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2021 Portfolio Review
#16
One more image. Went to the Fidelity Performance Page and found this for my 2021 Returns. You'll notice how just plain "sucky" the Roth returns were for a longer-term where it included REITs and BDCs. That didn't bother me. I knew slow growth was a characteristic of those types of investments. But it is nice seeing the response once I switched that early this year.

The 3-year number for the Taxable account may not mean much; I believe it for the Roth. I originally had two accounts; one being labeled speculative. In early 2019 I had mystery withdrawals from my main account and ended up having to close it and put all the money into the spec account - by then I was no longer spec investing - so this didn't keep happening. You can read the details a little past halfway through this post: https://seekingalpha.com/instablog/48196...f-fidelity

I seriously thought about switching brokerages until, after calling around, I realized everyone did things this way. However it messed up tracking performance back before March, 2019 for my Taxable Account.

Anyway, on to the image:

   
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Messages In This Thread
2021 Portfolio Review - by cemanuel - 01-01-2022, 09:35 AM
RE: 2021 Portfolio Review - by cemanuel - 01-01-2022, 09:44 AM
RE: 2021 Portfolio Review - by fenders53 - 01-01-2022, 10:41 AM
RE: 2021 Portfolio Review - by cemanuel - 01-01-2022, 11:21 AM
RE: 2021 Portfolio Review - by cemanuel - 01-04-2022, 07:09 AM
RE: 2021 Portfolio Review - by ken-do-nim - 01-01-2022, 11:45 AM
RE: 2021 Portfolio Review - by cemanuel - 01-01-2022, 11:58 AM
RE: 2021 Portfolio Review - by fenders53 - 01-01-2022, 01:01 PM
RE: 2021 Portfolio Review - by cemanuel - 01-01-2022, 04:54 PM
RE: 2021 Portfolio Review - by ken-do-nim - 01-01-2022, 08:07 PM
RE: 2021 Portfolio Review - by fenders53 - 01-01-2022, 08:10 PM
RE: 2021 Portfolio Review - by fenders53 - 01-01-2022, 05:19 PM
RE: 2021 Portfolio Review - by cemanuel - 01-02-2022, 05:22 AM
RE: 2021 Portfolio Review - by ken-do-nim - 01-02-2022, 09:16 AM
RE: 2021 Portfolio Review - by cemanuel - 01-02-2022, 09:55 AM
RE: 2021 Portfolio Review - by fenders53 - 01-02-2022, 09:57 AM
RE: 2021 Portfolio Review - by cemanuel - 01-02-2022, 12:03 PM
RE: 2021 Portfolio Review - by rayray - 01-02-2022, 02:37 PM
RE: 2021 Portfolio Review - by fenders53 - 01-02-2022, 12:29 PM
RE: 2021 Portfolio Review - by cemanuel - 01-02-2022, 04:24 PM
RE: 2021 Portfolio Review - by rayray - 01-02-2022, 08:59 PM
RE: 2021 Portfolio Review - by cemanuel - 01-03-2022, 07:18 AM



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