Pretty much more of the same with some improvement in the right direction.
-2.88% YTD. Same ~32/66/2 AA.
32/66/2 AA for Jan-Jul on Portfolio Visualizer was -10.03% so I'm pretty happy with -2.88%
Interesting how the deltas vs the benchmark are swinging around... YTD July +7.15%, YTD June +8.80%, YTD May +7.49% vs benchmark.
I have a plan and trying to convince DH this is the best strategy for us and it is similar to your AA.
Could you share what 32% is: I'm guessing index funds
66% is: I'm guessing laddered treasuries
2% Cash
Is that about right? We're 65 this year. Right now we're 45/50/5. I'm asking how you have the 32% and 66% allocated. I don't like bond funds or individual bonds.
Edit: -11% YTD