August, July, June, May, April performance update

Written By Stoney Point

A long overdue update after a busy summer…

Prime:

  • August: +4.04%

  • July: +10.41%

  • June: -7.29%

  • May: -2.41%

  • April: +0.98%

Select:

  • August: +2.28%

  • July: +5.91%

  • June: +0.37%

  • May: -4.46%

  • April: +2.53%

SPY ETF:

  • August: +2.35%

  • July: +0.27%

  • June: -0.88%

  • May: +4.88%

  • April: +9.90%

Bogleheads Portfolio (80% VTI + 20% BND):

  • August: +1.91%

  • July: -0.46%

  • June: -0.12%

  • May: +3.86%

  • April: +7.77%

Stoney Point http://www.stoneypointinvest.com
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