Dec 29, 2022Liked by The Rational Walk

Hi, Rational. Thanks for this report card. I did do it as you suggested, in Excel, though I didn't know how to use the formula you suggested. I esp. liked tracking what it would have been had I done nothing. Doing nothing, I would have lost 3.2% (-3.2%). Fiddling, I lost (-5.48%). That's better than the S&P, but not the direction I want to continue in.

I'm looking forward to do this going back to 2020, which is when I started making changes to an inherited portfolio.

I'm keeping in mind that this is learning process. And I'm doing a postmortem to learn by.

Thank you for all your sage wisdom,

Happy Holidays. :)

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Thanks for the shout out Rational Walk!

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