Posts for 2024

Monthly Allocation

Election Over, Investments Onward

Posted: December 01, 2024

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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
2025-03-28 9.2 34.74 12.01 27.93
2025-03-27 9.16 35.71 12.25 28.23
Daily Change 0.44%-2.72%-1.96%-1.06%
Month to Date 0%0%0%0%
Year to Date 1.43%-9.84%-9.15%8.05%
Fidelity
Date FCBFX FOCPX FDVLX FWWFX
2025-03-28 10.53 19.06 12.87 32.14
2025-03-27 10.48 19.59 13.11 32.74
Daily Change 0.48%-2.71%-1.83%-1.83%
Month to Date 0%0%0%0%
Year to Date 1.15%-11.22%-5.37%-7.64%
Vanguard
Date VBLAX VIGAX VSGAX VFSAX
2025-03-28 10.59 190.69 88.95 28.85
2025-03-27 10.48 195.87 90.92 29.21
Daily Change 1.05%-2.64%-2.17%-1.23%
Month to Date 0%0%0%0%
Year to Date 1.92%-9.72%-9.63%2.34%
MFC Coach