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08-07-2015, 06:19 AM
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#301
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Recycles dryer sheets
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 247
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YTD minus 1.63% based on time weighted return including fees, margin interest and dividends but not any deposits or withdrawals.
Sounds plain vanilla but I was up 14%+ in the first quarter and had a few periods where I was up 20%+ for the year.
What is not working - AAPL since their last earnings report and all the energy names.
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08-07-2015, 06:43 AM
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#302
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2005
Location: Chicago
Posts: 13,183
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Yeah, pretty amazing. The equity portion of my portfolio is dominated by a low cost TSM index fund and overall has a 55/40/5 (approx) AA. That leaves me well below the S and P 500 performance YTD.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
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08-07-2015, 07:24 AM
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#303
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Recycles dryer sheets
Join Date: Feb 2015
Posts: 121
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YTD up 5.9%. Was up 7.1% the start of the week, until my FOX and DIS positions have gotten crushed. Buying more FOX and DIS on the open.
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08-08-2015, 08:51 AM
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#304
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Ormond Beach
Posts: 1,407
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Quote:
Originally Posted by utrecht
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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IMO you can't really use Welly as a benchmark nowadays because it's 100% US, I think the Vanguard Moderate Lifestrategy fund is much better (even though it's all indexes). Welly, even though it's an active fund, is really not a good measure of the total picture if you have a diversified portfolio.
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08-08-2015, 09:26 PM
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#305
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Dryer sheet wannabe
Join Date: Jun 2014
Posts: 18
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YTD: 8.19%
1 yr: 14.39%
3 yr(annualized): 21.03%
5 yr(annualized): 17.3%
40% in individual stock
16% bonds
the rest in various stock index funds
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08-09-2015, 07:15 AM
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#306
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Full time employment: Posting here.
Join Date: May 2010
Posts: 996
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Up 1.81% YTD with 40/60 AA
__________________
Wherever you go, there you are.
(In other words, no whining!)
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08-12-2015, 04:36 PM
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#307
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Location: Williston, FL
Posts: 3,925
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As of 7/31/2015. Fidelity just posted. The S&P was at 3.35%. So I beat it with indexes, mostly by dollar cost averaging.
After tax account 4.69% (cash, IVV, IVW,DVY,PFG)
Rollover IRA 6.58% (IVW)
Roth 6.32% (IVW, IWM, QQQ, FHLC,GLD)
Combined 5.43%
401K - 4.02% (VIIIX,VEMPX,VDIPX)
Mostly all indexes. Buy on dips if I can, regular buys every month.
__________________
FIRE no later than 7/5/2016 at 56 (done), securing '16 401K match (done), getting '15 401K match (done), LTI Bonus (done), Perf bonus (done), maxing out 401K (done), picking up 1,000 hours to get another year of pension (done), July 1st benefits (vacation day, healthcare) (done), July 4th holiday. 0 days left. (done) OFFICIALLY RETIRED 7/5/2016!!
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08-21-2015, 05:52 PM
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#308
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,071
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Down just a little over 3% YTD as of today. Not pretty, but own a little too much of CVX. So not horrible considering........
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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08-21-2015, 05:59 PM
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#309
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Moderator
Join Date: Oct 2010
Posts: 10,723
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Gotta wait until tomorrow since today's most interesting numbers aren't showing up on the web sites yet.
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08-21-2015, 06:42 PM
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#310
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Thinks s/he gets paid by the post
Join Date: Nov 2006
Posts: 2,288
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Down 1.9% with a 60/40 AA
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08-21-2015, 07:10 PM
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#311
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,363
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Similar here... down 1.6%. That is comparing today's value + YTD transfers to checking for living expenses to beginning of year value so effectively the YTD change in the value of our retirement funds if we had not taken any withdrawals.
__________________
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
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08-21-2015, 07:28 PM
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#312
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by Dawg52
Down just a little over 3% YTD as of today. Not pretty, but own a little too much of CVX. So not horrible considering........
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Same here, but because of overweight in EM and some material stocks. Sold most of them recently.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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08-21-2015, 08:04 PM
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#313
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2009
Posts: 9,343
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Up 3% collectively, as preferreds stocks which is 75% of my funds are doing well. VTSAX which is the other 25% is dragging me down.
Sent from my iPad using Tapatalk
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08-21-2015, 08:20 PM
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#314
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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Down 0.74% on a 50/50 AA.
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08-21-2015, 09:29 PM
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#315
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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Quote:
Originally Posted by Mulligan
Up 3% collectively, as preferreds stocks which is 75% of my funds are doing well. VTSAX which is the other 25% is dragging me down.
Sent from my iPad using Tapatalk
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How can preferred stocks be quite such a free lunch? Up when the market is up and up when the market is down.
If they perform like that, why don't people go heavily leveraged into them?
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08-21-2015, 10:21 PM
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#316
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Investors looking for reliable dividends? Among the stocks still positive for the year are utilities and REITs, not just preferreds. They are way off their high, but remain positive for the year.
Today, they are down too, but about -1%, compared to the S&P at -3.19%.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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08-22-2015, 03:52 AM
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#317
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2005
Posts: 6,189
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so far my fidelity blue chip growth and contra are still up ytd .
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08-22-2015, 05:54 AM
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#318
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Moderator
Join Date: Oct 2010
Posts: 10,723
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Wouldn't this thread be more interesting if both your high and low for the year were posted? This would give an indication of the portfolio's beta.
I don't grab a snapshot every day, but on 2/26 I was up 3.5% for the year and as of yesterday, down 3.1% for the year. Like I said, "easy come, easy go". I don't have a way to do IRR by asset class, but that might be an interesting new project.
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08-22-2015, 07:08 AM
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#319
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Thinks s/he gets paid by the post
Join Date: Nov 2014
Location: Austin
Posts: 1,384
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As of 8/21, breakeven for the taxable accounts. +0.3% for the deferred accounts.
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08-22-2015, 07:30 AM
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#320
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2009
Posts: 9,343
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Quote:
Originally Posted by Fermion
How can preferred stocks be quite such a free lunch? Up when the market is up and up when the market is down.
If they perform like that, why don't people go heavily leveraged into them?
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Well long term nothing can be a 100% free lunch. If 10 year treasury jumped to 6% Im sure they would feel some major pressure (Im not worried about that). But you need to remember an investment grade preferred yielding 6.5% that has a 70 year history of paying their dividend is not going to be tossed out along with everything else in the market. These are also illiquid meaning people buy them and stuff them in the vault. In fact four of them I own didn't even trade a share yesterday. The utility preferreds aren't trading vehicles because they are too hard to accumulate. You cant leverage yourself into a 12 million dollar issue; mutual funds, etfs, etc cant buy into them. Now those bank preferreds ETFs such as PFF are liquid, but I have no use for them and will not buy them.
Sent from my iPad using Tapatalk
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