September 2021 Results, and October 2021 Investments
September was no bueno!
August was a very good month for the markets, however, September was even worse. I am personally down 5.14% for the month of September, and my YTD returns now stand at 14.49%. For comparison, the S&P is down 4.65% for the month, and up 15.93% for the year.
There was a lot of volatility and an obvious downward bias this past month. In September we have seen the 2nd largest drawdown of the year, I am not expecting but would not be surprised for more drawdown to come in October, even with all the stimulus money. I am hoping for a Santa Claus rally toward the end of the year.
October Investment Changes:
There are changes to the Triad and Russell strategies for October. Triad goes out of both Gold and Russell Mid-Cap Value, and the Russell strategies exit Russell 1000 in favor of Russell Mid-Cap Growth.
See the October 2021 investments, September 2021 results, and link to the full reporting deck here.
August was a very good month for the markets, however, September was even worse. I am personally down 5.14% for the month of September, and my YTD returns now stand at 14.49%. For comparison, the S&P is down 4.65% for the month, and up 15.93% for the year.
There was a lot of volatility and an obvious downward bias this past month. In September we have seen the 2nd largest drawdown of the year, I am not expecting but would not be surprised for more drawdown to come in October, even with all the stimulus money. I am hoping for a Santa Claus rally toward the end of the year.
October Investment Changes:
There are changes to the Triad and Russell strategies for October. Triad goes out of both Gold and Russell Mid-Cap Value, and the Russell strategies exit Russell 1000 in favor of Russell Mid-Cap Growth.
See the October 2021 investments, September 2021 results, and link to the full reporting deck here.