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Old 12-27-2014, 03:19 AM   #121
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Location: Rio Grande Valley
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The S&P 500 is actually up 15.3% YTD, and the DOW up 11.47. Many of the index indicators not include dividends. Morningstar is a good source for total return on the indexes.

We're up 5.5%. Ah, the joys of diversification! Actually we're quite happy with that return.

Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
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Old 12-27-2014, 07:12 AM   #122
Give me a museum and I'll fill it. (Picasso)
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Join Date: Nov 2010
Location: Vermont & Sarasota, FL
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Originally Posted by inquisitive View Post
....Plan for 2015:
1. better tracking of my investments so it will be easier to calculate overall return than it was this year....
I have all my investments defined in Quicken and linked to the financial institutions so I can easily update for dividends, interest, sales and purchases, etc. Getting an overall return is simply running and investment performance report.

If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
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Old 12-27-2014, 07:42 AM   #123
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My AA is about 60/40 and I'm +8.7% YTD
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Old 12-27-2014, 02:11 PM   #124
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With dividends reinvested here this past month, it looks like I am barely beating s&p at 15.4%. I made some last minute changes this month but I was lagging. Should finish out the year ahead of S&P...not bad for not knowing $#!* a year and a half ago. I made some limit orders this month at times when the following were lower than they have been and that has helped propel me I believe, I bought low in SCHA, VHT, CAT, CASY, TASR, VUG, VOOG, and AAPL work out to my benefit. I'm all over the place, I know but next year should be interesting, and easier. I did get hammered by CASY after they reported a 3year tax mistake but have since recovered. I plan on buying into some more VDE after the new year...perhaps before first quarter earnings. A few more individual stocks I think are interesting for early 2015 are GPRO, DAL, FDX and XOM. If the fed raises interest rates I will no longer rely on my crystal ball haha
AA (Stock/Bond/Cash ): 90/0/10% MIX (Small/Mid/Large): X/Y/Z% BLEND(US/Foreign): 100/0%, (Value/Growth/Blend): X/X/X% REIT (Real Estate Equity): X% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $3.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 12-27-2014, 02:22 PM   #125
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About +6.5% for the 401K's and +14.7% for after-tax
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Old 12-27-2014, 06:05 PM   #126
Give me a museum and I'll fill it. (Picasso)
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Location: Portland, Oregon
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I made our RMD's last week, adding them back in our return was 12.25%. Vanguard tells me that our bond holdings are 42.6% which is on target.

Duck bjorn.
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