04-05-2022, 06:12 AM
I stress quarter comparisons quite a bit as I am looking to manage cash in retirement that way. With the IRA in play dividends don't compare however I did take a look at balances for my Roth and Taxable Account - I did not for my IRA vs my 403b as I had that fortunate happening where I took things to cash about 10 days before I started making stock buys. I guess I should take some credit as I sold my MFs after seeing the January CPI report in February and thinking about the likely near-term market direction but the timing of the rollover was happenstance. Still, it saved me about 5% in that account and the market dropping right when I was buying also was lucky - for my investments anyway. Terrible in about every other way. I'm leaving the math alone there, it's not repeatable and has no future investment implications for me.
But in looking at my Roth and Taxable Account I can say nothing happened during Q1. My balance at the close of trading on 3/31/22 was $37.34 less than it was on December 31, 2021 for a 7-figure account. The epitome of, "nothing to see here, please move along."
I did reach an ATH the previous Tuesday but it had pulled back by the end of the month - after yesterday it was back above where it had been earlier but not to the level of the 29th.
But in looking at my Roth and Taxable Account I can say nothing happened during Q1. My balance at the close of trading on 3/31/22 was $37.34 less than it was on December 31, 2021 for a 7-figure account. The epitome of, "nothing to see here, please move along."
I did reach an ATH the previous Tuesday but it had pulled back by the end of the month - after yesterday it was back above where it had been earlier but not to the level of the 29th.