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
2025-06-13 9.14 39.56 12.42 30.65
2025-06-12 9.17 39.97 12.67 31.07
Daily Change -0.33%-1.03%-1.97%-1.35%
Month to Date 0.11%2.22%1.22%1.36%
Year to Date 0.77%2.67%-6.05%18.57%
Fidelity
Date FCBFX FOCPX FDVLX FWWFX
2025-06-13 10.51 20.99 13.2 34.77
2025-06-12 10.55 21.2 13.38 35.28
Daily Change -0.38%-0.99%-1.35%-1.45%
Month to Date 0.38%2.49%1.69%1.55%
Year to Date 0.96%-2.24%-2.94%-0.09%
Vanguard
Date VBLAX VIGAX VSGAX VFSAX
2025-06-13 10.31 215.34 93.96 32.3
2025-06-12 10.41 218.25 95.53 32.73
Daily Change -0.96%-1.33%-1.64%-1.31%
Month to Date 0.49%1.18%1.17%2.12%
Year to Date -0.77%1.95%-4.54%14.58%
MFC Coach