For the most part, 2023 has been a fantastic year for many investors. I thought it would be interesting to share a crucial chapter of my investment journey: My Year-to-Date (YTD) 2023 performance review of my portfolio. Today, we’ll take a closer look at how my investments have been made throughout this year, the lessons we can take away as well as what lies ahead.
The Indexes Performance (Year–to–Date Performance)
Let’s first take a look at how the indexes have performed YTD!
Source:
Google Finance
Out of the 3 indexes, the Nasdaq 100 has severely outperformed the S&P 500 and the Dow Jones Industrial Average with over 30+% returns YTD!
Overview of my Portfolio (Year-to-Date Performance)
Source: IBKR Reports
The Key Statistics are as follows:
- Cumulative Return: 30.63%
- Last 5 Days Return: 1.45%
- Last 10 Days Return: 1.67%
- Best Day Return: 4.56%
- Worst Day Return: -3.21%
Source: IBKR Reports
Here are some of my top holdings:
- Alibaba
- Meta
- Adobe
- Veeva Systems
- Alphabet
...