How Well Has Your Portfolio Done Year-to-Date

The first six months of 2019 have been odd, but there is never a better time than now to look at where your money is and how it has performed as we pass over the half-way point of the year.

The year started with the markets rallying back after a disastrous end of 2018, then the trade wars heated up, the economy has begun showing signs of weakness, the Federal Reserve is holding off on interest rate increases and even considering rate cuts, but the markets continue to set new record highs.

If you have been heavily invested in certain sectors you have had a losing 2019, maybe a mediocre year or a great year. On July 1st, the SPDR S&P 500 ETF Trust (SPY) was up 17.42% year-to-date. All of the major indexes and their corresponding Exchange Traded Funds have performed well during the first half of the year. The SPDR Dow Jones Industrial Average ETF Trust (DIA) is up 15% year-to-date, while the Fidelity NASDAQ Composite Tracking Stock (ONEQ) is up 19.92% year-to-date. Even the broader indexes and their ETF’s such as the iShares Russell 1000 ETF (IWB) or the Vanguard Russell 3000 ETF (VTHR) are up 17.53% and 17.47% as of the morning of July 1st.

While the indexes all performed better than average years, if you were more industry-focused then as I said before, it depended on what industry you wherein during the first half of the year on whether or not you kept up with the market. The worst performing ETF during the first half of the year, outside of leveraged or any specialty products focusing on futures, was the Breakwave Dry Bulk Shipping ETF (BDRY) which has lost 29.22% since the start of 2019. The best performing ETF following the same guidelines was the Invesco Solar ETF (TAN), which is up 47.22% in 2019. Continue reading "How Well Has Your Portfolio Done Year-to-Date"