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REDDIT

Your performance and allocation Year to Date?

G
Mar 7, 2025 · 13:21

I see a lot of people mentioning a crash with the Trump economy and unpredictable decisions.

I would like to get a sense of how your portfolio is impacted a month after.

What is your current allocation and year to date performance.

I will start:

YTD: -2.08%

10% cash, 15% private equity, 60% direct indexing S&P500, 15% Total market