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Personal Finance and Investing

progree

(10,907 posts)

2. unless they were in an IRA or 401(k) or other tax-deferred or tax-free (Roth) account

Reply to question everything (Original post)

Wed Apr 1, 2020, 11:21 AM

Apr 2020

Last edited Wed Apr 1, 2020, 12:22 PM - Edit history (1)

But they generated taxable capital gains

Aside: S&P 500

2140 11/8/16 Election day close
2585 3/31/20 close (yesterday's close)
+21.8% since election day (5.73% average annual)

Though I expect the market to drop and drop and drop. It simply hasn't priced in what Cov19 is doing and will do to the economy.

As for the quarter:
3231 12/31/2019 close
2585 3/31/2020 close (yesterday)
-20.0%

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4 replies

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Highlight:

Took a deep breath and checked the end of the quarter. And the 50-50 paid off [View all] question everything Apr 2020 OP

I was 60% bonds and 40% cash before the virus crash at140 Apr 2020 #1

unless they were in an IRA or 401(k) or other tax-deferred or tax-free (Roth) account progree Apr 2020 #2

We pulled out of the market when orangealini became president, went 50/50 Canoe52 Apr 2020 #3

Being conservatively balanced and diversified has served us well Fiendish Thingy Apr 2020 #4

Latest Discussions»Culture Forums»Personal Finance and Investing»Took a deep breath and ch...»Reply #2