Family Trading Desk Update

As the year winds down, I took a moment to reflect on an earlier post about the trading desks of big oil companies. That inspired me to review how my own “family trading desk” has performed over the past twelve months.

Looking at the numbers, I’m glad to report that my portfolio is holding its own, sitting just above the Vanguard S&P 500 index. While that’s a small victory, there’s still a lot of room for improvement.

The preliminary gross income from trading this year represents about 1.46% of our family revenues—a modest contribution, but still far short of my ambitious 20% goal.

While the journey hasn’t been without its challenges, it’s a good reminder that steady progress and disciplined strategies are key in the world of trading. Here’s to refining the approach and aiming higher in 2025!