Quicken says 8.73%. My portfolio's AA has drifted to 53/47 from a nominal 50/50 - a ways to the rebalance point since I use a 10% rebalance band.Slow day here too. My calculations show me at 7.3% for the year so far. I am around 50 stocks/40% bonds/7% alternatives & 3% cash.
One of the benchmarks I look at is the average of Wellesley and Wellington. I realize this comes somewhere close to 50% stocks and 50% bonds. As of yesterday my calculations show this to be 9.5%. I think it may be time to just take a significant portion of my portfolio and put in these 2 funds!
Bob
On Wellesley / Wellington Those 2 account for about 40% of liquid NW and I determined long ago that I would have been better off to invest everything in them and call it a day. But the "don't put all of tour eggs in one basket" admonition always stopped me.
In W/W case the one basket would be that they are both actively managed by the same firm with the attendant possible "group think" and that they select a fairly small subset of available investments (large cap dividend paying stocks and corporate bonds). These have worked beautifully in the past who knows going forward..