hi Marty,

can you share your performance records for the years from 2020 to now?

I would need to call my brokerage to learn how to archive prior years. I do not focus much on yearly portfolio and just try and focus on making good trades. My goal is to beat the S&P 500 every year, and I have been able to accomplish that without obsessing over it. There have been years where I was beating the S&P 500 by 5%-10% heading into November and I took my foot of the gas as the markets ripped and it cost me some winnings. That is why I just try and focus on what is right in front of me...

This is something that I shared with members at the conclusion of 2024....

MY TRADIING PORTFOLIO EQUITY CURVE IN 2024

My objective every year is to outperform the S&P 500. I was fortunate enough to  obtain my goal once again this year. It is a bit more of a challenge when I am never at 100% invested and I miss out on some of the upside. However, reducing size during the downturns has its advantages.

As I look back at this year it was SuperMicro (SMCI) and Nvidia (NVDA) that provided me a boost in January and February. But, then I gave too much back during the downturn in March. My trading portfolio did not perform well during the months between March and September. The Nasdaq traded at 16,538 on March 21 and 16,668 on September 6. The index did rally in between but was in a  trade range as was my portfolio. The index and my portfolio rallied post election. Appleton (APP) and MicroStrategy (MSTR) were the biggest winners during the post-election rally.  If I had just made four trades (SMCI/NVDA early and APP/MSTR late)  all year, my performance would have been much better. That is how it works when trading growth stocks, and when we place heavy size during a big move higher.

The tailwinds from the index are important for me to have success in the stock market. It is obvious that my portfolio would do better if I reduced more during the downturns and increased more during the rallies. But, my wife would kill me if I blew up an account and I am too young to die. Therefore, I am rarely more than 80% invested, and I will not blow up any account. But, that makes it more challenging and fun to attempt to outperform the S&P 500. A 53% gain in 2024 beats the S&P 500 the Nasdaq, and other indexes in 2024. It could have been better and it could have been worse. My current holdings are ALAB AVGO RDDT and I am 30% invested. I have reduced my exposure heading into the new year.