2017 Second Quarter and Blog Update

Check out my performance for the second quarter of 2017. Also get a quick update about the state of the blog.Holy hiatus!  I can’t believe it’s been four months since my last post. Time sure does fly by when you’re raising a little one and trying to catch up on sleep debt.  But if you guys thought I was going away that easily, think again!  I’m back to give you an update on our second quarter performance.  I’ll also talk a little bit about the blog and my plans moving forward.

So without further ado, let’s get this thing started!



Overall, I thought we did pretty well during the second quarter.  Our portfolio saw a return of 3% which actually beat the 2.57% return of the S&P 500.  The 6% returns of our international holdings definitely boosted our overall performance.

Other tidbits from the second quarter:

  • Small caps underperformed with a return of 0.39%.
  • REITs did slightly better this quarter at 1.74%.
  • Our California municipal bond fund returned 1.29%.
  • Our basket of individual stocks* saw gains of just 0.11%.



There have been no major changes to the SRGO portfolio.  We are still sitting at a stock/bond allocation of 76/24, not too far off from our target of 75/25.  In terms of our equities, we have 79% allocated to domestic stocks and 21% to international holdings.  Our small cap value fund is currently at 4% of equities while our REITs are at 7%.

I don’t foresee any changes to our allocations or holdings in the near future.  I might up our international stocks to 25% of equities, but otherwise we are sitting at or near our targets.



Despite the long hiatus, I still plan on continuing with the blog.  I hit a rough patch a few months ago and didn’t have much time or energy to spend on writing posts.  So once my blogging momentum stopped, it was kind of hard to get it started again.

But alas… that was then and this is now.  My plan is to start off at one post per week with the ultimate goal of getting back to two posts a week.  I also plan to continue my Friday Blog Roundups as they seemed quite popular, but I might make them an every other Friday thing at first.


Well, I hope you enjoyed this post that has been four months in the making.  Thank you so much for coming back and visiting my small little corner of the inter-web!  Until next time…


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Individual stocks are Apple, Bank of America, Citigroup, General Electric, Intel, Microsoft, and Disney.


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