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Old 01-13-2022, 08:28 PM   #521
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Our ROTH account gained 19.8%, largely equities. Our Traditional IRA came in at 6.44%, mostly bonds, but a handful of equities. Across the two, its roughly a 50/50 balanced portfolio.
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Old 01-14-2022, 01:55 PM   #522
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Quote:
Originally Posted by HawaiiShrimp View Post
2021 End of Year

The overall portfolio increased 47% in Total Balance.

$23.2M NW
Proud to say now that I actually know someone who is a ONE PERCENTER! Congrats and aloha.
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Old 01-14-2022, 05:07 PM   #523
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Quote:
Originally Posted by HawaiiShrimp View Post
2021 End of Year

The overall portfolio increased 47% in Total Balance.

$23.2M NW
I could do that if my deposits were 46%.

Please share your big gainer.
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Old 01-16-2022, 07:15 PM   #524
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17.38%

Essentially 65/35 allocation during the year. Moving down a little now.
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Old 01-16-2022, 10:01 PM   #525
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17.38%

Essentially 65/35 allocation during the year. Moving down a little now.

Almost identical AA and gain here.
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