will be blowing their trumpet all day.