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Old 04-02-2015, 04:15 PM   #181
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Old 04-02-2015, 05:02 PM   #182
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Originally Posted by wingfooted View Post
No 13.9% is for just the quarter. Annualized over 50% if the portfolio continues to advance at this pace.


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If I can do that every quarter, I'd kiss goodbye to my OMY.
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Old 04-02-2015, 07:11 PM   #183
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I know I had exactly 1.7 million in invest-able assets about 4 years ago. I also know I have today plus and minus 50k 3.22 million in invest-able assets.
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I don't look at 3 months results because it makes no sense...... I think I made about 2% last 3 months but do not quote me on it.

But you can quote me on making 90% in last 48 months.
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Old 04-02-2015, 09:08 PM   #184
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2% first quarter. Around 53% equities.
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Old 04-02-2015, 09:35 PM   #185
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I think I made about 2% last 3 months but do not quote me on it.
Oops, sorry.
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2015 YTD investment performance thread
Old 04-02-2015, 10:55 PM   #186
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2015 YTD investment performance thread

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Originally Posted by robnplunder View Post
If I can do that every quarter, I'd kiss goodbye to my OMY.

Only if you can afford the taxman !

The Feds seem to want either 23.8 % or 43.4% depending on whether you book long or short term gains and the % based on the top marginal rate plus 3.8% ACA surcharge.

By comparison, Tony Soprano's crew only had to kick up 15% !


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Old 04-02-2015, 11:54 PM   #187
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2015 YTD investment performance thread

I'll be very surprised if my annual return crosses the 2015 finish line at 14+%. If it adds another 2.4% for the remainder of the year, it'll meet my hopes.
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Old 04-03-2015, 01:43 AM   #188
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My 401k did 8.87%. Two thirds of that money's in a private fund. The other thirds in Vanguard total stock and total bond. Guess which did the heavy lifting.

My Fidelity Brokerage, Rollover IRA and Roth combined @4.05%.

If only I was this smart/lucky every year.

Added: congratulations to eta2020, very well done.
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Old 04-03-2015, 07:20 AM   #189
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Nominally a 68 stocks : 32 bonds portfolio. UK based so UK shares are my home equity allocation. Up 5.8% for the 1st quarter.
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Old 04-03-2015, 08:12 AM   #190
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2015 YTD (end of month 3) - 2.8%

AA: 58-39-3 (Stk Bnd Csh)

[EOY Previous / (Current Balance - New Contributions)] - 1

Edit:
I pulled a chart of Vanguard index holdings. This is not everything, but gives clear indication of what's up, YTD.

International, US REIT, Small/Mid US all up YTD.

Surprise in these results is Vanguard Star up 2.92% YTD.
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Old 04-03-2015, 08:39 AM   #191
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401K Up 1% as of 4/2/2015. 85% Stable Value 15% equities. I'd be happy with 4% annual.
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Old 04-03-2015, 08:49 AM   #192
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Pretty dismal, +0.4% YTD due to heavy energy weighting. Still way down from last years peak.
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Old 04-03-2015, 10:04 AM   #193
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Only 2.1%, with a 36% cash position thats waiting for a correction or worse.
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Old 04-03-2015, 10:17 AM   #194
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Per M* portfolio manager tool, + 0.79 total return YTD

AA = 43/53/4

Energy and 3D printing tech company stocks (a recent purchase) are the heaviest anchors.
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Old 04-03-2015, 10:22 AM   #195
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Only if you can afford the taxman !

The Feds seem to want either 23.8 % or 43.4% depending on whether you book long or short term gains and the % based on the top marginal rate plus 3.8% ACA surcharge.

Whaaaat? I need to rethink my strategy of complementing my ER income with short term trading. I haven't checked very closely on capital gain taxes - just left Turbo Tax to do the calculation.
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Old 04-03-2015, 10:33 AM   #196
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I did a lot of short term trading in 2014 and it came back to bite me on the butt, come tax time. I'm only in the 25% marginal bracket, and overall, my total federal tax bill was only about 11.7% of AGI. But, it was still a shock, when I found out just how much I still had to cough up. I usually owe about $2-3K on federal taxes, and usually get back around $500-1000 on the state/local. But this time around, the bill was around $8500 for federal and $2200 state/local!

I'm trying to chill out on the short term stuff this year.
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Old 04-03-2015, 11:09 AM   #197
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I do practically no trading. If I don't want Index ETF XYZ to own on forever bases I do not buy it.

Hence for me last decade is adding to my positions in broad based Index ETFs. 100% equities.

I find investing to be more of the self control then some kind of financial smarts.
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Old 04-03-2015, 11:46 AM   #198
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2.05% as of 3/31/15 -
AA is 70/30 -
All mutual funds -
About 30% S&P index -
A couple of Moderate Allocation funds -
A few other active managed funds -
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Old 04-03-2015, 12:11 PM   #199
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Only if you can afford the taxman !

The Feds seem to want either 23.8 % or 43.4% depending on whether you book long or short term gains and the % based on the top marginal rate plus 3.8% ACA surcharge.

By comparison, Tony Soprano's crew only had to kick up 15% !


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Add in state tax and you might be over 50%. Kind of makes trading a sucker's game huh? 100% of the risk, 50% of the profit.
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Old 04-03-2015, 12:15 PM   #200
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0.38%. 70-25-5.


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