i’m up: +29.77% ytd on a 100% equities portfolio / asset allocation (excluding rentals and future ss).
Traveling, so not a lot of time to update spreadsheets. Through 7/29:
July +1.0%
YTD +9.7%
YoY +6.4% (2022 July was +4.4%, one of the few up months last year)
Since high (12/31/21) -4.0%
Since 12/31/20 +7.3%
Since 12/31/19 +23.0%
Actual month end (July 23) would have been slightly higher (Monday 7/31/23 was an up market day).
Still under 40% equities, so not bad given allocation.
August -1.7%
YTD +7.9%
YoY +6.9%
Since high (12/31/21) -5.6%
Since 12/31/20 +5.7%
Since 12/31/19 +20.9%
I continue to "bleed" cash for house projects and other BTD which impact included in the above. Equity allocation similar to prior month.