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Not as bad as I thought.....
Old 02-01-2020, 04:41 PM   #1
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Not as bad as I thought.....

I pull all account balances the first of every month and plug them into a spreadsheet so I can track the growth of the portfolio. Of course after yesterday's DOW hit, I dreaded it, but it wasn't as bad as I thought. We are about a 50/50 AA and my one account with mostly bond funds actually increased over the January, and negated a lot of the other drops this week. Overall value only down $8k for the month. I was expecting worse. I guess that is how a "balanced portfolio" should work!?
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Old 02-01-2020, 05:11 PM   #2
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Quote:
Originally Posted by doneat54 View Post
I pull all account balances the first of every month and plug them into a spreadsheet so I can track the growth of the portfolio. Of course after yesterday's DOW hit, I dreaded it, but it wasn't as bad as I thought. We are about a 50/50 AA and my one account with mostly bond funds actually increased over the January, and negated a lot of the other drops this week. Overall value only down $8k for the month. I was expecting worse. I guess that is how a "balanced portfolio" should work!?


Yes, the hit on the marketís Friday were offset by the gains of AMZN in my portfolio. But who knows what Monday will bring.
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Old 02-01-2020, 05:54 PM   #3
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