Weekend Report 4-09-21
Editor's note: This article is public for paid and free subscribers.
Included in this issue of The FIRE Letter:
- Market Wrap
- FIRE Portfolios YTD Return
- TSP Model YTD Return
- 401k Model YTD Return
- Benchmarks YTD Return
Market Wrap for the Week Ending Apr 9, 2021
The stock market had a nice week with large caps starting to take the lead over small caps. You may recall that mid and especially small cap stocks have been rallying for several months.
Overall, the S&P 500 was up 2.75% for the week.
FIRE Portfolios - YTD Return
- My FIRE mutual fund portfolio at Fidelity is up 14.15% YTD
- My FIRE ETF portfolio at Schwab is up 14.57% YTD
My FIRE portfolios are still beating the market so far this year, however Mr. Market closed the gap some this past week. The market experienced a pretty good week while my sector funds sort of tracked sideways this week.
TSP Model - YTD Return
My Thrift Savings Plan (TSP) Model is up 10.66% YTD.
401k Model - YTD Return
- My generic 401k Model is up 10.36% YTD.
- My PPSF 401k Model is up 8.94% YTD.
Benchmark Stock Market Indices - YTD Return
- The S&P 500 (Vanguard fund VFINX) is up 10.36% YTD
- The Dow Jones Industrial Average (State Street ETF DIA) is up 10.97% YTD
Thanks for reading! Best regards,
Mike Bishop
Editor, The FIRE Letter
Disclaimer: All strategies including recommended trades published here are for educational and informational purposes only. They are not recommended for any specific individual, business, or other legal entity. I don’t know your age, income, personal or financial circumstances and cannot possibly suggest any financial or investing decisions for you. Seek advice from your accountant, financial advisor, and attorney before making any investing decisions. Always conduct your own due diligence before making any investing decisions. Seriously!
