Monthly-Review
november wrap - election month, modest gains, +1.46%, ytd +18.19%
·612 words
november done.
election month. conservative approach. modest gains.
exactly as planned.
november final numbers # starting (nov 1): $510,180
october wrap - earnings season delivers, +2.81%, ytd +16.49%
·648 words
october done.
earnings season delivered.
second best month of 2025.
october final numbers # starting (oct 1): $496,220
september wrap - best month of 2025, +2.93%, ytd +13.26%
·762 words
september done.
best month of the year.
fall volatility delivered.
september final numbers # starting (sep 1): $482,100
august wrap - vacation month +1.06%, ytd +10.20%
·766 words
august done.
vacation month.
lower gains. zero regrets.
august final numbers # starting (aug 1): $477,040
ending (aug 31): $482,100
july wrap - summer month target hit +1.62%, ytd +9.12%
·839 words
july done.
target hit.
second married month complete.
july final numbers # starting (jul 1): $469,440
ending (jul 31): $477,040
june wrap - target hit +1.99%, first full married month, ytd +7.22%
·809 words
june done.
target hit.
first full month married.
june final numbers # starting (june 1): $460,260
ending (june 30): $469,440
may wrap - first month married, +0.84% modest gains, 12 days paused
·850 words
may done.
first month married.
modest gains given pause.
may final numbers # starting (may 1): $456,420
ending (may 31): $460,260
april wrap - recovery complete +2.18%, wedding 10 days, ytd on track
·977 words
april done.
recovery month confirmed.
march disaster erased.
april final numbers # starting (apr 1): $446,688
ending (apr 30): $456,420
march wrap - losing month -2.10%, lessons learned, wedding 5 weeks
·1062 words
march done.
second losing month in 15 months.
lessons expensive but learned.
march final numbers # starting (mar 1): $456,270