How is Your Portfolio Performing ?

[davidsa]

I'm thrilled and surprised to see that my portfolio is almost flat compared to Dec 30, 2024. The S&P is still down roughly 3% and my growth and small cap funds much more. That said, I got to looking at what sectors are up for the year.

International mutual fund is up 11%, Gold 40% but I have not owed it the full year and my Equity Income funds and Utility funds are up 2.5 and 5% respectively.


What sectors do you own that have responded well during the downturn?

[TexomaDan]

I am down about 3%. Mostly US stocks diversified. Enough cash to last 2 years if needed.

[okskeetertzx190]

I am up 1.5% from beginning of the year to now. I have a several mutual funds that Empower has selected and managed for my account.

[Bassin08]

I am very close to being back to the first of the year.

[dave540]

Up 8.5% YTD.

[Bassin273Stratos]

Just checked my 401k. It’s up 2% for the year. It has recovered nicely from the big dip. Glad I’ve always stayed the course and kept to my long term investing strategy.

[Michael333]

Mine took a hit about mid April. But seems to be rebounding about half what I lost Into May. I’m still down about 5%.

[davidsa]

Up 8.5% YTD.

Wow! For those that are up, what sectors have performed best for you.

[dave540]

I have a good bit of NEM and FSAGX also AGQ. I took a chance on April 7th and got NVDA at $87, AMAT at $128 and MRVL at $49. I also had alot of stuff down but these made up for the downers.

[sdbrison]

Back to even

[piscesman]

Just received my monthly statement for my IRA that my FA set up for me to check on paper. Down about 5.8% for the year. March was the worst and April it was coming back up before the months end. Should be on the plus side end of this month when I'll get my statement next month. I do get dividends on certain investments every month that get reinvested immediately in the same stock. Don't have to do RMD's for 4 years either, and that will add more growth to my portfolio...

[200xp]

up 5.4% YTD. I do not manage the retirement accounts, I have an FA for that and they are very active with the accounts.

[caddyjoe77]

Up 8 percent very happy

[davidsa]

Up 8 percent very happy

that is an awesome number and clearly your not invested in US S&P500 index or NASDQ funds.

[caddyjoe77]

correct. I sold most of my S&P 500 and moved my stuff to try and make money every day, or at least not lose my rear. So i bought gold etf, gold mining etf, tech(some i have awarded to me regularly), some defense, some utilities and started focusing on dividend returning stocks -- one that might not climb a TON but they are steady. on good days up a couple percent and on bad days down a couple percent. I got super lucky on the gold to be fair.

to me, it was easy to see that something would happen to the market we just didnt know exactly what but continually printing money was not the answer so I decided to change a little bit. Will it play out long term? who knows?

[lugbolt]

I had a 401k at the old job....found out that the company i worked for was the investment company who handled that 401k (and everyone else's that worked there too). I lost trust in the company after working there and took my retirement with me, moved it over to a different company and it is up about 5% overall.

But get this. I have a HYSA that is doing 5.5%, so by the percentages it's better than the 401k...for now. I'll start moving stuff around soon, FA and I have a meeting coming up next week. Got about 3/4 of a mil combined between original job from 1992-2018, and then the last one from 2018-2020, to figure out what to do with. I wish I could say I was smart enough to figure it out on my own but I ain't.

[davidsa]

correct. I sold most of my S&P 500 and moved my stuff to try and make money every day, or at least not lose my rear. So i bought gold etf, gold mining etf, tech(some i have awarded to me regularly), some defense, some utilities and started focusing on dividend returning stocks -- one that might not climb a TON but they are steady. on good days up a couple percent and on bad days down a couple percent. I got super lucky on the gold to be fair.

My retirement last fall was my prompt to get a portfolio I could live with in up and down markets. For me, I arrived at a 55 equity/45% fixed income split then within the equities side I worked with my Fidelity Advisor to ensure it was well diversified. I did not abandon aggressive growth positions such as the S&P500/mag7 dominated index but most of my money went into Dividend producing stocks, international, etc.

Before retirement my goal was to build wealth. Now I'm looking more to preserve and have the money last.

[Jeff La]

Just got my statement for April, as of the end of the month I'm about 3% shy of being back to normal. Didn't hit me hard as I thought it would.

[davidsa]

it looks like after today, no one should be under for the year. That likely means that asset classes people were retreating to during the tariff dip that produced will decline or grow at a slower clip for a while.

[Bassin08]

Trump is talking now, so well so if the market can hold on.