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10-01-2015, 11:05 AM
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#381
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2008
Posts: 13,127
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YTD down 4.4%.
__________________
Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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10-01-2015, 11:07 AM
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#382
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Full time employment: Posting here.
Join Date: May 2010
Posts: 862
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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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10-01-2015, 11:14 AM
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#383
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,467
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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.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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10-01-2015, 11:19 AM
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#384
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Thinks s/he gets paid by the post
Join Date: Nov 2006
Posts: 2,288
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Quote:
Originally Posted by W2R
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.
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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?
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10-01-2015, 11:23 AM
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#385
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,467
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Quote:
Originally Posted by utrecht
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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The latter.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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10-01-2015, 11:38 AM
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#386
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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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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.
__________________
"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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10-01-2015, 01:58 PM
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#387
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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Portfolio return is down 2.43% as of 9/30 market close.
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10-01-2015, 02:02 PM
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#388
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Full time employment: Posting here.
Join Date: Feb 2014
Posts: 731
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Ask me in 2 months....til then not going to look.
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10-01-2015, 02:10 PM
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#389
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,021
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-2.1 ytd
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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10-01-2015, 03:03 PM
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#390
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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 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.
Sent from my iPad using Tapatalk
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10-01-2015, 03:25 PM
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#391
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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Quote:
Originally Posted by Mulligan
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.
Sent from my iPad using Tapatalk
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We have a winner!
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10-01-2015, 03:33 PM
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#392
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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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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.
Sent from my iPad using Tapatalk
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10-01-2015, 04:01 PM
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#393
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Recycles dryer sheets
Join Date: Apr 2012
Location: Seattle
Posts: 479
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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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10-01-2015, 05:37 PM
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#394
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Recycles dryer sheets
Join Date: Sep 2012
Posts: 459
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-3.5% YTD. Just rebalanced today to match 65/35 EQ/FI
__________________
Retired at age 52 on 12/1/2016
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10-01-2015, 05:41 PM
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#395
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Moderator Emeritus
Join Date: May 2007
Posts: 12,890
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-2.2% ytd.
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10-01-2015, 05:44 PM
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#396
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Thinks s/he gets paid by the post
Join Date: Nov 2006
Posts: 2,288
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-3.1% ytd
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10-01-2015, 07:06 PM
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#397
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Location: Columbus
Posts: 1,118
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Down 1% to date.
Sent from my iPad using Early Retirement Forum
__________________
Ohio REFI PE ENG and Investor as of 2016
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10-02-2015, 12:46 AM
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#398
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2006
Location: Pacific latitude 20/49
Posts: 7,677
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Still waiting for the bottom. Lost another .5% in September. Buy and hang on for dear life!
__________________
For the fun of it...Keith
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10-02-2015, 09:48 AM
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#399
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Full time employment: Posting here.
Join Date: Apr 2011
Location: Castro Valley
Posts: 788
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Down 0.6% as of 9/30.
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10-02-2015, 10:44 AM
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#400
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,568
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Down 7.23% thru 9/30, exclusive of withdrawals.
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
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