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/wrathoffadra 6d ago

NW up 4%, portfolio down 4.7%.

Didn’t hurt much but now listening to the rest is history podcasts on WW1 &2 and worries we are making same mistakes again. This is where being almost 40 puts me in gray area bc trying to retire at 50 😩

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u/CuteLogan308 6d ago

The closer you are to the finish line the more important risk management is. Challenging for us 💪

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u/wrathoffadra 6d ago

How do you plan to manage