Roast my portfolio

Discussion in 'Trading' started by M.T. Valencia, Feb 8, 2023.

  1. deaddog

    deaddog

    So I assume that with all your experience and the time and effort you spent getting licensed that you haven't been able to outperform a buy and hold SPY strategy.

    Not that it matters one way or the other. It's just a benchmark I use to determine if your time is well spent. Good luck with your portfolio.
     
    #21     Feb 12, 2023
  2. it seems you have account with IB. you could post the screen capture of your account performance over time against SPX by going to the Account link \ Portfolio \ Performance.
     
    #22     Feb 12, 2023
  3. Stonk list means nothing. Lets see your stonk positions.
     
    #23     Feb 13, 2023
  4. So I went back and checked my CRD and it is 4. SIE, 6, 63, 65. Not 6 so I wanted to set it straight. I've also have taken and passed state insurance licensing exams which technically aren't regulated by FINRA.
     
    #24     Feb 13, 2023
    newwurldmn likes this.
  5. with all due respect. i'm not the one who created this thread about "roast my portfolio." i got nothing to prove to you. u already got some freebies from me about how i generate my trading ideas and some example from my stonks list. what funny is you brag about all those finra exams u pass but from the stonk list you have, you seem like a mediocre trader at best. just like some of the traders i support who trade mbs, but have no ideas how to trade stonks (doesn't use any scanner, just word of mouth, no stop loss or risk management etc.)
     
    #25     Feb 13, 2023
  6. You are the one who wanted me to compare.
    My point is lets actually compare. But not a list, actual positions. I can create some off the wall list myself.
     
    #26     Feb 13, 2023
  7. u r correct. one shouldn't be comparing yourself with others. we should compare ourselves with ourselves. the question we should be asking is have you improve from last year or year after year?
     
    #27     Feb 14, 2023
    Nobert likes this.
  8. newwurldmn

    newwurldmn

    were you a broker or an investment advisor (like at Merrill lynch)?
     
    #28     Feb 14, 2023
  9. Both.. I was a dual-registered investment advisor.
     
    #29     Feb 14, 2023
    newwurldmn likes this.
  10. Here is how the portfolio has performed against SPY so far in 2023...
    upload_2023-2-15_22-2-53.png
     
    #30     Feb 15, 2023