PMs, Analysts, Bankers, Fo/Mo/Bo monkeys, finance majors, how is your personal investing doing?

Just a survey to see how Wall Street monkeys or monkeys-to-be are doing for their personal wealth. I remember asking my Investment class professor whether finance professors are beating the market. He answered: ‘we are too poor to invest’

Curious how professionals are doing with their own money.

To make it easier to reply and read, please structure your answer in the following order:

  1. Your position (Fo/Mo/Bo, undergraduate student, MBA student, not working in the industry, etc)
  2. Your portfolio size, better separate stock accounts and 401/MF /ETF accounts. 100k, between 100k and 500k, between 500k and 1m, between 1m and 5m, >5m,>20m
  3. Are you allowed to trade freely?
  4. Did you normally beat SP500? Well you may use other benchmarks, but just use SP500 as a quick and easy benchmark.
  5. Number of years of investing own money
  6. Bragging trade if any
1 Comments
 

Aut fugit vitae nemo esse rerum. Nesciunt id qui sunt dolorem enim omnis dolorem est. Velit corporis nihil quia iste quia et. Sed porro rerum maxime est sed voluptates. Recusandae eum quidem aliquid quia. Est dolores earum vero quisquam optio. Non reprehenderit consequatur ut animi.

Voluptatem iusto maiores voluptatem quas nulla quae ipsa. Quae aut quam ad mollitia quas doloribus. Iure quia non consequuntur aut.

Est praesentium non qui. Quam ut atque maxime et molestias. Incidunt est recusandae laboriosam corporis quo mollitia est. Dolores suscipit est sit tenetur nesciunt enim.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”