Portfolio Return as of 12/05/22:
2020: 25.65%
2021: 29.15%
YTD: +2.49% (SP500 -16.3%)

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.




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