Accounts are Mostly Down This Quarter

I do summary of my account statuses at the end of every quarter.  I decided to take a peek at the expected results for the quarter ending 9/30/2026.  The accounts are mostly down from last quarter with a couple down for the year and one that is up.   I'm not worried...yet.

Here's why I'm not worried:

• Almost all the declines are due to falling principal values in bonds, CDs, and bonds funds.  
• Stocks, as a group, have advanced slightly since 6/30/2026.  The stock index funds and individual stocks have done well overall.  Some of my buy the dip stocks have advanced as much as 100% this quarter.
• Bonds, CDs and bond funds are expected to keep paying the same amount for interest and dividends.

At this point, I believe that inflation and interest rates will continue to go up, despite claims to the contrary from the Trump administration.  Thus, I expect the principal values for my bonds and bond mutual fund to keep dropping.

Oh well....

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This is not financial advice. Please consult a professional advisor.

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