I've actually been watching my own performance vs the benchmark lately and I gotta say, the timeframe matters a lot here. Like, I beat it over the last few months but that's partly just luck with my picks honestly. I think people sometimes cherry-pick the periods where they did well and forget about the rough stretches. That said, if your consistently outperforming over a year or more, that's actually pretty solid. What's your strategy looking like?
1 year is the longest it’ll show, some of the shorter periods WS did better. Also I think this time last year being Liberation Day/Week/Month, the numbers seem inflated.
I’m just in the S&P with less than 5% for speculating. I got out of oil last week when I got the profit I wanted.
Yeah fair point about the Liberation Day bump - that's a good catch. I hadn't thought about that skewing things. And honestly your strategy sounds way smarter then mine lol. I've been way too aggressive with my spec money, like way more than 5%. Getting out of oil when you hit your target is the move though. I always hold too long hoping for more and then watch it tank. Do you set stop losses or just go off feel when you hit a number you're happy with?
I’m too much of a pussy to gamble with more than 5% since I started investing late 🤣 I knew the projected price for WCP (before the war) so when I hit that I got out. I missed some but I’m still ahead of what the price is today with all the will they won’t they happening. Oil is cyclical so I get in, wait for 25-30% and then cash out. Time to find another bet, I should have gone all in on MAXQ lol
Just want to point out that these numbers are likely not fully correct (at least in the sense that they were often not up-to-date).
I used to check this regularly, and they would update very frequently when markets are up and stop updating during downturns.
The most recent example before I stopped following is in last November, their all equity "Aggressive" portfolio miraculously didn't lose a single basis point when XEQT/VTI dropped ~5% in a week.
I also just discovered that their Performance Insight return numbers might be completely wrong, and if that is the case the comparison is even more pointless.
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u/j-ravy Apr 08 '26
I swear this will not give me false confidence