Losing 5% Was Best You Could Do in Stocks and Bonds This Quarter-Bloomberg

[Luvtoride]

https://finance.yahoo.com/news/losing-5-best-could-stocks-201550014.html

Not a great quarter…my main retirement portfolio was down 6.1% in the 1st quarter.[emoji2371]

 

[Winemaker]

Well, on the bright side, I broke down and did some Roth conversions when the parket was down this quarter.

Down. 4.1%.

 

[Dtail]

Down 1.71%. No bond exposure with 47% equities.

 

[Luvtoride]

Down 1.71%. No bond exposure with 47% equities.

Dtail, no bonds so the balance of your portfolio is cash and equivalents?

 

[Dtail]

Dtail, no bonds so the balance of your portfolio is cash and equivalents?

The 53% consists of the following:
Stable Value 27% 2.97% net yield
CD's 23% 3.20% avg yield
Cash 3% 0.50% yield

 

[donheff]

The article actually says a 60/40 portfolio dropped 4.6%, so a little better than 5%. I'm right in there this morning.

 

[aja8888]

Up 1.75% due to energy ETF and some energy stocks.

 

[Montecfo]

Maybe this is true for indexers.

I'm even, with most of bond allocation in CDs, savings and low duration, plus oils I began buying in March 2021.

 

[Ready-4-ER-at-14]

I was up 0. 09% YTD. But very happy with that as have drawn money monthly, prepaid taxes for 1st quarter. Converted and paid taxes for all planned conversions to roth this year.
Had 25% cash, 9% RE and 18% annuities (value discounted to zero with projected last to die although some have cash value). Rest roughly divided between stock and fixed income.

 

[Gumby]

Down about 3.6% for the quarter.

 

[FLSUnFIRE]

My liquid NW decreased by 5.5% from the beginning of the year, about .7% of that was spent. I didn't notice though... too busy living life!

 

[timbervest]

Me down about -5.2% for the quarter. I don't worry.

 

[HenryD]

Investment balance down 4.8%, but NW up 1.2%. My model predicts hitting my number on May 23, 2024. Not sure what time that day, lol.

 

[grasshopper]

Well, well, my portfolio total was down -2.9% YTD, Vanguard says my bond position in my portfolio was down -2.87 YTD. Even-steven