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Old 06-03-2015, 02:57 PM   #261
Recycles dryer sheets
 
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Calculating personal returns - Bogleheads

My IRA(50/50) account; Bogleheads personal returns spreadsheet
Portfolio return as of
05/31/2015
1 month
0.19%
3 months
0.85%
YTD
3.18%
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Old 06-08-2015, 05:23 PM   #262
Confused about dryer sheets
 
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I am up about 5% ytd, much of my portfolio is in Vanguard total market,VTI , which is only up 2% but my Apple and healthcare holdings ( FBIOX,VHT, PJP) are up significantly more. I have to admit the high healthcare pe ratios have me worried but I am going to hang on to them for now.
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Old 06-08-2015, 06:50 PM   #263
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I am about same as 50% VTI and 50% VXUS.

Not doing all that good and downright proud of it...... Because all I need is what 50% VTI and 50% VXUs does an because I know I have discipline and plan..........
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Old 06-30-2015, 05:19 PM   #264
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Took a few steps back this month. Back down to 3% gain. Still not bad. Had I retired, I could have lived with the 3% gain for the last 6 months.
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Old 06-30-2015, 06:57 PM   #265
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Ugly. All annualized returns.

LTM: 3.26%
YTD: 4.89%
2Q15: 0.25%

3 years: 10.51%
5 years: 10.60%
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Old 06-30-2015, 07:24 PM   #266
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Posts: 799
YTD: 2.85%
1 yr: 5.24%
3 yr: 9.89%
5 yr. 8.96%
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Old 06-30-2015, 08:12 PM   #267
Recycles dryer sheets
 
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2.43% ytd
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Old 07-01-2015, 07:39 AM   #268
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As of last night's close, I'm up 3.46% YTD. Not too spectacular, but I'll take it! I think I had topped out at around 5.9-6% at some of the peaks.

And, that 3.46% still represents about 90% of what I've grossed so far at the j*b this year.
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Old 07-02-2015, 03:30 PM   #269
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3.10% ytd
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less stuff, more time

(49, married; DH 53. I am fully retired as of 2015 (well ok, I still work part-time but only because I love the job and have complete freedom to call off if I want to travel with hubby for work), DH hopes to fully retire 2018 when he turns 55 to access 401K penalty-free...although he may decide to do part-time consulting)
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Old 07-02-2015, 06:22 PM   #270
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On 6/30 my retirement portfolio was up 1.9% after withdrawals.

Just 2 trading days prior, it was up 2.9%.

It's hard for me to get excited about specific date performance as things fluctuate so much throughout the year.
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Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
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Old 07-02-2015, 08:23 PM   #271
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On 6/30 my portfolio was up 0.62% ytd.
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Old 07-02-2015, 09:16 PM   #272
Recycles dryer sheets
 
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50/50 aa ytd 2.36%
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Old 08-02-2015, 01:04 PM   #273
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YTD 2.75%. 0.25% decrease from June YTD.
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Old 08-02-2015, 02:38 PM   #274
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4.93% YTD. I was up 3.46% as of 6/30/15, so I won't complain
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Old 08-02-2015, 03:15 PM   #275
Recycles dryer sheets
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I was up 4.1% net of fees as of June 30th, but only up 3.2% as of July 31 with a change in manager for a lower fee.

See my other posts on FIRE and Money regarding managers,
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Old 08-02-2015, 04:14 PM   #276
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Up about 4.8% for the year, 0.5% for the month of July. July 1 rebalancing seems to have moved things in the right direction.
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Old 08-03-2015, 07:29 AM   #277
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It's amazing so many posts with returns better than the S&P 500!
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Old 08-03-2015, 07:43 AM   #278
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Quote:
Originally Posted by Spanky View Post
It's amazing so many posts with returns better than the S&P 500!
Yep. For a forum that seems to be 99% indexers, everyone is actually a closet market timer.
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Old 08-03-2015, 08:03 AM   #279
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Quote:
Originally Posted by Fermion View Post
Yep. For a forum that seems to be 99% indexers, everyone is actually a closet market timer.
Or heavily concentrated in a few stocks/sectors that have out performed.

As a benchmark for yourself, check out Asset Builders portfolio performance thru June. These are DFA funds/portfolio results thru June 2015. I suspect the result at the end of July would be lower:
Model Portfolio Results - AssetBuilder Inc., Registered Investment Advisor

It would be interesting to see the composition of some of the higher performing ports from our members. I am holding a lot of cash, so am a terrible laggard.
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Old 08-03-2015, 08:04 AM   #280
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I'm at +3.1% YTD. My AA is 60/40 so I use Vanguard Wellington as my benchmark. VWENX is +2.1% YTD so I'm feeling good about my performance so far.
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