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Challenging first half 2022

 
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Last Post by Lowell Herr 4 years ago
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Forum 1
 paul peterson
(@itar80pete)
Active Member
Joined: 4 years ago
Posts: 13
Topic starter July 4, 2022 11:53 AM  

The first half of the year has been difficult for investors, with even bonds going down significantly.  Many 70/30 retirement portfolios are down 15 to 20%. It would be helpful to see how the various portfolios discussed here have done in comparison.



   
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Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 766
July 4, 2022 1:45 PM  

Paul,

I can report on draw-downs from 12/31/2021 through 6/30/2022.  It will be approximate for a few portfolios as I don't have all dividends recorded for all portfolios, but that will not change thins all that much.  Give me some time to run the numbers.

Lowell



   
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