Thru end of April up 20.6% on asset allocation now at 85/15.
I remember that you were heavy in energy stocks in the past (showing off my "excellent" memory here ).
If you still are, energy stocks have been doing well recently YTD. Oil was down to $30/barrel this time last year, and up to higher than $60 currently.
Like Street I also use the Money Chimp performance calculator.Silly question but how are you calculating your YTD returns? I can see what we have today vs what we had on 12/31/20 but how do I account for new money that has gone in or spending that has come out and come up with a figure for the return?
Ok, I'm really amazed anyone would remember that or even dig it out of the history. But yes, our portfolio return to date is strongly driven by our heavy investment in energy stocks. Of course last year, our return was hurt by them. So a good part of our high returns this year are due to the continued rebound of energy from last year. The other big impact on 2021 returns was that back in the 2020 correction we moved ~25% of our portfolio into equity funds. That money had been in bond funds before. So a larger part of our portfolio is enjoying the current bull run.
April 2021 pie increased 2.43%.Mar 31, 2021
Our 50/50 pie is now 2.84% larger YTD.
Portfolio gettin' portly.
Looks like everyone who is above 70% stocks is going to have to hack off about 1.5% today from their YTD.
This is true, but still at 11.3% YTD with 95% stocks. Not complaining in the least.
Looks like everyone who is above 70% stocks is going to have to hack off about 1.5% today from their YTD.