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Old 04-27-2008, 02:20 PM
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disneysteve disneysteve is offline
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Default Portfolio finally positive YTD

It's about time. I just updated our spreadsheet and our portfolio is finally in positive territory year to date. Actually, it was positive by $129.56 when I last checked on 4/18. As of today, it is positive by $3,204.14 which is a more substantial margin. The market has recovered some which has helped a lot. At one point, we were down over $20,000 so there's been a nice recovery. Just hope it continues in this direction moving forward.
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Old 04-27-2008, 04:36 PM
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what is asset allocation?
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Old 04-27-2008, 06:15 PM
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That's great. I am still down about 3.5% in retirement accounst for the year. I also have a decent amount in individual stock and that is up about 2% YTD. The problem is when I look back to Sept/Oct of '07 and still see a significant decilne from the highs then.
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Old 04-27-2008, 07:40 PM
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Quote:
Originally Posted by jIM_Ohio View Post
what is asset allocation?
Did your twins hack your account? I figure they'd be geniuses, but I had no idea....
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Old 04-27-2008, 10:51 PM
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I don't know if we will continue this uptrend. Based off the short term past, I would wager that the markets do a rollercoaster but show little gain.
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