My Bottom 5 Investments By ROI (Current Holdings)
So, I looked at my best-performing investments. I might as well look at the worst-performing ones.
For the purposes of this exercise, I’m going to ignore things I bought recently. It’s unfair to buy something last week and then call a 0% return among the worst I have.
#1. Yieldmax Tesla Option Income (TSLY)
I’ve written about the Yieldmax funds before. I suspect more than one will be on this list.
I am up 5% on this stock. However, it has fallen 26% and I have earned 31% in dividends. Kinda crazy if you look at it like that. I think it might be time to cut this one. I am profitable – barely. But I don’t believe in TSLA like I once did.
#2. Yieldmax Google Option Income (GOOY)
I’m up 9.8% on this. Almost all due to the dividends. This seems unfair. I am up 10% so far this year, and I can’t really complain about that. Maybe I haven’t owned it long enough?
#3. Yieldmax Facebook Option Income (FBY)
I’m up 11%. This is similar to Google, although Meta seems to have done well and then fell back.
It was doing a lot better in April. 🙂
#4. Pizza Pizza Royalty Corp (PZA)
I’ve owned this forever. I bought this in the early days of the pandemic. I thought it was a brilliant pick.
It was doing well, and now it’s stalled out. I might sell it.
#5. Vanguard Total World Index (VT)
I bought this because I believed I needed some international diversity. It was a bad idea to invest 100% of my portfolio in the USA stock market. I should also own stocks in Asia, Europe, the Middle East, and South America.
Well, that’s good for diversification and bad for return, I guess.
VT has returned a respectful 19% total return, but that makes it the fifth worst-performing stock in my portfolio.
I might have to consider reducing my international exposure. Currently, 31% of my portfolio is invested in Europe, the UK, the Middle East, India, and the “World,” and that’s probably a bit too much.
I’ll sell half of my VT and half of my other world holdings (VWCE) and put that into America somehow.
19% is respectable, I guess. My standards have gotten pretty high.
