Ron's portfolio in retirement

[fenders53]

(06-07-2022, 11:17 AM)rnsmth Wrote: An Exchange yesterday on SA.  The first line from a friend

+++That's excellent to be down only 1.4%. I'm assuming that it may partly be attributable to being overweight in energy?+++

Yes, I think so on energy. It constitutes 21% of our portfolios.

Here are some YTD figures from SA - I am not sure if their quote pages are share price only, or Total Return.

EOG up 56.1%
PBA up 34.45%
KMI up 21%
ENB up 20.1%

We have two investment accounts, both IRAs. Kathy's (Account 2) is 70% of the total.

Account 1 - YTD -1.95%
Account 2 - YTD +4.78%
S&P 500 - YTD -12.76%
DJ* YTD - 14.11%

DJ is the Dow Jones US Total Stock Market Index.

By my reckoning that is, for the indexes, not very deep into correction territory and still a ways above bear market territory.

S&P has one been in official correction territory only a few days this entire time.  Russell 2000 is another matter.  Mid caps are not in a lot better shape. I think I read 70% of the Nasdaq is down at least 50%.  It's been a good year to be in dividend stocks for sure.