slowsaver
Recycles dryer sheets
+13.55% @ 50% US Stock (7% REIT), 20% Foreign Stock, 30% Bonds.
Only up half a point from October and finishing November YTD with 12.65% on the upside.
Date | YTD return |
12/29/17 | 14.55% |
11/30/17 | 13.77% |
10/31/17 | 12.27% |
09/30/17 | 10.95% |
08/31/17 | 9.56% |
07/31/17 | 9.17% |
06/30/17 | 7.47% |
05/31/17 | 6.89% |
04/30/17 | 5.60% |
03/31/17 | 4.54% |
02/28/17 | 3.82% |
01/31/17 | 1.78% |
I close out the year with 21.1% return.
AA is 70-73% stock, with the rest in cash with low yield like I-bonds.
Time weighted return of 18.02% inclusive of dividends, margin interest and brokerage fees.
View attachment 27482
SPX benchmark index was 21.8%, so returns lagged the passive index.
Overweight in energy names, which hurt performance and caused anxiety mid year as prices sagged during a bout of shale oil pessimism . The big tech names were the winners this year, of which I did hold AAPL as well as AMZN (partial year). But not enough to offset the poor performance in energy.
Of course no one can be dissatisfied with a 18% annual return.
And 2018 is another year starting on Tuesday, best luck to all.