Diana Richey: How My Investments Are Doing

Friday Recap

Diana Richey — Fri, 08 May 2026 21:15:52 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to May 1): 0.89%

vs. The S&P 500 Index: 7.88%

Thoughts for the Week:

My account balance is trending in the right direction, but it’s falling way behind the broader stock market. And while part of me wants to complain that this market is “crazy,” the reality is that my process isn’t working, and I’ve been selling things too early.

Upon reflection, I am finding that my investments are falling into one of three categories.

There are “core” holdings—things that I feel comfortable owning for years on end.
There are “satellite” holdings—things that I feel comfortable holding for a bit, but perhaps not forever.
And then there are “momentum” holdings—things that feel like hot potatoes (i.e., they can move up or down dramatically in a matter of days).

You’ll see these three categories reflected in the new chart below. My hope is that, by adopting this new “core-satellite” model—with a touch of momentum here and there—I’ll get better returns, steadier growth, and, frankly, less frenetic trading.

I am so grateful for your continued support.

The Market Outlook for this Coming Week:

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 01 May 2026 22:31:11 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to May 1): 0.49%

vs. The S&P 500 Index: 5.42%

My Internal Dialogue:

Oh boy. Where to start? Honestly, I am feeling a whole lot better about the process and the model. The Iran gyrations in the market were a big learning experience. Each time a trade doesn’t work out as expected, I go back to the model as it was on the day I made those buy and sell decisions. And I can see what I was thinking, what the numbers were telling me, and where I went wrong. The trades this week were a lot more successful, in part because the market is on fire, but also because I’m getting smarter about how I use the data. I’m disappointed that the performance numbers still look lackluster—the metals are still way down from where I bought them and my returns are lagging the S&P 500 significantly. But I’m hopeful that I’m refining a process that will help me navigate any market condition going forward. My new motto: you’re either winning or you’re learning.

The Market Outlook for this Coming Week:

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 24 Apr 2026 22:12:24 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to April 24): 0.20%

vs. The S&P 500 Index: 4.47%

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 17 Apr 2026 20:59:02 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to April 17): 0.31%

vs. The S&P 500 Index: 3.90%

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 10 Apr 2026 20:25:06 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to April 10): -0.04%

vs. The S&P 500 Index: -0.61%

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 03 Apr 2026 19:42:14 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to March 27): -0.26%

vs. The S&P 500 Index: -4.02%

Friday Recap

Diana Richey — Fri, 27 Mar 2026 21:10:54 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to March 27): -0.97%

vs. The S&P 500 Index: -7.14%

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 20 Mar 2026 21:01:33 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to March 20): -0.64%

vs. The S&P 500 Index: -5.13%

Friday Recap

Diana Richey — Fri, 13 Mar 2026 21:46:26 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to March 13): +0.93%

vs. The S&P 500 Index: -3.30%

Friday Recap

Diana Richey — Mon, 09 Mar 2026 20:45:24 GMT

I know that the trade emails can feel overwhelming. So every Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to March 9): 1.26%

vs. The S&P 500 Index: -0.91%

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 27 Feb 2026 21:41:05 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to Feb. 27): 2.14%

vs. The S&P 500 Index: 0.30%

Friday Recap

Diana Richey — Fri, 20 Feb 2026 21:33:48 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to Feb. 20): 2.94%

The investments currently inside my Roth IRA:

Friday Recap

Diana Richey — Fri, 13 Feb 2026 21:41:19 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to Feb. 13): 2.73%

Friday Recap

Diana Richey — Fri, 06 Feb 2026 22:28:02 GMT

I know that the trade emails can feel overwhelming. So each Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (Jan. 1 to Feb. 6): 3.02%

vs. the S&P 500 Index: 1.08%

Friday Recap

Diana Richey — Fri, 30 Jan 2026 22:11:37 GMT

I know that the trade emails can feel overwhelming. So every other Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (January 1 to January 30): 1.70%

Friday Recap

Diana Richey — Fri, 16 Jan 2026 22:06:42 GMT

I know that the trade emails can feel overwhelming. So every other Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.

Performance so far this year (January 1 to January 16): 4.56%

Friday Recap

Diana Richey — Fri, 02 Jan 2026 22:32:38 GMT

I know that the trade emails can feel overwhelming. So every other Friday, I like to take a step back and give you a snapshot of what’s inside my account right now.