Is sort of a funny thing that while we’ve had a long discussion of Skyline chili in another thread this week, never once did it come up that it is one of the fastest ways I know to relive constipation. Seriosuly, you must drive home from the restaurant if you’re over the age of 25 if you know what is good for you. I guess this just further adds to the shit you know. :-)
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I'm liking Tilray here.

Good for a pop after all this tax selling.

Think it goes back to $10-12 in first months
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That looks interesting. They need to show some income, and the additional stock issuance is not great, but surely the downside is about out.
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I'm buying 1000 shares and will buy 1000 more if it drops below 6
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Here locally, rent has inflated significantly. Do a cheap remodel on a house and you can pull in a new tenant looking to improve their housing image and directly cut off most of the new income a lower level family is now pulling in. They're happy, the owner is happy, and the money is gone.
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Anyone brave enough to share their YTD gains in their investing accounts (brokerage, 401k, IRA)? Any traders beat the index?
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I like this time of year because I can summarize things.

I got an 18.6 percent return this year. I try to be diversified, which means that I'm underweighted in FAANG stocks. So I underperformed the market, but I'm fine with that from a risk perspective and still had a really good year. My wife is a little more tech-heavy, and she got a 20.1 percent return.

My ten largest holdings (not including my wife's stuff) are 31.1 percent of my total holdings, and are presented below with their annual total return.

Cash and Money Markets 0.01%
GOOG 67.43%
AMZN 4.64%
MSFT 55.23%
TSLA 44.81%
MPW 18.35%
ATCO 37.05%
TSM 9.26%
FTANX 5.67%
AAPL 37.72%

My biggest holdings did pretty well. Other than the cash, AMZN was my lowest performer and it was still up. FTANX is a really conservative preservation fund, and it more or less kept pace with inflation. So I didn't take a bath on any of my big stuff this year.

My biggest gainers combine for 11.1 percent of my account and were superb. It helps to have GOOG on this list. I keep buying SYNA on every down day and it's been a rock star.

RMCF is one that I knew was going to do great if it didn't go bankrupt. If I'd had any guts, I would've doubled down on it. But as it is, I'm still losing money on it since it tanked so badly in the shutdowns. The past is the past, though, and I'm getting close to breakeven.

SYNA 197.24%
MRNA 127.32%
NVDA 124.32%
RMCF 90.24%
COP 83.52%
INTU 73.47%
ANF 69.99%
GOOG 67.43%
KLAC 66.20%
HCI 63.35%

My biggest losers combine for 2.7 percent of my account, so the good news is that they were really underweighted. Of course, part of that is because they lost a lot of money. I haven't been buying into any of these losses, just holding for the most part.

JWN -25.42%
SQ -26.97%
LVS -35.05%
SLP -36.47%
EDUC -37.03%
CVGW -37.25%
UWMC -47.53%
ZM -48.91%
KD -55.58%
EDIT -62.91%

EDIT is a flyer stock that spikes up and down occasionally. I was up pretty good in EDUC, CVGW, SQ, and ZM for a while and then they tanked. I'm still up a lot in ZM because I bought it at a really good time. SLP is down a lot this year, but I'm still doing great on it because it was fantastic last year.

Do we think any of these are coming back?
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That's an awesome breakdown. Pretty good return this year for an account with individual stocks. Nice job.

Do you have accounts where you just own mutual or index funds?
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Really nice diversification and well managed portfolio.

The only small bit of advice is to never left a stock loss exceed 25-30%. Once you start hitting the 40-50% or more level, the stock has to double just to break even.

There are other strategies for hedging to protect your downside when a stock rolls over.

That's it. Overall you did very well and congratulations.
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I'm a pretty conservative investor (I think), with about 30% in Index Funds, and 30% in Bond Funds, and the rest is scattered amongst small and mid cap funds, international, and large cap individual stocks

My annual return, across all investments, for 2021 was 15%. I'm happy with that, I am at a more risk adverse point in life.
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16.8% for me. Pure target date index fund.
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Trading account 12.3% gain.

ROTH IRA, which is invested in actively managed mutual funds with T Rowe Price, most in growth and healthcare funds, 16.07% gain.

401k invested in Vanguard index funds, 23.05% gain.


Seems to follow the trends that most noticed this year....the indexes were king. Trading was hard as the market was very choppy most of the year. I know a guy who has been a professional trader for a decade and he noted 2021 as his hardest year yet. He had a 16% gain and that’s his full time job.
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15.75% (401K, Roth IRA, HSA, trading acct)
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I didn't outperform the market. I have my 401K from Cabela's in the S&P index fund. My and the wife's ROTH is in Target Dated funds. Her 403b is mostly index funds.

I have a piddly investment account that I intended to do a little research while I was on the tractor, but never got around to it. It was in cash most of the time. Evenually I pulled the cash and put it in 2x SPY 1x QQQ 1x DOW, so my returns aren't great there.

I think there is an argument to be made that my investment in farmland has outperformed index funds. There is some wildly stupid money floating around. But that doesn't come up on a bloomberg terminal.
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I didn't outperform the market. However, the Gibbons household had a good year with nice returns across our investments and significant progress towards our financial goals. I haven't figured out the weighted average, but here are the individual data points:

- 13.9% return on my company's PST plan
- 19.0% on my company's Roth 401K
- 17.5% on Mrs. Gibbon's 401K
- 19.0% on Mrs. Gibbons Roth IRA
- 22.85% on my ROTH IRA.

Each of these are heavily invested in index funds and/or target date funds. Not much in individual stocks, probably less than 1%.

I am not sure how to measure the return on our company stock options though.(without doing way more math than I care to these days lol - as an older engineer I've grown tired of doing math that is more informative than actionable.) That being said, we now make more each in year in maturing options than we do in base salary. We have 10 year option pipeline that grows each year as about 30% of my base pay comes as yearly options and about 15% for the Mrs. Each of our company stock has done quite well as of late.

We plan to retire in the next 5-10 years and will live the first 10 years solely off our passive incomes (options, rentals, and social security) quite comfortably without need to touch our nest egg. We are hoping this allows us to grow the nest egg to a point where we can pass along wealth to at least the next two generations of Gibbon's descendants. Our hope is this financial freedom will allow them to choose a path where they never need to work for a soul crushing company such as INITECH.
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