Posts for 2024

Monthly Allocation

Are we in a Spooky Market?

Posted: October 31, 2024

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Monthly Allocation

Safe Harbor Surprise

Posted: September 30, 2024

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Monthly Allocation

Buy on Rumor, Sell on News

Posted: September 02, 2024

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Monthly Allocation

Keep a Wary Eye on the Horizon

Posted: July 31, 2024

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Monthly Allocation

Disruptors in the Next Six Months

Posted: June 30, 2024

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Monthly Allocation

Normalizing Uncertainty

Posted: June 02, 2024

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Monthly Allocation

May 2024

Posted: April 30, 2024

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Monthly Allocation

April 2024

Posted: March 31, 2024

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Monthly Allocation

March 2024

Posted: February 29, 2024

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Monthly Allocation

February 2024

Posted: January 31, 2024

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Monthly Allocation

January 2024

Posted: January 01, 2024

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MUTUAL FUND QUOTES

USAA
Date USIBX USAAX USCAX USIFX
2024-11-15 9.12 41.23 14.53 27.52
2024-11-14 9.12 42.09 14.75 27.63
Daily Change 0%-2.04%-1.49%-0.4%
Month to Date -0.65%4.35%4.46%-2.1%
Year to Date -0.72%29.09%9.58%5.89%
Fidelity
Date FCBFX FOCPX FDVLX FWWFX
2024-11-15 10.48 21.03 16.34 39.65
2024-11-14 10.49 21.56 16.42 40.11
Daily Change -0.1%-2.46%-0.49%-1.15%
Month to Date -0.66%2.64%3.61%1.69%
Year to Date 0.16%14.98%13.79%27.45%
Vanguard
Date VBLAX VIGAX VSGAX VFSAX
2024-11-15 10.62 204.73 98.58 28.88
2024-11-14 10.65 208.94 100.15 28.98
Daily Change -0.28%-2.01%-1.57%-0.35%
Month to Date -1.58%3.83%5.1%-2.6%
Year to Date -5.57%27.96%14.45%1.69%
MFC Coach