June performance update
Hi folks, here with the key monthly numbers:
Prime: +4.34%
Select: +6.79%
SPY ETF: +6.81%
Bogleheads portfolio (80% VTI, 20% BND): +5.56%
Overall, a really strong month for both Prime and (especially) Select, with neither being far off the market’s average annual return in only one month’s time. But the market overall was on fire. Tough to keep pace with that, but I’m hopeful we experience a little more persistence than the tech stocks driving the overall market index. That depends a bit on your view of whether AI will live up to the hype. We’ll see.
