YTD: 7.23%
When we had the drop in December, I finally switched out a chunk of my Wellington for SP500 index. I've been thinking about it for a while as I felt I was being way too conservative given my situation, and needed to update the asset mix so when it dropped it seemed like the perfect time.
When we had the drop in December, I finally switched out a chunk of my Wellington for SP500 index. I've been thinking about it for a while as I felt I was being way too conservative given my situation, and needed to update the asset mix so when it dropped it seemed like the perfect time.