InvestorsHub Logo
Followers 65
Posts 40034
Boards Moderated 2
Alias Born 07/08/2002

Re: bar1080 post# 935

Thursday, 03/18/2021 5:34:11 PM

Thursday, March 18, 2021 5:34:11 PM

Post# of 964
I don't know how to convince you that my accounts are in good shape, and that I have a clue what I'm doing. I happen to be working on taxes today so I looked at performance in my Fidelity accounts. For 1 year-(rolling, I assume) they list

S&P 500® Index +31.29%
Dow Jones U.S. Total Stock Market Index +35.50%

My accounts for the same period

Brokerage acct +56.98%
IRA +42.36%

I expect the accounts in TDAMTD are similar.

As interest rates rise I will change some allocations- I know how to do that- I've been there before.

I obviously tolerate a much higher risk than you do. That's not necessarily a bad thing as long as I pay attention. And I have to pay attention daily because I also manage accounts for other family members and they would not be happy with me if their accounts lost money.

All PSEC holdings are quite small in comparison to other positions.


Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent PSEC News