The Money Mustache Community
Learning, Sharing, and Teaching => Investor Alley => Topic started by: helfer on October 29, 2015, 07:48:45 AM
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7.83% average since 2013.
2013 - 28%
2014 - 3%
2015 - (-7.5%) so far
I've recently changed some of my higher expense ratio stocks into Prudential stock Index Z, trying to determine if everyone having a downturn or if I need to consider changing my investments further.
Thanks
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What date is this -7.5% number from? As of today the S&P 500 is up 1.39% year to date, but if you were looking at a statement from the end of September the S&P 500 was down almost 7% at that time.
Are you investing mostly in index funds? If not, consider changing that.
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The date was previous quarter, so that makes sense. I was not investing in index funds, have made changes to correct that.
Thanks
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2013: 27.02%
2014: 6.44%
2015: -4.88% (as of 9/30)
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I'm at 2.4% YTD
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down 5.30% from 01/01/2015-09/30/2015
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I just checked +.86% for 2015.
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Up 0.375% YTD. But I will have added $24K to it this year (over 50). YAY.