YTD my 70/30 stock/bond retirement account is within 10 basis points of my 20/20/20/40 stock/bonds/gold/cash taxable portfolio (+8.9%).
No re-balancing required at this time.
Its been a remarkable year so far and I hope the trends continue.
2 Roads to Dublin
Moderator: Global Moderator
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buddtholomew
- Executive Member
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- Joined: Fri May 21, 2010 4:16 pm
Re: 2 Roads to Dublin
Bud,
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.
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buddtholomew
- Executive Member
- Posts: 2464
- Joined: Fri May 21, 2010 4:16 pm
Re: 2 Roads to Dublin
I include my emergency funds (cash, 20% of portfolio) in the total.greenv wrote:Bud,
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.