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Portfolio finally positive YTD

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  • Portfolio finally positive YTD

    It's about time. I just updated our spreadsheet and our portfolio is finally in positive territory year to date. Actually, it was positive by $129.56 when I last checked on 4/18. As of today, it is positive by $3,204.14 which is a more substantial margin. The market has recovered some which has helped a lot. At one point, we were down over $20,000 so there's been a nice recovery. Just hope it continues in this direction moving forward.
    Steve

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  • #2
    what is asset allocation?

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    • #3
      That's great. I am still down about 3.5% in retirement accounst for the year. I also have a decent amount in individual stock and that is up about 2% YTD. The problem is when I look back to Sept/Oct of '07 and still see a significant decilne from the highs then.

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      • #4
        Originally posted by jIM_Ohio View Post
        what is asset allocation?
        Did your twins hack your account? I figure they'd be geniuses, but I had no idea....

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        • #5
          I don't know if we will continue this uptrend. Based off the short term past, I would wager that the markets do a rollercoaster but show little gain.

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