REWahoo
Give me a museum and I'll fill it. (Picasso) Give
-0.7% YTD through 2Q
Jun 2020May 2020
-3.38% Total Portfolio Value YTD Change (50/45/5 target)
Benchmark Performance
-1.99% American Funds American Balanced (50/50) Class R-6 RLBGX
+5.03% Vanguard Total Bond Market Index Fund Admiral VBTLX
-5.56% Vanguard Total Stock Market Index Fund Admiral VTSAX
Jan +1.12%
Feb -6.18% due to COVID-19 fear
Mar -18.25% COVID-19 triggers 3 circuit breakers and 2TT+ in stimulus. This time IS different.
Apr -6.10% Back to Feb levels. Wasn't as fortunate as Lord Ackman and his 2.6BB short. The world has changed.
May +.82% my city burns around me by way of rioters, but hey the folio turned pos again
June +4.55% (revised) For some reason I feel like this is where it 'should' be? I anticipate slower growth in the next 2 quarters. Remember the Tariffs?
I'm similar, at -2.1% with AA target of 67/30/3. All-in, spend adjusted. I've done more rebalancing than usual because of the turmoil.-2.21% YTD as of June 30, 2020
AA : 67/27/6
Holding the cash for imminent buying opportunities/market declines?I suck, -2.4% too much cash doing very little.
Holding the cash for imminent buying opportunities/market declines?