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I was somewhat relieved to see that my YTD performance of -15.64 was generally in line with others with similar AA's. Misery loves company I guess........
59.6/39.6/0.8 Mostly passive indexing. 5% - 10% is more actively invested in individual stocks, preferred stocks, individual bonds and a few, in hindsight, bad ideas.
I've done a "mark to market" with our annual budget and have forecast a 15% increase over this year going forward. That concerns me more than the market pullback at this point. Markets seem to have always eventually recovered. Unanticipated increases in your spending level seem to hang in there forever.
59.6/39.6/0.8 Mostly passive indexing. 5% - 10% is more actively invested in individual stocks, preferred stocks, individual bonds and a few, in hindsight, bad ideas.
I've done a "mark to market" with our annual budget and have forecast a 15% increase over this year going forward. That concerns me more than the market pullback at this point. Markets seem to have always eventually recovered. Unanticipated increases in your spending level seem to hang in there forever.
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