End of March results. Ouch! Boris ain't gonna like this!
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This isn't the fun I expected by investing.
I don't know what input you use for closing prices, but at least your QQQ closing price should be $190.40 instead of $188.27 you reported. Best, KM"
Thanks, those prices are exported from M* port and indeed QQQ is showing after hours price for QQQ. I will double check all for closing prices with Yahoo! and edit as needed.
*I gained $46 TMUS was a little high and QQQ was a little low.
Hi Ross and others,
I have been observing lately that M* closing prices are often "not right" especially during weekdays. I use "finance.yahoo.com" as well as fidelity.com to verify closing prices. Since M* reported closing price of TQQQ today (3/31) was different from the price reported by Yahoo, I checked the M* reported price of QQQ and found out it was "not correct". Best, KM
As of 3/31/20, my conservative "Retirement Portfolio" had a total balance of $1,012,746.78, or a YTD total return of 1.27%.
The portfolio is currently fully invested in VUSXX, a Treasury MM fund.
1 April 2020
with monthly distributions added to cash,
cash (FDLXX) $403,633.89
10,000 shares of SGOL $151,500.
20,000 FUMBX $218,000.
20,000 FUAMX $240,200.
With proceeds from MM fund, purchased the following:
17,937.219 shares of FSTGX @ $11.15 per share
7,209.805 " GIBLX @ $27.74 "
19,455.252 " TGLMX @ $10.28 "
18,484.288 " VFIIX @ $10.82 "
VUSXX (MM) balance is $212,746.78.
Glad to see Fred and John still have there heads above water. I'm going ahead and posting the results although I still have not heard from Ron (oppe99). I will update if I hear from him.
Click on image to enlarge.
Can April bring any relief? I have my doubts.
edit: added Ron's results
Bought 1,357.272 shares DBB at $12.35 for $16,762.31. Cash $0
I find it hard to believe that the market will be up today going into a three day weekend, but my Boris port is positive again at $1,005,953.04. Cool.