Markets....who's up and who's down at this point?
- Thread starter NPT
- Start date
About $20K down from just before the Trump Tariff Tornado (TTT) tanked the market. However, I dropped about $100K on paper immediately after TTT Day, so I've gained $80K back after the tariffs pause. Not worried. Absent another TTT Day I'm confident I'll have a full recovery, and the portfolio will continue to grow in the long-term.
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I'm down 2.1% on my 401K since it peaked on Feb 18
But the good news is that since the first of the year I am up 2.5% and better still, over 12 mo. I am up 13.5% (thanks Joe!)
But the good news is that since the first of the year I am up 2.5% and better still, over 12 mo. I am up 13.5% (thanks Joe!)
It's hard for me to figure how much I'm up because I move money around so much and have given a lot to our daughter. At Schwab, it says I'm up 2.63% since the first of the year but I know I've taken money out of some of the accounts.
I'm way past making any contributions.
Who do you use to research or maybe a better question is what is your favorite place?
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Most of the research is just studying rates of return and investment strategies of different mutual funds carried by investment companies for my current and past employees (Fidelity, mostly), on their websites. I also look at fund rankings by 3rd parties.I'm way past making any contributions.
Who do you use to research or maybe a better question is what is your favorite place?
Most every time I take a long look at it, the index funds surprise me. They are better than most, probably given their super-low fees.
I do try to balance index, aggressive growth, growth, a little income, and a little in foreign markets.
I have been underwhelmed by the performance of the "targeted retirement date" funds as they seem to be too risk-averse to my tastes. They assume that once you're 60 you don't want to risk losing a penny. I trust the 90+ year trend of inflation-beating market upside performance over all 10 year market periods
I'm down about 1% from my February high, which with the size of my holdings ain't much.
My guy moved me to index funds a year ago. Said they would perform about the same as what the managed funds had, and of course the fees would be less.
