Apr 23, 2021 1 min read Historical Returns

Weekend Report 4-23-21

FIRE Portfolio up 13.94% YTD following my FIRE Tactical Asset Allocation (TAA) model versus S&P 500 up 11.76% YTD. VFINX fund serves as S&P 500 proxy.

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 23, 2021

The stock market had an up and down week. The S&P 500 and the DJIA both closed about where they started, but were down ever so slightly for the week.

Overall, the S&P 500 was down 0.1% for the week.

FIRE Portfolios - YTD Return

My FIRE mutual fund portfolio at Fidelity is up 13.94% YTD
My FIRE ETF portfolio at Schwab is up 15.02% YTD

My FIRE portfolios are still beating the market this year, however the gap continues to narrow. Both of my FIRE portfolios eased down a bit more than the overall market this week.

TSP Model - YTD Return

My Thrift Savings Plan (TSP) Model is up 12.85% YTD

401k Model - YTD Return

My Generic 401k Model is up 13.43% YTD
My PPSF 401k Model is up 10.32% YTD

Benchmark Stock Market Indices - YTD Return

The S&P 500 (Vanguard fund VFINX) is up 11.76% YTD
The Dow Jones Industrial Average (State Street ETF DIA) is up 11.85% YTD

Thanks for reading!

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!