[Endri]

Who is currently up year-to-date (YTD)? I’m curious to see which individuals, companies, assets, or markets have shown positive performance so far this year.

Feel free to share updates, stats, or personal insights.

It would be interesting to compare different sectors and see where the momentum is strongest.

Thanks in advance for your input!

[Cody]

Those globally allocated in a balanced portfolio are.
Those globally allocated in 100% equity are about flat YTD.

[David]

I’m still down and loving it. I’m thankful for the opportunity to do more Roth conversions.

[Michael]

YTD is such an arbitrary start date, but ok. I like to measure from my buy date.

[Peter]

Up 2%! Which I didn’t even realize, I’ll take it! Prolly get wiped out on Monday

[Melanie]

I am but not by much. I do have some bitcoin, and had a big gain in a volatility index to offset the bad stuff.

But, I also have a ton still in cash that I’m not ready to go back in with yet.

[Gerwyn]

The well balanced boring portfolio that comprises of large growth,value mid and small caps, international etc.

just zoom out to at least 5 yrs, the ytd doesn’t matter

[Shannon]

I honestly have no idea because I’ve been dollar cost averaging an inherited IRA from a money market to the S&P index.

I just set a reminder at 3:45 to look at the stock market and see if I want to move any money that day.

Luckily, I started before the run-up at the beginning of April

[Webber]

Not quite. We ended 2024 with a $1,962,147 portfolio and peaked at the end of Jan 2025 at $2,006,955. But currently (as of last night, 24 April ’25) our portfolio is $1,846,756.

If tRump drops his tariff threats we might have a chance of regaining $2M level again.

[Charles]

Around +5-6% YTD, and up more than the S&P for the year ~+9/10% for the year.

Not too bad considering I’ve been reallocating towards income last year or so.

Diversifying international, REITs, bonds.

Active risk and allocation management for the win!

[Author]

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