Major Indexes (results from Morningstar): DOW +28.11, NASDAQ +28.24, S&P +21.83.
My Investing: Please view below the YTD results of the holding in my investment portfolio. My entire portfolio produced a +12.86% gain, which I consider very good since 30% was in bonds and 10% in cash. I've reinvested the extra 5% of my sideline cash in past 2 weeks to get to my desired allocations. I was hoping for a pullback to reinvest, but that never happened this year. You can view my current holdings and their allocations in my portfolio by clicking here, or look at the screenshot below.
My Trading: I only had a +2.8% gain from trading for fun this past year (45 ETF trades). Of course I would have liked more, but I trade as a hobby with money sitting in a money market fund in my settlement fund that makes just under 1% in dividends (5% of my investment portfolio). So anything over that 1% is a win for me, and it gives me something to do during the day!
All I have to say is what a wonderful year to be invested and watch my net worth increase year after year! I feel very good about my investments as they currently produce more than enough income from dividends and capital gains to supplement our retirement and I'm still able to re-invest some funds each year! Life is good!
“In the final month, December, we often find magic in other people, places and things. As the year comes to an end, open your heart and embrace whatever may come you way. Decide what you love and what you want to leave behind as you prepare to embark on a new year of life.” ~ Author Unknown
Where is the Santa Claus Rally, which is the last 5 trading days of December and first 2 trading days of January? The last 5 days of December ended up down slightly (see chart below). We'll have to see if we get an up tick on the first 2 days of January. Otherwise a down Santa Claus Rally usually means a market decline. This year closed out with lots of gains and I'll post my investment results tomorrow.
“Every situation in life is temporary. So, when life is good, make sure you enjoy and receive it fully. And when life is not so good, remember that it will not last forever and better days are on the way.” ~ Jenni Young
A good article about credit card interest and why it is so important to not carry a balance.
An article about the sad state of affairs of Americans in debt. Make 2018 the year you pay your debt off, or at least start to pay it off!
“The quality of any advice anybody has to offer has to be judged against the quality of life they actually lead.” ~ Douglas Adams
“The past does not equal the future.” ~ Tony Robbins
"Success is liking yourself, liking what you do, and liking how you do it." - Maya Angelou
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Disclaimer: Information on this website is to be used for educational purposes only. Information found here are personal opinions and not advice from a professional financial advisor or broker. All trading and investing comes with risk!