1/31/2019 | 5.10% |
2/28/2019 | 7.02% |
3/31/2019 | 8.08% |
4/30/2019 | 10.56% |
5/31/2019 | 6.83% |
6/30/2019 | 11.34% |
7/31/2019 | 11.96% |
8/31/2019 | 11.00% |
9/30/2019 | 12.43% |
10/31/2019 | 14.03% |
Up 9.7%.
September 2019
Benchmark for managed 50/50 portfolio:
- +15.05% Total Portfolio Value increase YTD (30-Sep-2019)
- +10.73% Estimated YTD Performance (30-Sep-2019), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
- 50/50 American Funds American Balanced Fund 12.80%
Up 11.2%. Under performing the folks posting in this thread but convincing myself to be happy ...
Using moneychimp can someone explain what number of month's to use in formula, and explain why you use that number of month's to get YTD?
I will have to summit my gains in the morning, not everything in yet.
Not as stellar as others reporting so far but 16.9 according to the chimp on 60/30/10 AA. That’ll work.