Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Old 12-27-2014, 03:19 AM   #121
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 17,820
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!
audreyh1 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 12-27-2014, 07:12 AM   #122
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 17,840
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.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is offline   Reply With Quote
Old 12-27-2014, 07:42 AM   #123
Thinks s/he gets paid by the post
Join Date: Nov 2006
Posts: 2,274
My AA is about 60/40 and I'm +8.7% YTD
utrecht is offline   Reply With Quote
Old 12-27-2014, 02:11 PM   #124
Full time employment: Posting here.
Join Date: Aug 2013
Location: North
Posts: 949
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 ): 99/0/1% MIX (Small/Mid/Large): 50/25/25% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): 50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil 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.
kgtest is offline   Reply With Quote
Old 12-27-2014, 02:22 PM   #125
Thinks s/he gets paid by the post
Join Date: May 2008
Posts: 2,374
About +6.5% for the 401K's and +14.7% for after-tax
tmm99 is online now   Reply With Quote
Old 12-27-2014, 06:05 PM   #126
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 6,036
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.
Brat is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Fixed Income Strategy for Beating Inflation Running_Man FIRE and Money 30 07-22-2008 10:15 AM
Beating the exchange rate studying aboard? tightasadrum Other topics 2 07-21-2007 07:56 AM
Seems ISM is taking a bit of a beating this week... cute fuzzy bunny FIRE and Money 86 03-05-2007 12:25 PM
YTD Index beating managed 8/9 mickeyd FIRE and Money 6 11-30-2006 04:23 AM
Beating the Market- Portfolio Advice charlottebandito Young Dreamers 8 07-02-2005 02:27 PM


All times are GMT -6. The time now is 07:37 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.