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Re: OldAIMGuy post# 42333

Friday, 09/29/2017 5:02:03 PM

Friday, September 29, 2017 5:02:03 PM

Post# of 47030
Personal accounts results:

Q3


UBA retirement account +2.64%
"Stocks" account +1.3%
Domestic US ETFs +2.8%
Income ETFs +0.85% (after income withdrawal)
Ex-US ETFs +4.22%


YTD


UBA Retirement account +8.43%
"Stocks" account +4.37%
Domestic US ETFs +10.21%
Income ETFs +4.24% (after income withdrawal)
Ex-US ETFs +17.89%


Not a bad year for V.I.E.W. overall. Portfolios with international exposure did the best. The "Stocks" portfolio is just ten company stocks and some have done well while others are currently out of favor, so mixed results.

My Ultimate Buy and AIM retirement account (UBA) is a mix of domestic, international and income components. It reflects some of each area in the composite returns on the Quarter and the YTD.

Best regards,

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