Portfolio Return as of 02/09/2023:
2020: 25.65%
2021: 29.15%
2022: -.019% (SP500 -18.01%)
YTD: +8.29

Friday, November 11, 2022

Stock and Bonds Down for Year, Even with Recent Rally

I guess my portfolio (13% Bond, 70% Stock and 17% Cash) isn't doing to badly, with a YTD return (including dividends) of 3%. About 25% of my stocks are either in, or were, in energy. I sold about half my holdings a few months ago and invested in income producing ETFs.




No comments:

Post a Comment

Thanks for the comment. Will get back to you as soon as convenient, if necessary.

Freddie Mac Mortgage Survey