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Old 10-01-2015, 12:05 PM   #381
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YTD down 4.4%.
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Old 10-01-2015, 12:07 PM   #382
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YTD down about -3.5%, including dividends/interest received.

Was actually up 2.5% in mid-May.

Majority of losses occurred between end of May - present. Particularly in the MLP/Energy sector.
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Old 10-01-2015, 12:14 PM   #383
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I'm down 6.9%.

I decided to use part of my portfolio principle to fund buying my Dream House, the move, and related costs. So, that part is gone forever and my portfolio is down.

That is totally OK with me because I am getting tremendous satisfaction from living in my new home. I suppose I should feel crestfallen but I don't. I am overjoyed with this decision, and I'll be fine.


I might recover some of this loss if/when the market recovers, since I sold high and am DCA'ing at lower market values.
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Old 10-01-2015, 12:19 PM   #384
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I'm down 6.9%.

I decided to use part of my portfolio principle to fund buying my Dream House, the move, and related costs. So, that part is gone forever and my portfolio is down.

That is totally OK with me because I am getting tremendous satisfaction from living in my new home. I suppose I should feel crestfallen but I don't. I am overjoyed with this decision, and I'll be fine.
Your portfolio return is -7%? Or your portfolio value is 7% lower than it was at the beginning of the year due to withdrawals and market losses?
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Old 10-01-2015, 12:23 PM   #385
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Your portfolio return is -7%? Or your portfolio value is 7% lower than it was at the beginning of the year due to withdrawals and market losses?
The latter.
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Old 10-01-2015, 12:38 PM   #386
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As of market close yesterday, I am down 5.7% YTD after adjusting for withdrawal, while Vanguard S&P index fund VFINX is down 6.35%. Both are with dividends.

Considering that I am 70% in equity until dropping to 60% recently, I did worse than the market. Reasons: energy stocks, emerging markets, material stocks.
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Old 10-01-2015, 02:58 PM   #387
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Portfolio return is down 2.43% as of 9/30 market close.
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Old 10-01-2015, 03:02 PM   #388
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Ask me in 2 months....til then not going to look.
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Old 10-01-2015, 03:10 PM   #389
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Old 10-01-2015, 04:03 PM   #390
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Up about 2.5% as of yesterday. Utility preferreds have been carrying the water. Total Stock Index and my lovely .31% 1 yr. CD dragging me down.


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Old 10-01-2015, 04:25 PM   #391
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Up about 2.5% as of yesterday. Utility preferreds have been carrying the water. Total Stock Index and my lovely .31% 1 yr. CD dragging me down.


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We have a winner!
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Old 10-01-2015, 04:33 PM   #392
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We have a winner!

And if market stays stagnant I will creep above 4% as I have one more round of dividend dumps.... Just being fortunate as my stash is about 80% income and I am not a trader. Very limited upside though on better market performing years.


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Old 10-01-2015, 05:01 PM   #393
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YTD 401K personal performance down 4.1%. My "plan" was to be UP 7% by year end. Lol.
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Old 10-01-2015, 06:37 PM   #394
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-3.5% YTD. Just rebalanced today to match 65/35 EQ/FI
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Old 10-01-2015, 06:41 PM   #395
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Old 10-01-2015, 06:44 PM   #396
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Old 10-01-2015, 08:06 PM   #397
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Down 1% to date.


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Old 10-02-2015, 01:46 AM   #398
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Still waiting for the bottom. Lost another .5% in September. Buy and hang on for dear life!
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Old 10-02-2015, 10:48 AM   #399
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Old 10-02-2015, 11:44 AM   #400
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Down 7.23% thru 9/30, exclusive of withdrawals.
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