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Posts & Investments - #benchmark

#Benchmark Comparing this year's returns to last year's returns might be a slippery slope and a dangerous comparison. The better comparison for your individual portfolio's returns is probably against an index over the same period of time - whether it is S&P500, NASDAQ, or the DOW. As you can see from the chart below ... it isn't you ... it is the market overall. Hang in there. Weathering the stormSee more
Dec 23, 2021 - Jan 21, 2022
SPY
SPY6.35%
QQQ
QQQ10.73%
DIA
DIA4.14%
27
0
Decided to do a #benchmark on 4 EV companies all dedicated to air mobility. The 4 I chose were ⬇️ $LILM , $ACHR See more
Apr 27 - Oct 27, 2021
ACHR
ACHR36.00%
JOBY
JOBY9.66%
BLDE
BLDE1.99%
LILM
LILM8.27%
0
0
Thought I'd do a #benchmark and #deepdive into 4 companies in the Electric Vehicle market. The 4 we're looking at ⬇️ $TSLA See more
Sep 30, 2020 - Sep 30, 2021
TSLA
TSLA85.05%
NKLA
NKLA40.32%
RIDE
RIDE70.88%
LCID
LCID159.51%
5
0
#Benchmark Investing is not done in a vacuum. While the market shouldn't care what month of the year it is ... the market is made up of emotional people and so technically it still matters. September was a bad month. September has been known to be a bad month. If you just started investing in the stock market this month, I am sorry the market was being difficult with you. Go to your portfolio - cliSee more
Aug 30 - Sep 30, 2021
VOO
VOO3.16%
VTI
VTI3.24%
QQQM
QQQM4.34%
VT
VT3.18%
107
0
#HiddenLosses We talk about realized and unrealized losses, but sometimes we also need to figure out whether or not we have hidden losses. I picked 3 of my investments that I haven't necessarily held for 6 months on Public since I haven't been on here that long, but more to illustrate the idea that while the other 3 are technically gains ... they still have underperformed the S&P500 and so this isSee more
Mar 1 - Aug 31, 2021
VOO
VOO18.08%
SBUX
SBUX7.29%
SNAP
SNAP11.33%
MCD
MCD14.73%
5
0
Let's take a look at this #benchmark I did on 4 of the biggest private equity firms. I chose the following for this. 🔽 $BX $KKR See more
Aug 31, 2020 - Aug 31, 2021
BX
BX144.13%
KKR
KKR86.22%
ARES
ARES95.52%
APO
APO31.56%
0
0
Doing a #benchmark on equal weighted #etfs .. something l love because it keeps things equal and also keeps worries away if one stock goes down. $EDOW - tracks DOW 30 indexSee more
Aug 26, 2020 - Aug 26, 2021
EQAL
EQAL40.55%
EDOW
EDOW28.45%
RSP
RSP42.66%
QQEW
QQEW34.16%
0
0
Thought I'd do a #benchmark on two S&P covered call etfs - $XYLD and $XYLG . Both of these are intriguing for many reasons. First off, XYLG is out performing its counterpart XYLD in year to year performance. Secondly while XYLG is winning over XYLD, XYLG only has a net asset of 6.23M compared to XYLD and its 472.1M net asset.See more
Aug 25, 2020 - Aug 25, 2021
XYLG
XYLG30.98%
XYLD
XYLD23.84%
5
0
Doing a #benchmark on an ETF that is targeting the global travel industry - $TRYP . This ETF centers around major hotels, travel and cruise line companies. Airlines include - See more
Feb 25 - Aug 25, 2021
TRYP
TRYP6.79%
0
0
Thought I'd do a #benchmark breakdown on Micro Cap ETFs. I chose $DWMC , $IWC , $FDM See more
Aug 24, 2020 - Aug 24, 2021
DWMC
DWMC59.43%
IWC
IWC54.71%
FDM
FDM52.15%
0
0
Sold AdvaxisInvested for 10 days
Lost6.50%
0
0
#MarketCap So I noticed on my feed there was some interest in Market Cap so I would like to draw your attention to: - @taze 's post on Invesco's ETFs tracking small, mid and large cap - https://public.com/p/D5R6UDVf4O6UCdxJvR5Khb5fUW8PIqYb - As well as #TheConversation started by @ShaunDJ See more
Aug 22, 2016 - Aug 20, 2021
AAPL
AAPL480.61%
M
M29.01%
RAD
RAD89.61%
VOO
VOO123.64%
4
0
Thought it would be interesting to do a #benchmark on the S&P 500 and some ETFs trading on the index. These are 4 choices I went with. 🔽 $RSP $VOO See more
Aug 21, 2020 - Aug 20, 2021
VOO
VOO33.15%
RSP
RSP42.32%
IVV
IVV33.11%
SPY
SPY33.02%
1
0
I thought i would do something different for a #benchmark and bring attention to a ETF for #longterm investors. Invesco recently created 3 new ETFs that target the S&P on quality, momentum and value.See more
Jul 20 - Aug 20, 2021
QVML
QVML4.52%
QVMM
QVMM4.27%
QVMS
QVMS4.44%
14
0
Time for another #benchmark #etf deep dive - this time I revisit an old friend: $IVLC . IVLC invests mainly in common stock of U.S. companies that meet high environmental, social and governance (“ESG”) standards. What is ESG? See more
Aug 19, 2020 - Aug 19, 2021
IVLC
IVLC19.52%
0
0
Doing a #benchmark on a interesting #ETF - that being $TFIV This ETF has a portfolio of ETFs, which provides exposure while having a goal of supporting an annualized yield of 5%, with monthly dividends too. 👀 It holds ETFs like See more
Aug 18, 2020 - Aug 18, 2021
TFIV
TFIV11.34%
2
0
Decided to do a #benchmark on some premium #etfs . Pleasantly surprised that the fan favorite $JEPI was not the highest in year to year growth, and that $PDT See more
Aug 18, 2020 - Aug 18, 2021
NFJ
NFJ34.32%
JEPI
JEPI25.96%
KBWY
KBWY31.91%
PDT
PDT34.72%
0
0
Invested in Doximity
0
0
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