401k: +13%
IRA: +15%
Roth: +20%

Personal brokerage: +10%

up 27.3%

I own individual stocks. Big Tech, Energy, 1 Financial (COOP).

net worth up 33%
5% raise
1.8 bonus multiplier
RSU comp up 50%

each of the last four years has topped the previous for best financial year yet

for fun I calculated what my YTD would've been in all cash/money markets to compare



portfolio gains:





money market gains:

Was struggling to break through $300k NW since late 2021. As of October 2023 I was still only at $334k.

I am up 53% since then and well on my way to $600k.

Returns have been pretty good so far:

Im doing great. Best income year by far - easily 2x. Market killing it. And if we can keep building off of it, it will keep getting better... Even if it isn't a straight lne.

That's awesome. Is that including home equity and everything?

Nope, I do not own a home. That's my combined portfolio and checking.

Suppose I could include my car in calculations but I never do.

Nice. You'll be at the $1mm mark before you know it.

Whole portfolio Up 41% YTD so doing good. Heavy in Tech and leaders in many sectors. Have some Exxon in portfolio since the 1980s. Rode Tesla when it was going up mostly from 2013 and tripled my money in it. Now have Nvidia with basis of $44. Bought and sold both tesla and Nvidia a number of times using trailing stop losses. Back in tesla now at 162 and projections are to over 300.

I believe that Nvidia is going to make a lot of millionaires over the next two to three years....not me though.

Have significant monies in JEPQ and also in Qdte and Xdte which both pay dividends weekly. Both have done well since March.

I am a big believer in using trailing stop losses to protect my stocks and ETFs. Who knows what's going down over the next year or two?

A little longer term speculation money SMR companies and in both Archer and Joby which are EVTOL manufacturers who are beginning to have EVTOL taxi's in urban areas around the world.

I retired for about three months and decided that I would rather work for myself part-time to have more spendable money to take three or four vacations a year. Still putting in about $15,000 annually into Trad IRA and SEP.

woodiewood said:

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Bought and sold both tesla and Nvidia a number of times using trailing stop losses.

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this is my biggest fear of trailing stops

YTD 2024 - Pedestrian returns, but low risk strategy
IRA +6.2% - financial planner runs this
Roth +17.3%
401k +9.45%
Cash +2.73%
ESP +46.3%
HSA +13.62%
Overall +25% <- boosted by stock and cash inflows

Forgot to include all the accounts.