KCGeezer
Thinks s/he gets paid by the post
- Joined
- Jan 2, 2015
- Messages
- 1,539
Looks like my 12.6%. Not shabby for doing nothing except looking every once in a while. Beat my benchmark too!
You just knocking it out of the ball park, Brother. Lol Nice gains.Even while traveling I still check up on my stash. No reason not to, when you have access to fast Internet, and at night while resting from a day of walking.
Jan 31 YTD: 9.45%
Feb 28 YTD: 12.34%
Mar 29 YTD: 13.85%
April 30 YTD: 17.9%
Stock AA is down to 62% from 70%, due to call options on semiconductor stocks getting assigned. I might have sold too early, as I would have picked up more than another 1% if I did not sell these options. Oh well, greed may turn to fear in an instant.
You just knocking it out of the ball park, Brother. Lol Nice gains.
Was away on vacation, and missed end of April numbers.March 2019
- +10.75% Total Portfolio Value increase YTD
- +07.92% YTD Performance, total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
Nice end to 1st quarter of 2019.
8.84%. FSRPX continues to be my top performer.
May 2019Was away on vacation, and missed end of April numbers.
Mid-month progress is something like the following:
Mid-May 2019
- +12.52% Total Portfolio Value increase YTD (May)
- +08.54% YTD Performance (Mid-May), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
Been traveling so I'm a bit behind on some things. 10.56% YTD as of Apr 30 a bit behind the 10.93% of my benchmark VSMGX.
I snagged some 3.5% 5 year CDs this month for about 8-9% of my portfolio so those juicy 3.5%ers should help beridge the gap some.