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Re: OldAIMGuy post# 47922

Thursday, 07/24/2025 9:17:26 AM

Thursday, July 24, 2025 9:17:26 AM

Post# of 48410
Here's what it looks like over a longer term.......................................

Date Range - 01/01/2023 to 07/24/2025
Portfolio Gain/Loss Percentage
US Business Sector ETFs 99.91% Success
International "Style" ETFs 93.19%
Tom's IRA 89.94%
Ultimate Buy/AIM portf 88.02%
Sandbox of 10 stocks 79.62%


Note: my IRA, Ultimate Buy/AIM and Sandbox portfolios all have required minimum distributions now which force some selling to rebalance those accounts after the RMDs. The "taxable" accounts don't have this issue and seem to do better.
Best wishes,
OAG

Buy from the Scared; Sell to the Greedy.....

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