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2015 YTD investment performance thread
Old 01-30-2015, 01:52 AM   #21
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2015 YTD investment performance thread

YTD 2015 plus 5.5% as of close 1/29/2015 (yesterday) based on time weighted rate of return.

Overweight AAPL, which reported positive earnings surprise on Tuesday.

Encouraging of course, but very early in the year to start taking any victory laps. Long ways to go in 2015.

As far as changes, I am thinking about hedging 1/2 my AAPL position by writing the 130 JAN 16 leaps, which are selling now for $8 per share.


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Old 01-30-2015, 05:37 AM   #22
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Just peeked. Up 1.58% so far in my 401K
Transferred some money from fixed income to equities during the dips.
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Old 01-30-2015, 05:52 AM   #23
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-0.5% as of yesterday.
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Old 01-30-2015, 06:36 AM   #24
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In euro I'm actually up 5% (with a rough 50/50 allocation), but that's due to the exchange rate drop. In USD I'm actually down 5% or so.

Now, given that my costs are in euro too it seems I'm ahead?

I won't be in the seven comma club in USD for a long while though now, it seems.
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Old 01-30-2015, 07:17 AM   #25
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I won't be in the seven comma club in USD for a long while though now, it seems.
Well, that would need to be at least one sextillion dollars (10 to the 21st) to have seven commas. Probably not within the reach of most of us.

Still, don't give up hope:
Quote:
The highest numerical value banknote ever printed was a note for 1 sextillion pengő (1021 or 1 milliard bilpengő as printed) printed in Hungary in 1946.
Names of large numbers - Wikipedia, the free encyclopedia
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Old 01-30-2015, 07:27 AM   #26
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Mixed up seven figures and two commas there
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Old 01-30-2015, 07:29 AM   #27
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Down 0.1% as of 1/30/15 end of day.
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Old 01-30-2015, 07:32 AM   #28
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Return of - 0.13% (per annum) YTD but it is really silly to evaluate anything based on a month (or even a year). No changes planned. Stay the course.
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Old 01-30-2015, 07:44 AM   #29
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I pretty much track the US market at 3/4 rate since we keep 25% in cash and 75% in stocks. So I guess we are down about 2% YTD. Next week probably will be up 2% the way things swing now.
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Old 01-30-2015, 08:29 AM   #30
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I look monthly, so I was going to check today anyway. Up 0.46% for the month. No worries!
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Old 01-30-2015, 08:52 AM   #31
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Energy is gonna pop in Feb. These charts prove it.

Sector Performance by Calendar Month - CXO Advisory



Vanguard tells me my stuff is up .014585482823188%.
But they can't tell me about my other stuff, so it could be higher or lower.

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Old 01-30-2015, 09:06 AM   #32
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I update on Saturday. Last Saturday, I was up .04% so, since I am overweight energy, I imagine it will be substantially less after next Saturday.
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Old 01-30-2015, 09:18 AM   #33
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What?! Not even looking at this until mid-year. And even then I don't really do anything about it.

The market volatility this Jan makes it rather pointless at the moment.
+1. I rarely even look more than quarterly, and then only to rebalance if anything (usually not necessary), not looking at returns. I look at returns annually at most. YMMV
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Old 01-30-2015, 09:46 AM   #34
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completely flat.
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Old 01-30-2015, 09:50 AM   #35
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Energy is gonna pop in Feb. These charts prove it.

Sector Performance by Calendar Month - CXO Advisory



Vanguard tells me my stuff is up .014585482823188%.
But they can't tell me about my other stuff, so it could be higher or lower.

Not a bad time to get into the energy sector as it has taken some beating lately. Buy low?
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Old 01-30-2015, 11:37 AM   #36
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Well, that would need to be at least one sextillion dollars (10 to the 21st) to have seven commas. Probably not within the reach of most of us.

Still, don't give up hope:

Names of large numbers - Wikipedia, the free encyclopedia
I didn't even know "sextillion" word existed. If I didn't have the right context, I'd thought the word refers to a pill you take before sex.
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Old 01-30-2015, 12:19 PM   #37
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+1. I rarely even look more than quarterly, and then only to rebalance if anything (usually not necessary), not looking at returns. I look at returns annually at most. YMMV
I've been pos neg pos neg already several times YTD - so each day has a vastly different result!
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Old 01-30-2015, 12:45 PM   #38
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My TSP is down about 1%. I don't normally check it unless there is a large drop or increase in the market. It would be down more if I had not rebalanced to 10% International and moved some of my G (stable value) to F (bonds). The ER end of the year threads on rebalancing motivated me to buy the International. Thanks, Audreyh1!
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Old 01-30-2015, 03:30 PM   #39
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Pretty much flat using equity / bond indexes with a 70/25 split.
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Old 01-30-2015, 03:44 PM   #40
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(- )1.6% for january in 100% stock (70% US, 30% Europe) portfolio.
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