KCGeezer
Thinks s/he gets paid by the post
- Joined
- Jan 2, 2015
- Messages
- 1,539
Down 7.5 on 58/36/6. Could be worse,, could be raining.
March 2020
-12.54% Total Portfolio Value YTD Change (50/45/5 target)
-11.58% American Funds American Balanced (50/50) Class R-6 RLBGX
+3.27% Vanguard Total Bond Market Index Fund Admiral VBTLX
-20.87% Vanguard Total Stock Market Index Fund Admiral VTSAX
-7.41% Vanguard Wellesley Income Fund Admiral VWIAX
-13.79% Vanguard Wellington Fund Admiral VWENX
The weather outside is Sunny with Clouds. Strong winds today after a week of rain.
Ugh turned to ugly... -18.96% through March 31.
XIRR -2.9%
Also down is our spending. We are still in the “Adventure before Dementia “ phase of retirement. We have canceled already booked trips to London, Cornwall, a Cruise and trip to the USA.
Down 6.58% vs 1-Jan-20
Currently 34/51/15 stocks/bonds/cash
Down approx 5.76162% YTD and 7.58726% off the high.
Did some buying 2 days ago, bad timing. Caused me to fall a full 2% between Thursday and Friday.
Bad market timing. Think I am going to stick with my current AA of approx 40/20/40. Cash just seems like a good idea with all the differing opinions of where this is all going to go in the next few months.
I wrote down the wrong fund in the post above, I am in T-Rowe Price Large cap growth PLCGX....it is up 5.67% YTD, and gave me a new all time high again. thrilled !