11.3% for a quarter is pretty good. 43% for the year including the Covid panic draw down in March is pretty amazing. More stimulus coming from the Dems will end up helping the economy short term, but the Biden tax plan on doubling corporate tax will lower profits by double digits and stall the market around 2022/23 until hope of republican gov return.
I met +14% for the year and totally stocked. I retire in 10 years so I am a bit on the conservative side. I plan to get a lot more conservative when the Pedo starts raising taxes. To prepare, I pulled money out of the market end of 2020 and reinvested in brick and mortar RE. Good Luck in 2021.
No funds for me. All individual equities. This is just my wifes Roth IRA. I moved everything from Fidelity to TD Ameritrade 3/30/2020 so that is why the year starts in March. And no, none of that gain was from contributions. I havent been able to contribute in a number of years. I manage my own Roth IRA as well as 3 accounts I trade out of daily. Beating the market handily isnt that difficult with proper risk management and a borderline sick obsession with everything market related. I sit in front of a wall of screens all day and have a great network of very experienced people to bounce ideas off of. Although ive been managing our IRAs for several years im only in my 3rd year as a fulltime trader. Lots to learn still!
A couple positions in that account had been in there for a while. I accumulated quite a bit of MAXR in the 9s and 10s late 2019 and into 2020 and sold most in the high 20s...now its currently $49. Cant dwell on those $$$$$ left on the table though...you'll go crazy.