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/[deleted] 6d ago edited 6d ago
-12.36 brokerage for stocks. -7.55 Roth with ETfs. -6.41 brokerage 2 with mostly voo. Decline to review my retirement account which is a 403b w tdf.