How is your portfolio YTD?

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mjedlin66
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How is your portfolio YTD?

Post by mjedlin66 »

I compared all of my holdings on YTD.

AAPL: 8.7%
FB: 5.74%
NFLX: 13.50%
TSLA: 23.72%
Vanguard 2060 retirement fund: 7.71%
TSP: 7.41%

It is interesting that the combination of my four individual stocks is handidly beating my TSP and my vanguard retirement fund, especially since I spend far more time on my TSP than the others. I chock it up to luck.

For those 4 funds, those are my YTD since purchase, not the fund YTD. I did not own them last year.

How are your portfolios doing this year?
Owner/creator of TSPcalc.com - "Know your numbers"

crondanet5
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Joined: Tue Aug 19, 2008 8:51 pm

Re: How is your portfolio YTD?

Post by crondanet5 »

What do you think about purchasing Amazon?

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mjedlin66
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Re: How is your portfolio YTD?

Post by mjedlin66 »

I intend to, once my active budgeting results in 4k surplus.
Owner/creator of TSPcalc.com - "Know your numbers"

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ArrieS
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Joined: Sun Aug 05, 2012 10:56 am

Re: How is your portfolio YTD?

Post by ArrieS »

mjedlin66 wrote:I compared all of my holdings on YTD.

AAPL: 8.7%
FB: 5.74%
NFLX: 13.50%
TSLA: 23.72%
Vanguard 2060 retirement fund: 7.71%
TSP: 7.41%

It is interesting that the combination of my four individual stocks is handidly beating my TSP and my vanguard retirement fund, especially since I spend far more time on my TSP than the others. I chock it up to luck.

For those 4 funds, those are my YTD since purchase, not the fund YTD. I did not own them last year.

How are your portfolios doing this year?


Did you hold AAPL all year long? Because for me YTD it's up 32.33%.

AMZN 26.55%
BRK.B 0.45%
CAFD 2.39%
DEA -1.55%
DIS 5.08%
EMR 5.70%
MSFT 11.53%
NFLX 29.46%
SBUX 9.25%
T -9.61%
QQQ 16.81%
VHDYX2.54%
VWSTX 0.45%
VWAHX 0.18%

As of right now my time-weighted rate of return is 10.00% versus the S&P with 7.94%
OCTOBER: This is one of the peculiarly dangerous months to speculate in stocks in. The others are July, January, September, April, November, May, March, June, December, August, and February. - Pudd'nhead Wilson's Calendar

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mjedlin66
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Joined: Wed Oct 02, 2013 7:51 pm

Re: How is your portfolio YTD?

Post by mjedlin66 »

I bought apple on 3/16. That is much later than I thought. I thought I had bought them in early February. Oh well.
Owner/creator of TSPcalc.com - "Know your numbers"

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Fund Prices2024-03-28

FundPriceDayYTD
G $18.15 0.05% 1.05%
F $19.08 -0.06% -0.74%
C $82.21 0.11% 10.55%
S $82.43 0.30% 6.92%
I $42.57 -0.24% 5.95%
L2065 $16.38 0.02% 8.37%
L2060 $16.39 0.02% 8.38%
L2055 $16.39 0.02% 8.38%
L2050 $32.73 0.01% 6.95%
L2045 $14.91 0.02% 6.58%
L2040 $54.38 0.02% 6.22%
L2035 $14.34 0.02% 5.79%
L2030 $47.67 0.02% 5.38%
L2025 $13.15 0.03% 3.43%
Linc $25.61 0.03% 2.82%

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