Lucky - Even YTD

With today's rally, our investments are about even YTD, even though the market is still down about 4% 1.14% Our accounts got a small boost since I was buying stocks during the last down turn, during most of the month of March 2020.   Although numerous purchases were made before the bottom,  some are above the buy price.  As a result, we have a net gain for the buys made during the recent decline.

In hindsight, I bought too soon especially for energy stocks.  Next time I will wait for a larger decline, say 20%, before initiating significant purchases.

A second reason is the value of our brokered CDs, which behave like bonds,  have increased in value, since interest rates are falling.

For more on Reaping the Rewards, check back Fridays  for a new segment.

This is not financial nor investment advice. Please consult a professional advisor.

Copyright © 2020 Achievement Catalyst, LLC