Lawrencewendall
Full time employment: Posting here.
Ytd -12.20%
aa 78/22
aa 78/22
YTD = -19.30%
AA = 100% equities
I'm curious what makes up your 100% equities. These YTD figures for the indexes (S&P 500 and 'Total Market') are a fair bit better:
ERD50
I'm sure my equities are down about the same as everyone else. I'm mostly in VG Total Stock and Balanced. International Funds have really been a boat anchor over the years. I only bought them because I thought I was supposed to. They make up about 10% of the stock position.
A large percentage of my investment portolio is in farmland. This has appreciated dramatically in the past 2-3 years and at least 20% this year. I don't include that in my spread sheet because it's not for sale. It provides a nice, safe, steady, reliable source of income. But it will never be for sale, so I don't keep track of what it is worth.
Pretty much more of the same with some improvement in the right direction.
-2.88% YTD. Same ~34/64/2 [-]32/66/2[/-] AA.
32/66/2 AA for Jan-Jul on Portfolio Visualizer was -10.14 [-]10.03[/-]% so I'm pretty happy with -2.88%
Interesting how the deltas vs the benchmark are swinging around... YTD July +7.26 [-]7.15[/-]%, YTD June +8.80%, YTD May +7.49% vs benchmark.
ETA: found a formula error in my spreadsheet.
-9.21% ytd
aa. 55s/45b