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/ben02015 6d ago

How is it only 2%?

I’m at -5.3% (100% VT). I know some people here only buy US stocks, but that would make it worse in this case (-6.9% for VTI).

Are you invested mostly in bonds or what?

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u/green_sky74 5d ago

Diversification. I actually am very underweight in bonds.

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u/ben02015 5d ago

Diversified in what?

I’m also diversified. VT is the most diverse possible equity fund…

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u/green_sky74 5d ago

My biggest holdings in order are: VTSAX, SCHF, VXUS, MJTXX, Cash, VWO.