Steve’s Portfolio Y.T.D. Q3 Report 2019
If this year-to-date performance holds up till the new year 2020, I will have the highest gross income in my life.
I have often said that my portfolio is boring. But I have one exception–10.5% return Year-to-Date–January 1st, 2019 to September 30, 2019. The only reason my portfolio is up is that I am broadly diversified in 33% stocks and 67% bonds. As you will see in the graphs and tables, my bonds went up almost 9% and my stock index funds went up almost 20%. Its been a good year for both stocks and bonds so far. It is not the end of the year yet.