We are at 9.48% with a tilt (25%) on tech and financials (19%). I am getting a little nervous about the quick rise it the tech sector and will be rebalancing the gains.
Well we were at about 11% YTD but $40,000 worth of Endocyte has now turned into $120,000 which puts us around 17% YTD. I will know more later in the week but definitely feeling, what is the word? WhEEEE!
Wow, it's month-end reporting time already. Time flies fast when one is having fun.
I looked back at my earlier posts, and the numbers were as follows.
1/31: 2.40%
2/10: 3.64%
2/15: 4.30%
2/21: 5.30%
2/28: 5.00%
3/01: 6.10%
3/31: 5.49%
6/30: 7.90%
7/29: 11.3%
8/31: 13.40%
Another month, another higher watermark for the portfolio. Would have been even better, if it were not for the call options that caused me to "lose" some good stocks at below current market values.
9/30: 15.5% YTD...
10.64% YTD Let the good times roll!
Slightly better than my benchmark which is 10.53% YTD.
10/31/17 | 12.10% |
09/30/17 | 10.86% |
08/31/17 | 9.53% |
07/31/17 | 9.16% |
06/30/17 | 7.45% |
05/31/17 | 6.89% |
04/30/17 | 5.59% |
03/31/17 | 4.53% |
02/28/17 | 3.82% |
01/31/17 | 1.78% |
I am slightly trailing you at 10.35% YTD but up another 1.35% from the last month.
YTD Sep 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)
401(k) Personalized Rate of Return is 21.0%. Still can't slow it down. Even the 50/50 balanced component is out all night partying!
- 8.80% YTD Weighted Performance overall for the whole pie.
From 01/01/2017 to 09/29/2017
- 8.55% American Funds American Balanced R6 Fund
- 24.84% American Funds New World R6 Fund
Found an error in last month's numbers... should have been 10.86% rather than 10.64%.
YTD through 10/31 = 12.10% Benchmark is at 11.87%
For 2017 so far:
10/31/17 12.10% 09/30/17 10.86% 08/31/17 9.53% 07/31/17 9.16% 06/30/17 7.45% 05/31/17 6.89% 04/30/17 5.59% 03/31/17 4.53% 02/28/17 3.82% 01/31/17 1.78%
I like the pattern... let's keep it up.