Saturday, December 30, 2023

2023 annual performace

 Screenshot from account. 

My portfolio heavy in to Bonds.  TLT/TMF.. Monthly OOM call and their premiums.

Hoping for good return this year  ( if FED starts reducing interest rates)



Thursday, December 14, 2023

2023 retirement account composition

2023 is a mixed year. ( kind of little early to long term bonds.. both vanguard and TLT... both recovered  a lot.) need to see my luck in 2024. hopefully bond will give much needed returns to my account.

Stocks side, heavy in to energy and healthcare. ( both are duds in 2023.) now all bet in to 2024.

Cash is earning 4.7%.   GAS is looking attractive, will wait till the year end and may make a move.  




Saturday, December 09, 2023