Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.
- RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
- QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
- REZ – REAL ESTATE SECTOR EQUITIES +52.14%
- DON – U.S. MID CAP VALUE EQUITIES +37.02%
- RTM – MATERIALS SECTOR EQUITIES +36.43%
Many blessing to all of you in 2022.
The Deep Value ETF Accumulator (aka Micah)
