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Category: Performance

Intra Year Performance

Posted on August 20, 2025January 4, 2026 by tplowe3

Total return 6 Months Total return 3 Months Total return 1 Month

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Long Term Performance

Posted on August 12, 2025December 31, 2025 by tplowe3

Total Return – Since June 2018 Total Return – 5 Year Total Return – 2 Year

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Short Term Performance

Posted on July 31, 2025December 31, 2025 by tplowe3

Total return since 1/1/2024 Total return 1 Year Total return YTD

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Recent Posts

  • ETF’s – Set it & Forget it.
  • Schwab – Portfolio Performance Tab
  • The Dividend Trap
  • USAC – for the long haul?
  • Gold – Apple analysis 10.22.25

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