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sschullo

Steve's Q1 Portfolio Report

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Hi,

Way late for this Q1 report which concludes March 31st. 

Less than 1.0% return for the first quarter, 2021. 

Enjoy,

Steve

Q1 2021 AA Pie chart.png

 

Q1 Portfolio Costs.png

Q1 2021 Returns.png

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Steve,

 Your  Total Stock Market fund 6.54% YTD is up 64% for the year. Unheard of. Amazing. I will have to figure out my returns and report back. Unfortunately I lost my Morningstar YTD tracker module. Went to check my return and it was gone. 

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Hi Tony,

I have been reading the huge gains in the last year. Its cherry picking the would of, could of, should of gotten in the market at the EXACT bottom of a major crash a year ago to record highs now. Useless information. I am quite happy with my 9.34% 2020 return and with the .87% return Q1. 

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After successive DOW and S&P record highs this year, my portfolio is up 3.3% after close of markets Friday May 7, 2021.

38/64 stock to bonds. Time to rebalance, again, to my original 30/70 AA plan.  I keep taking money out of stocks and it keeps growing back! 

 

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