How are your investment portfolios doing?

Spicyboi's picture
Rank: Senior Monkey | 94

I'm all for long term investing, and I see the effects of COVID and the current state of the US economy as a bump on the road. However, how much of an hit have your portfolios taken these past few months? Are you investing for the long term or are you short term traders?

If you don't mind answering, what is your portfolio size, and how much are you usually putting in?

Comments (37)

Jul 30, 2020

Up a whopping 2.8% on the year. I don't really care either way though - it's mostly index funds and all for when I'm 60+.

I could lose 50% and all that would mean to me is the set amount I throw at it every two weeks would go further.

Jul 30, 2020

which index funds do you like? And are you hedging at all or are you 100% long?

Most Helpful
Jul 30, 2020

I'm super basic when it comes to this stuff. VTSAX, VTIAX, VBTLX, etc. I also have some big name tech stocks that I bought ages ago, which obviously have done well over the years, but that's not as a result of any actual investment prowess. My 401(k) is like 70% target date funds with a sprinkling of everything else but more heavily weighted toward large cap.

I know it's probably boring to some on here, but when I gamble, I'd much rather gamble on myself - through my day job - versus on some company I know very little about and have absolutely zero impact on.

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Jul 30, 2020

Crap.

My 401k is mostly in a target date fund, with the other 20% in an EM fund that I believe in and am getting on the cheap.

My IRA is largely in funds I support (yes, it's dumb, I know) We've been right but slow in implementing a couple calls this year and are down 10% on the 500 for the year, despite a stupidly designed company fund outpacing by almost that much.

Aug 1, 2020

@CRE @Whatever1984 I keep my 401K pretty simple as well, but I always avoid target date funds. I've found that their fees are often high and the allocation is not much different than holding a S&P 500 fund with a bond fund as well.

When you get a chance, take a glance at that fee and see if it's worth. Usually, it's not a lot but still probably robbing you for ~1% per year.

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Aug 1, 2020

It's a 0.09% annual expense ratio. Not as low as VTSAX or VBTLX, but I'm fine with it.

If I had full control over my 401(k) I probably wouldn't bother with it, but I only have so many options with my employer-based retirement. I don't have any target date funds in my non-401(k) account.

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Aug 1, 2020
NoEquityResearch:

@CRE @Whatever1984

When you get a chance, take a glance at that fee and see if it's worth. Usually, it's not a lot but still probably robbing you for ~1% per year.

The target date fund is somewhere in the high teens which is worth it for my efforts. The EM equity fund is a good bit north of 50 bps, which is admittedly high, but those are the I shares, which are about half the cost that a retail investor would pay for it if they can even get in. It's been soft-closed for years and is notoriously difficult to access. My biggest complaint about those guys is that they won't share their QFII with my team, and because of this we need to use Stock Connect to access the mainland.

The funds in my IRA are all priced in line with their peers. I hope that I know this one, since I do the annual fee analysis to management for them.

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Jul 30, 2020

Actually opened up my Roth this year and am up 19-23is % depending on the day. I'm sure it'll all tank at some point in then near future though.

Jul 30, 2020

YTD up 15%.

Mix of individual stocks and ETFs.

Jul 30, 2020

How large is your portfolio ?

STONKS ONLY GO UP

Jul 30, 2020

Firing on all cylinders +33.80% LTM...I do not manage my own money and I think we just got really lucky with sector rotations. We hit pretty big on all the WFH stuff, cycled out of financials when they got hit...been walking on water this year somehow. Just moved a lot of the long term gains into cash for personal reasons.

Portfolio is $100k < x < $400k

Jul 30, 2020

Made some concentrated bets back in March, up ~60% ytd. Not sure if I was actually right about some of them or if I just got lucky haha.

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Jul 30, 2020

Up 30%.... until today

Jul 30, 2020

Moved brokerages this year so can't really tell YTD but seemed around 15%, maybe a little higher, but this is an individual stock portfolio unlike index funds in tax advantaged/529.

Jul 30, 2020

Up about 18-20%, individual names I like, was DCA until march when things tanked and dropped most in (I bought in on the way down, when S&P around 2700, then held since then so I was a bit early). My basic theory was buy the bigger companies (that can survive and profit in this crisis) and stuff that will succeed in WFH, the perfect matches (in my opinion) were AMZN and NFLX which I seem to have been lucky on. Worst pick was trying to catch Boeing on the way down, otherwise would be up more but its a relatively small position.

Portfolio size 50-100k, have another chunk I'm waiting to drop in if the Dems sweep and wall street panicks.

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  • Analyst 1 in S&T - Equities
Aug 3, 2020

Unfortunately that panic may be well warranted

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Aug 4, 2020

Panic?

Aug 1, 2020

Same as my work-life balance... down in the gutter

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  • Associate 2 in IB-M&A
Aug 1, 2020

Q1 2019, felt the market was way overvalued. Dumped everything by mid 2019 was all cash when the market tanked..super lucky. Bought back in throughout April, was up 60% at a point in June now ~25%. ~1m AUM. LT investor, almost never hold anything less than a year. Got some risk in my portfolio with some airline and aerospace but overall portfolio is diversified and made up of companies with strong balance sheets that can weather the storm.

Aug 1, 2020

Up 31%
All long individually picked stocks.

Aug 1, 2020

Holding VTI, BND, and VEU in retirement accounts. VOO in taxable

Aug 1, 2020

+41% YTD as of July 31, firing on (nearly) all cylinders

Decided to buck up and buy a cyclical in Mar which was up ~55% before correcting back down to up ~30-40% (acting pretty erratically these days)

I'm nearly fully invested (deployed most of the my cash in June) but not really concerned about that being in my mid-20s. Likewise, PA is pretty resilient so even in a scenario where market drops ~30%, I think I'll probably only be down 15-20% (very rough approximation though, by no means am I an expert in NT mkt fluctuations)

Would love to have 20k in cash though just in case a great adding period comes up but eh, can't win em all

Aug 1, 2020

Up 43%--Pinterest went crazy yesterday tho

Aug 1, 2020

+60% YTD. Mostly concentrated tech stock investments. Rotated into a few cyclicals and doubled down on tech late march/early april. Big winners in $SE, $ROKU, $ANGI, $LYFT, $DKNG, $SQ and $CWH. Also have a chunk in junior gold miners etf.

Market is rippingggg

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  • Associate 2 in IB - Gen
Aug 1, 2020

down like 30% - i'm just so so bad at this shit

was like 80% invested in levered ETFs pre-covid and that shit got wiped out real quick lmao

  • Analyst 2 in IB - Gen
Aug 2, 2020

lol are you me - I went into crude (levered ETF) at 30$ in March and that went downhill quick

I shit my pants when it went negative for sure

  • Associate 2 in IB - Gen
Aug 2, 2020

haha at this point im just happy i'm debt free in life

  • Analyst 3+ in RE - Res
Aug 5, 2020

I had sat out the market since October 2018. COVID comes, I wait. March comes, I wait. April, I wait. May, I wait.

June 8th, I buy. Hospitality, cruises, airlines. Immediately down 30% in literally 2 days. I shouldn't be allowed to handle my own money

Aug 2, 2020

Up 285% LTM. Doing some high-risk short term plays and luckily have paid off. Expecting a drop in the market once fed stops pumping

Aug 2, 2020

Up 47% was up more but shorts took a quick turn on me when the feds started pumpin.

Aug 2, 2020
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Aug 5, 2020
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Greed is Good!