Portfolio Reviews

August 2022 Portfolio Review

August was a tale of two halves: continued upward momentum from July in the first half of the month, then pivoting mid-August and sharply declining after the 26th. By month’s end: another terrible, bad, no good month for all portfolios. Stability continues to be the cleanest dirty shirt, though.

July 2022 Portfolio Review

Pretty impressive numbers for the month, in a partial bounce back after months of declines. Equities the big winners, with crypto surging too. Interestingly, though, is that even after a great month, all portfolios are still below their level at the start of June.

May 2022 Portfolio Review

Market declines continued in May, though a late rally saved returns from looking too bad. Less leveraged and non-leveraged Risk Parity portfolios continue to lead the pack, still occupying the top 4 spots overall, though the best portfolio this month was the Bogleheads 80/20.

April 2022 Portfolio Review

An absolutely horrible, terrible, no good month for investors of any stripe: stocks falling steadily, bonds in free fall, inflation high and rising. But if there is a bright side for RP, it’s that it did less badly than others, with RP portfolios occupying the top 4 spots for the month and overall.