Thursday, December 01, 2022 1:57:14 PM
Can there be some light starting to shine on my various portfolios?
My contributory IRA account:
A simple two component portfolio with a growth ETF and cash. I'm using a slightly modified
Twinvest for the monthly contributions here. So far, so good.
My 10 Stock Sandbox account:
Cash is now around 1/2 of what it was at the 2021 peak. Share inventory is at an all time high.
Note this account now has to pay out a required minimum distribution annually as it is an
IRA account. The graph reflects the distribution and is therefore slightly lower than it would
be otherwise.
My International "Style" ETF portfolio:
That's a nice uptick this month after over a year of slippery sliding on the International front.
Again, roughly half of the cash reserve has been used so far during this decline.
My US Sector ETF account:
There have been two months in a row of approximately 5% improvement in this account.
Again, about half of the peak reserve cash level has been spent during the decline to flesh
out the Equity holdings here. Recent activity has been some selling in the Energy ETF used
here.
The pictures could be prettier, but overall I don't think things are too bad. In general these
accounts are ahead of the major indexes for the last 11 months. The cash cushioned the
downside and provided the needed purchasing power to average down on the investments.
Best wishes,
OAG Tom
My contributory IRA account:
A simple two component portfolio with a growth ETF and cash. I'm using a slightly modified
Twinvest for the monthly contributions here. So far, so good.
My 10 Stock Sandbox account:
Cash is now around 1/2 of what it was at the 2021 peak. Share inventory is at an all time high.
Note this account now has to pay out a required minimum distribution annually as it is an
IRA account. The graph reflects the distribution and is therefore slightly lower than it would
be otherwise.
My International "Style" ETF portfolio:
That's a nice uptick this month after over a year of slippery sliding on the International front.
Again, roughly half of the cash reserve has been used so far during this decline.
My US Sector ETF account:
There have been two months in a row of approximately 5% improvement in this account.
Again, about half of the peak reserve cash level has been spent during the decline to flesh
out the Equity holdings here. Recent activity has been some selling in the Energy ETF used
here.
The pictures could be prettier, but overall I don't think things are too bad. In general these
accounts are ahead of the major indexes for the last 11 months. The cash cushioned the
downside and provided the needed purchasing power to average down on the investments.
Best wishes,
OAG Tom
Buy from the Scared; Sell to the Greedy.....
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