Good question. Maybe when one knows they are losing significant capital without doing the arithmetic?When does it first start to become meaningful?
Up 5.73%. I have a heavy allocation to international, so I don't always track the main US indices. Last year I significantly lagged the US market returns. 100% equities other than a year or two sitting in cash or short term bonds.
I also got sort of lucky by following my rebalancing strategy and moving $ from REITs to international investments at nearly the perfect time.
The thread title is "Are you up or down as of 6/30 for the year?"
6/30 is so passé now. A lot has changed in the few trading days since then.
No kidding! Quite a downdraft there. S&P went negative for the year yesterday.