Prior year results
2018 46%
2019 60%
2020 78%
2021 79%
*Note that I pretty much finished 2021 at ATH, as I started pivoting to cash after a great Nov 2021. Which means my 2022 progress is also about how far off my ATH I am.
2022 (below are where port is YTD, and not the performance of the month by itself)
Jan -4.5%
Feb -1.2%
Mar +.09% (ok, call it 1%!)
Apr -10%
May -14%
June -17.5%
Blah.
“Remember when” vibes for when I was flat at end of March. Oh well.
What happened this month? I can barely remember, and just not motivated to validate, but it was something like fact that I didn’t time bear market rallies very well. I either got in too soon, and then didn’t ride them long enough.
So the hole got a little deeper. Ugh.
90% cash.
Still waiting for the bottom and pretty sure this ain’t it.
Too exhausted from work/life to comment more, but still like the same companies and I want to buy them. Eventually.
Dreamer