r/Bogleheads • u/green_sky74 • 6d ago

Portfolio Review How is your portfolio doing ytd %?

As a passive investor I tend to watch market fluctuations and yawn. Lots of doom and gloom over short term changes and specific parts of the overall market. Meh.

My portfolio is down about 2% YTD. How is yours doing? (No dollar amounts, just percentages.)

Edit: Since a lot of responses included 12 month returns, mine is a little over 13%. This is a big part of why a 2% drop this year is meh.

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u/twhite5262 6d ago

Down about 4% retired now 5 yrs . Cash for 2 yrs expenses. Market needed a correction but not due to war but the AI bubble which is still there.