Well here we are at the end of another dreadful month. Had too many of these kinds of months this year. October didn't start to bad but finishing horribly for me.
I'm trying something different for the finish of the year. I plan to post results on M* as usual and also Armchairinvesting and Mutual Fund observer. While we all know the downside of M* discussion forum (such as unable to edit post or easily get to the last page of a thread/topic) we don't know the downside of the other forums. Armchairinvesting doesn't automatically give one notifications of post to a thread/topic or allow ability of to selectively remove oneself from notifications for a thread/topic. I have created an ID for Mutual Fund Observer but have not attempted a post there yet.
So get your results in at the end of today's close. Feel free to post on one or all three. If nothing else its giving me something to do. I am so bored with our self isolation. When will it ever end?
Rich
Comments
Fund Price Shrs Total
IRA
FBSOX $80.35 1490.922 $119,795.56
FSCSX $23.68 6911.407 $163,662.12
FSMEX $70.07 894.361 $62,667.84
FSRPX $20.51 2626.641 $53,872.40
FSPTX $25.95 7730.426 $200,604.55
FSPHX $31.05 1788.444 $55,531.20
FOCPX $15.08 9010.463 $135,877.78
Taxable
FNCMX $137.78 1664.039 $229,271.33
FBGRX $139.35 1368.101 $190,644.87
cash 0 0 $0.00
Total ----- ----- $1,211,927.65
YTD 21.19%
MTD -3.37%
Copying my spreadsheet as with M* and ACI this took about 4% of editing as on M* where ACI took about 5% of M* time.
Rich
Taxable: PTIAX -.02 cents, or -0.09% ........... YTD: +3.34%
IRAs:
Bruce BRUFX: -$3.39 or -0.57% YTD -0.11%
PRWCX -.02 cents or -0.06% +6.57%
PRSNX -.01 cent or -0.09% +4.51%
PRIDX -$1.02 or -1.26% +16.54
PRDSX -.45 cents or -1.09% +2.87%
RPSIX -.02 cents or -0.16% +0.11%
Way too much work to do weekly or monthly performance. The lot of them are down quite a bit, just since last week or so. Covid raging, earnings, other junk?
Stay Safe, Derf
Rich
Portfolio summary
20,000 shares of FUAMX. $237,800.
2,000. IGOV. $105,940.
10,000. SGOL. $180,500.
7,000 SGGDX $183,960.
1,500. FSUTX. $131,985.
10,000. FLOWX. $120,700.
Cash. FDLXX $ 91,576.75
Total. $1,052,461.75
John
PIMIX----- $212,055-----19.7%
TMSRX-----212,985-----19.8
TSIIX-----218,534-----20.4
VLAIX-----429,919-----40.1
Total----- $1,073,493-----100.0%
Fred
I'll run with this portfolio, pre-retiree, conservative, I hope that is is ok that I post after mkt opens on 1st trading day of the month...
VLSIX, KAR Long/Short, $150,000, 15%
TGUNX, TCW New America, $25,000, 2.5%
ARTTX, Artisan Focus, $25,000, 2.5%
ROSOX, Rondure Overseas, $50,000, 5%
IQDAX, Q Infinity, $350,000, 35%
TMSRX, T Rowe Price Multi Strat Tot Return, $50,000, 5%
ARBIX, Absolute Convert Arbitrage, $50,000, 5%
FPFIX, FPA Flex Fixed Income, $100,000, 10%
BIL, T Bill, 1-3 months, $200,000, 20%
Good Luck and Good Health to all,
Baseball_Fan
Cannot seem to add an image from my computer. Drop and drag only puts the address of the image.
Seems to only take image from a a site such as drop box. Both M* and Armchair Investing allow the image from my computer. While I work on this you can see the results on those two sites.
Good luck in the final two months!
Rich
ARBIX----- $215,747----- 19.4%
FGDFX------ 122,431----- 11.0
PIMIX------- 217,673----- 19.5
TSIIX------- 222,628----- 20.0
VLAIX------ 335,054------ 30.1
TOTAL-- $1,113,533---- 100.0%
Fred