Another month, another bookkeeping entry.
Jan 31, YTD -4.18%, stock AA 78.0%
Feb 28, YTD -3.22%, stock AA 73.8%.
Mar 31, YTD -0.18%, stock AA 74.7%
I was in the black and up to 1.75% YTD 2 days ago, but it did not last.
...
I can't really report accurately until the first of the month, because I've got a good fraction of the portfolio that is priced daily, and not until long after the close...
Up 1.75% due to energy ETF and some energy stocks.
up +3.7% YTD.
Sold some energy holdings after run up so asset allocation is down to 62% equity /48% fixed asset.
Up 7.4% YTD due to being heavy energy which I have been paring down a bit recently -- now at 45% equities (down from 55%).