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Year-To-Date Performance Review 2023
By Learn To Invest  •  October 8, 2023
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:
  1. Alibaba
  2. Meta
  3. Adobe
  4. Veeva Systems
  5. Alphabet
...
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By Learn To Invest
Not an investment genius, but someone who is learning and sharing my findings on personal finance and investing. I have amassed my knowledge through internships, amazing mentors and books. I developed this blog to document my investment path and demonstrate to the general public that anyone can learn to manage and increase their own money with the right framework of investing and thinking. In that spirit, I intend to share my thoughts and opinions as open as possible in this blog. Because of familiarity and my knowledge with the SG companies, I began my investing in SG markets in 2019. I eventually expanded to invest in the Hong Kong and the United States markets.
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