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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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The Linkster's Mutual Performance Update

FYI: The five fund average return YTD= 9.012%
MSOPX: 15.39%
TRBCX: 14.61%
QQQ: 12.63%
IVV: 4.64%
PONCX: (-1.61)%


  • edited June 2018
    Pretty aggressive portfolio there, Ted ! I would be downing a case of Rolaids every week with that. Glad it has worked out for you.
  • Are you evenly invested among the 5 funds? If not, that will affect your actual YTD return...obviously.
  • edited June 2018
    How about cash? Most portfolios have some of it! I'm currently at about 15% cash.
  • @Old-Skeet: Cash .45%
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