Investing Update for July 21, 2023

by | Jul 22, 2023 | Uncategorized

My ETF portfolio had a small gain of 0.18% this past week. Year-to-date my portfolio is up 9.1%. It currently has a CAGR which is 4.06% higher than the 60/40 portfolio and has a weekly volatility that is 45% lower.


My ETF Allocations

For the first time in a long time, I now have an allocation to the energy ETF XLE.

My ETF Allocations