September Ugh results:
September -2.7%
YTD: + 4.9%
YoY: +12.2% (improved only because Sept 22 was so awful)
Since high [12/31/21] -8.2%
Since 12/31/20 +2.8%
Since 12/31/19 +17.6%
Oct MTD. -1.09%
YTD. +3.6%
Update from three days ago after this week's run: YTD +6.2%
Up 6.39% YTD
98% equity
Exposure to small caps and to a lesser extent international continues to have me lag the S and P and NASDAQ