Portfolio Review – January 2019 – 2018 Portfolio Returns

Portfolio Review – January 2019 – 2018 Portfolio Returns

[This portfolio review about 2018 portfolio returns may contain affiliate links at no cost to you] Welcome to the first portfolio review of 2019! The new year is always a good time to look back and see how I did in 2018. My 2018 portfolio returns looked good until about October when the market started [...]

Portfolio Review – December 2018 – Negative Stock Returns

Portfolio Review – December 2018 – Negative Stock Returns

[This portfolio review about negative stock returns may contain affiliate links at no cost to you] Negative stock returns and volatility are at the forefront of the conversation lately. At the time of the last update, the monthly return for the S&P 500 was -3.62%. This month, we see an even bigger drop with a [...]

Portfolio Review – October 2018 – Rising Rates and Falling Stocks

Portfolio Review – October 2018 – Rising Rates and Falling Stocks

[This portfolio review about rising rates may contain affiliate links at no cost to you] Rising rates were the story this month as America's strong economy kept barreling on. That meant bad things for high dividend payers like REITs, bonds and some riskier assets like small caps. It may seem counter intuitive that a strong [...]

Portfolio Review – September 2018 – Domestic Stocks reign supreme

Portfolio Review – September 2018 – Domestic Stocks reign supreme

[This portfolio review about domestic stocks may contain affiliate links at no cost to you] Domestic stocks continue to kill it this year leaving everything else in the dust. That was no different this month as domestic stocks outperformed foreign equities again. The information below from Personal Capital shows what I'm talking about. Since the [...]

Portfolio Review – July 2018 – International Stock Market Struggles

Portfolio Review – July 2018 – International Stock Market Struggles

[This portfolio review about the international stock market may contain affiliate links at no cost to you] The international stock market hasn't been the best place for investors in the past few years. That trend has continued this year. It was especially clear this month as foreign stocks lagged domestic by quite a bit. That's [...]