Earny Asks: How Should My Portfolio Be Performing?
It’s been a rollercoaster of a year! We started off on an up note, but then tariff talk tumbled the market. Since then, it’s been all about AI, and the stock market, as measured by the S&P 500, is up big this year.
But how are you doing?
If you’re like most investors, you own different investments than just the S&P 500. In fact, over here on Filthy Rich Animal, we’ve preached that you should own a diversified portfolio. Sure, you can speculate in AI stocks. Own Tesla (TSLA) if you’re a fan of Elon. Or get involved with value stocks that pay dividends. Whatever! Just have a plan.
Now that it’s the middle of October, we’re into the final quarter of the year. So how are you doing?
In Earny’s case, he understands the value of the nuts he’s been collecting, but has no idea whether his performance has been good or bad.
Earny Asks: How Should My Retirement Account Be Doing So Far in 2025? Well, we tell you ...