This is my trading account and all my accounts together returned 25%. While the returns are great, they are in spite of my many mistakes:
- Closing $SLV around $45 a big mistake, that would have pushed overall performance by another 10%;
- Closing $NVDA after deepseek; I have severely underestimated AI investment cycle, and not only closed $NVDA but stayed out of entire AI trade; hoping for an entry; This is even more unforgivable given how much I was bullish on AI.
- Closed many of the AI software trades for 5% to 10% post April
- Closing $GOOGL at $200
- …
It is amazing how many countless mistakes one can make and still earn good returns. This is what bull market does, makes you think you are a genius. No, you are not, you are just lucky.
Hoping 2026 I will reduce my mistakes, be patient with my winners and have more conviction on my thesis.
Wishing you all a great 2026. May 2026 bring peace, happiness, and a great health.