Should I call myself retired...? Should I be?

What caught my attention about your portfolio is this:

1-Yr Return 0.67%

Something's wrong with that chart. According to PersonalCapital performance YTD is 11.86%. Per Brokerage Info, Returns for the total portfolio are
10.2% YTD,
4.45% 1-year,
7.03% 3-year
5.38% 5-year

M* portfolio functionality is majorly dysfunctional in my experience. Have to check that out and see what it's miscalculating or what data is missing for proper calc.
 
Last edited:
Back
Top Bottom