April 2016

Where we're at:

Dow: 17773.64
S&P: 2065
VIX: 15.70
10 yr: 1.82%
S&P P/E: 25.92

equity: 36.3
bond: 54.2
cash: 9

1 yr: -0.2%

The month started off strong, but ended with a thud.  However, my 1 yr loss is narrowing.  I have turned around my FTSE ex-US loss to a slight gain.  US stocks and most bonds are still positive for us.  REITS are all over the board.  The economic news continues to be bad, especially for manufacturing.  TXT reported and had a slight increase in jet deliveries in the 1st quarter, with backlog holding steady.  I still enjoy the quarterly reports.  I miss my friends who passed away in February.  

Work seems steady for both of us.  I had an ok session with my supervisor and she seems engaged with my work, but who knows.  I feel good going into the new FY.  Spouse is having an up and down year, seems normal for sales.  I volunteered to demo a new MS product to the team, still trying to stay visible.  Sometime in May, the local management should announce whether the office will stay or go.  My bet is it goes.