What a great start to 2021

[disneysteve]

I updated our portfolio spreadsheet today. Year to date, we are up over $54,000. That's insane. The jump in the market is behind it obviously. I realize it won't continue at that rate. My general projection assumes annual portfolio growth of $200,000, which we've exceeded the past 2 years but I like to be conservative. But 54K in 5 weeks is a darn good start.

Are you all seeing similar gains so far this year (for those of you who track it)?

[kork13]

My investments are up ~$40k, roughly 5%, YTD. S&P 500 is up basically the same. While impressive, it could very easily be transitory. We'll see over time.

[srblanco7]

We are up $177k as of this past weekend. This equates to 3.8% YTD noting this includes DCA contributions. I model our future investment portfolio value at 6-9% annual return, so 3.8% YTD is a really nice start!

[bjl584]

I don't have anything updated for FEB yet, but I am up rather significantly since NOV.
Over $54K as of this morning

[riverwed070707]

My 401k gains are dismal so far for the year - about 3% which is ~$10k.. My Vanguard account where I have my Roth + play money on the other hand is up 37% YTD!

[Fishindude77]

Our current balance is up $33k from year end, plus we have drawn $8k out for spending, so no complaints.
In the last (8) months we're up close to $300k + drew $32k from the account.

This is all just "snapshot in time" stuff. Pick the right timeframe and you could find some dismal results as well. Heck, sometimes a few months with no downward trend feels pretty good.
What really matters is how it performs for you over your lifetime of involvement, and if it's doing what it was intended to do.

[disneysteve]

This is all just "snapshot in time" stuff. Pick the right timeframe and you could find some dismal results as well. Heck, sometimes a few months with no downward trend feels pretty good.
What really matters is how it performs for you over your lifetime of involvement, and if it's doing what it was intended to do.

Absolutely. I was just a little surprised to see such a big jump in such a short time. I know it won't last - the market gives and takes - and it's the long term performance that matters, not the short term.

It was also nice to see that the GME fiasco burned itself out quickly and doesn't seem to have caused any lasting damage.

[LivingAlmostLarge]

$115k up. good considering we are living off it right now. LOL.

[corn18]

up $57k YTD with my 60/40 portfolio. I'm happy with that. Beats losing $57k.

[terri77]

$46k so far this year.

[Singuy]

Up about 35k in our retirement since Dec 31s
Up 900k in the stock portfolio since then. Green energy stock supercharged after dem controlled the government.