Portfolio Performance

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TXHawg
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Portfolio Performance

Post by TXHawg »

I had a pretty good year in 2024. Bested the S&P by 5%.
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Backroad Mike
Posts: 17
Joined: Sat Apr 06, 2024 4:35 pm

Re: Portfolio Performance

Post by Backroad Mike »

This is our 2025 YTD return. While there have been ups and downs, it's doing very well. The Roth account is much smaller but has similar results.

I do regular research and monitoring almost every day. I made a lot of impulse decisions the first year, which I have learned to mitigate. I've made a few mistakes and missed out on some huge gains (MNPR, SYM, RBLX), but I have some current winners too (JOBY, ASTS, PLTR, QTBS, RGTI). I've had some turds also, but thankfully they got dumped before significant decrease.
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