Nathan Worden's avatar
$334.1m follower assets
It's been a long time since my portfolio out performed the S&P 500
Enjoying it while it lasts. Probably a bull trap. Still enjoying the respite.

Post media
Nathan Worden's avatar
The more humbling (and zoomed out) view of the last year:
Post media
James Andrews's avatar
Gotta enjoy the small wins when they come
Nathan Worden's avatar
@retire4life exactly— there aren’t many of them lately 🙃
Alex Biestek's avatar
Even if it's a bull trap, there could still be some awesome buying opportunities in the near future :)
Nathan Worden's avatar
@acb123 I hope so— have gotten burned every time I’ve tried to buy this year 🤕🥲
Alex Biestek's avatar
@nathanworden Same. BUT...I just keep thinking about the LT gains (I hope!)
Jeff Sanders's avatar
Party time!
Nathan Worden's avatar
@darthtrader I like the sound of that!
Cameron McFarlane's avatar
Gotta take them when you can get them! Start of a new financial year here in Australia and feels to be up on that year 😂
Nathan Worden's avatar
@moneyshark So jealous! image

Lester Leong's avatar
Get it Nathan - turning point of your long run against the S&P
Nathan Worden's avatar
@prometheus that's the spirit 😃
Investor from Nepal 🎄's avatar
I am down in comparison to SPY in a week but for last year and YTD I am doing better
Post media

Post media

Post media
Nathan Worden's avatar
@investor_from_nepal I'd love to switch places with you 😃
Investor from Nepal 🎄's avatar
@nathanworden You have more growth stocks, they'll sky rocket when they do, mine will be more gradual
Nathan Worden's avatar
@investor_from_nepal or they’ll continue to compress as interest rates rise— it’s pretty amazing how correlated growth stocks all are in the current environment 🙃
Dissecting the Markets's avatar
Being heavily invested in $QYLD, I'm thankful that my portfolio is down nearly 9% YTD compared to the S&P 500, which is down 18% YTD.
Nathan Worden's avatar
@dissectmarkets I gotta say, you've mitigated losses a lot better than I have YTD. Happy for you 🙂
Sachiv's avatar
Small wins..just have to make sure the small wins outweigh the losses over the long run! 🙌🏽
Nathan Worden's avatar
@passiveinvestor Very true— gotta make those small wins add up over time :)
Eric Messenger's avatar
image
My daughter is actually beating me; time to teach her humility. She thinks it’s hilarious she’s outperforming me and the S & P since we started tracking portfolios. She underperformed by 3% in June but the portfolios have held up well. It’s a custodial portfolio I handed her recently. She’s just made the 2 additions this past month that are diversifying her portfolio from mine. ($AAPL & $SBUX, her two favorite brands).
Eric Messenger's avatar
image

And mine for comparison, wish I’d found these tools sooner.

Oliver's avatar
image

Similar situation here, it has been a struggle so far this year. I have used the opportunity to dollar cost average down some big tech losses. Did enjoy the 10% bump to $LAC the day after buying some more and is still my largest position.

Author

Related