COcheesehead
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By the hair of my chinny chin chin, I hit a new all time portfolio high with yesterday’s market action. Lead by QLENX up 14% YTD
Awesome!!!By the hair of my chinny chin chin, I hit a new all time portfolio high with yesterday’s market action. Lead by QLENX up 14% YTD
I stopped watching any of the financial networks when I retired 5 years ago. I hate watching the national news at night, but my wife insists. I try and tune most of it out.Awesome!!!
When you listen to the news the sky is falling and it is doom and gloom. Very Interesting and markets aren't even close as far as numbers (DJIA) go and still things are booming.
This is a good gauge, thanks for sharing.Sort by YTD Return column.
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Lazy Portfolios
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You've probably had killer returns the last 5-10 years. Well done. I don't get too worried or excited about YTD returns ; I try to look at big picture and look back 5-10-15 years.3/1: -4%. Not surprised given the uncertainty. I sold enough at the top of the market and bought myself a fun little sports car. No regrets.
4/1: -7.2%. I ride lots of tech, so when there is a pullback I feel it compared to a lot of the folks in t-bills and bonds in this thread. But, I am not FIREd yet. Still accumulating for at least 7 more years.
YTD: 0.0%I had to all the way back to page 8 or 9 to find my prior month quote. Hopefully this thread will be more oriented now to reporting results.
The reality of my April was a whole lot of down and up and down and up to end up modestly lower.
YTD: -1.2%
April: -0.7%
March: -1.6%
February: +0.5%
January: +0.9%
YoY: +8.6%
Since 12/31/23: +09.7%
Since 12/31/22: +21.7%
Since 12/31/21: +09.1%
Since 12/31/20: +20.0%
Since 12/31/19: +36.5%
Life goes on. Now sitting 3% off of my all time high.
ETA: I haven't figured out my end of month asset allocation, but it should be fairly close to my 4/12 allocations: 40% equities (not counting precious metals miners), 49% fixed (mostly short term or inflation indexed, 441 day weighted maturity), 11% Precious metals/PM miners.
Absolutely! 10ytd = 175%You've probably had killer returns the last 5-10 years. Well done. I don't get too worried or excited about YTD returns ; I try to look at big picture and look back 5-10-15 years.
Yeah, my fixed income has soldiered on as usual and PMs have done very well YTD. Don't have a number, but definitely up for the year even though I took my RMD already.4.06% annualized YTD (XIRR)
6% domestic common stocks, 30% investment grade preferred stocks/baby bonds and 64% brokered CDs, Treasuries, TIPS, investment grade corporate bonds and money market funds.