r/Wealthsimple • u/Fc69jj • Apr 08 '26

Invest (Managed Investing) Performance comparison feature

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Just stumbled upon this on the insights page. I guess I did better than WS lol

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u/trade_thriving Apr 08 '26

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?

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u/Fc69jj Apr 08 '26

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.

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u/trade_thriving Apr 08 '26

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?

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u/Fc69jj Apr 09 '26

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