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2 Roads to Dublin

Posted: Tue Aug 09, 2016 5:19 pm
by buddtholomew
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.

Re: 2 Roads to Dublin

Posted: Wed Aug 10, 2016 4:37 pm
by greenv
Bud,
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.

Re: 2 Roads to Dublin

Posted: Wed Aug 10, 2016 4:49 pm
by buddtholomew
greenv wrote:Bud,
You got only 8.9%? HBPP is~!4% . I have a 25,25,25,25 portfolio and YTD is ~15%.
I include my emergency funds (cash, 20% of portfolio) in the total.