It really isn't easy to beat the S&P500 which is why a fair amount of my funds go into VWRD and VUSD. Nevertheless, since I have some spare funds and ind investing 'interesting' and mentally stimulating, I persist in doing a little bit of stock-picking.
I started off 2026 ahead of the S&P but started losing ground when the S&P500 rallied hard in May (the opposite of "sell in May and go away" happened this year), but I just managed to squeak past in July.
On an absolute return basis, I would be totally thrilled if I somehow manage 10% in 2026 as that would be a huge gain (though less than the $1m+ I made last year).
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