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
2025-04-25 9.16 35.07 11.59 28.49
2025-04-24 9.14 34.55 11.59 28.46
Daily Change 0.22%1.51%0%0.11%
Month to Date 0%0%0%0%
Year to Date 0.99%-8.98%-12.33%10.21%
Fidelity
Date FCBFX FOCPX FDVLX FWWFX
2025-04-25 10.47 18.98 12.32 31.78
2025-04-24 10.43 18.76 12.35 31.67
Daily Change 0.38%1.17%-0.24%0.35%
Month to Date 0%0%0%0%
Year to Date 0.58%-11.6%-9.41%-8.68%
Vanguard
Date VBLAX VIGAX VSGAX VFSAX
2025-04-25 10.46 193.87 86.84 29.38
2025-04-24 10.39 191.02 86.65 29.47
Daily Change 0.67%1.49%0.22%-0.31%
Month to Date 0%0%0%0%
Year to Date 0.67%-8.21%-11.77%4.22%
MFC Coach