October 2025 in the books...and what a great month it was!
Stocks in my Roth - +76.03%
Roths Overall - +52.54%
Net Worth Overall - +29.11% (doesn't include house,cars etc)[ quote fixed by admin LadyGeek]November 2025 in the books...
Stocks in my Roth - +54.85%
Roths Overall - +39.76%
Net Worth Overall - +23.24% (doesn't include house,cars etc)
btw - 57.63% of my money is within 2 vested Roth IRA's completely tax free. The 42% outside the Roths is in FZDXX.
Now if Dec can just hold par... 8^)
December 2025 in the books...Happy New Year!
2025 Totals
Stocks in my Roth - +55.39%
Roths Overall - +40.23%
Net Worth Overall - +22.94% (doesn't include house,cars etc)
57.96% of my money is within 2 vested Roth IRA's completely tax free. The 42% outside the Roths is in FZDXX.
I am 56.96% Cash and 43.04% stock overall.
There was a bottom to top swing of 176.3k in my net worth over the course of the year and I settled at +96k to my networth.
Not bad for year 3 of retirement!
Now can 2026 hold serve?!
Nice start to the New Year - 2026
January is in the books
Stocks in my Roth - +9.53%
Roths Overall - +7.16%
Net Worth Overall - +4.94% (doesn't include house,cars etc)
Was even better until Friday took about 1/3rd of the gains back.... but that is the problem with a high beta Semi based portfolio. 8^)
Is there was an easy way to paste a snippet of an excel sheet here without losing formatting etc?
Statistics: Posted by mudd — Sun Feb 01, 2026 12:59 pm — Replies 5998 — Views 1183770