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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder11/3/2025 2:11:01 PM
2 Recommendations

Recommended By
Markbn
weathersystems

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Earlier today over on SA, I mentioned that regular DGI stocks are really holding back the performance of the younger folk growth portfolios.

Check this out.

Individual - TOD
ROTH IRA
Total

... 1 Month ..... 3 Months ....... YTD ........... 1 Year .......... 3 Year
+6.27%+11.17%+33.92%+36.63%------+106.35% Aug-31-2023
+5.48%+8.99%+13.22%+19.22%------+46.44% Aug-31-2023
+4.21%+9.37%+21.71%+24.82%+88.20%----+88.20% Nov-01-2022


The top line is the Growth aspect of the portfolio, middle line the DGI holdings, the bottom line is the total.

S&P 500 is up +17.52% YTD.
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