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Posted on 7/11/18 at 8:48 am to Joshjrn
YTD - 5.6%
24% large cap growth
23% asset allocation
23% large cap value
21% small/mid/specialty
9% global/international
24% large cap growth
23% asset allocation
23% large cap value
21% small/mid/specialty
9% global/international
Posted on 7/12/18 at 2:39 pm to AnonymousTiger
1.2%, i'll take it but a bummer compared to 21% last year - but who didn't grow last year?
This post was edited on 7/12/18 at 5:56 pm
Posted on 7/12/18 at 3:26 pm to Gorilla Ball
24% YTD. My 401k has a brokerage option, so alot of this is attributed to AMZN, SQ & KEM. Other asset mix right now is between Domestic Defense, Banking, Technology and Energy. I need Int’l exposure so I’ll look to rebalance soon (usually do so quarterly, so I’m due).
Posted on 7/12/18 at 3:32 pm to TigeRoots
I’m up 12% for the last 12 months. That is the only return rate it will show me. Does this mean that I have a huge penis?
Posted on 7/13/18 at 9:45 am to JRock99
quote:
I’m up 12% for the last 12 months. That is the only return rate it will show me. Does this mean that I have a huge penis?
To give you some context, I'm up 15.9% 12mos and up 8.74% YTD. Last year was simply stronger than this year, so YTD returns are generally a bit lower.
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