Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 10-25-2015, 11:00 AM   #461
Recycles dryer sheets
 
Join Date: Sep 2012
Posts: 406
1.5% ytd
__________________

__________________
Retired at age 52 on 12/1/2016
AA:60/40 WR:3% until 2022 then 4% is the plan
retire2020 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 10-25-2015, 11:26 AM   #462
Recycles dryer sheets
Theseus's Avatar
 
Join Date: Aug 2013
Posts: 484
2.84% YTD based on price, but 4.27% on total return. Helps to have PF, GE, and MSFT in my porfolio.
__________________

__________________
Theseus is offline   Reply With Quote
Old 10-25-2015, 11:29 AM   #463
Recycles dryer sheets
 
Join Date: Jan 2012
Posts: 244
6.5% YTD as of today including dividends.
100% large cap stock portfolio (US-65%, International-35%) which has underperformed the benchmark MSCI World Index in 2014 with a 7.94% return and also thru August in 2015.
Patience is finally beginning to pay off.
__________________
Rickt is offline   Reply With Quote
Better than negative
Old 10-26-2015, 09:57 AM   #464
gone traveling
 
Join Date: Sep 2015
Location: NYC
Posts: 52
Better than negative

The poster above me has over 6% gain. I'm a schmear over 1%, but I'll take it. I was taking a bath over minus 10% a while ago, so I'm happy now
__________________
retiredinnyc is offline   Reply With Quote
Old 10-31-2015, 11:12 PM   #465
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,123
Up 2%. My trading accounts are up 11% & 14%. The rest are mixed, barely a hair over 0%. All the gains are from the short term trades.
__________________
Pura Vida
robnplunder is offline   Reply With Quote
Old 11-01-2015, 12:07 AM   #466
Full time employment: Posting here.
gcgang's Avatar
 
Join Date: Sep 2012
Posts: 924
I'm up to down 2.48% (actually have some gold stocks at a gain, after all the tax loss swapping).
__________________
gcgang is offline   Reply With Quote
Old 11-01-2015, 07:52 AM   #467
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 16,396
+1.5% YTD (annualized basis) per Quicken Investment Performance report.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is offline   Reply With Quote
Old 11-01-2015, 10:58 AM   #468
Recycles dryer sheets
 
Join Date: May 2013
Location: Toronto
Posts: 189
+3.48% YTD. Still positive!
__________________
Spudd is offline   Reply With Quote
Old 11-01-2015, 11:14 AM   #469
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,076
As of Nov 1st, XIRR is 0.67% (takes into account all withdrawals)
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 11-01-2015, 12:34 PM   #470
Full time employment: Posting here.
 
Join Date: Jan 2008
Posts: 609
XIRR is 1.23% as of 11/1 including monthly expense withdrawals. Currently 57/37/6 (stocks/bonds/cash). Stocks & Bonds are 40/40/20 3-Fund portfolio of VTSAX/VBTLX/VTIAX.
__________________
Retired July 2013 at age 49.

Lazy Portfolio Investor:
AA: 55% Stocks
35% Bonds
10% Cash
NanoSour is offline   Reply With Quote
Old 11-03-2015, 08:25 AM   #471
Thinks s/he gets paid by the post
 
Join Date: Aug 2005
Posts: 2,056
I ran my numbers this morning, and it was a nice little bounce back. My return is about 3.8% YTD.

I'm too lazy to look back to my earlier replies in this thread, but I think I was up as high as 5.5-6% back in May, and off as much as 2.5-3.5% in September.

While it's nowhere near the double-digit jumps I had back in 2009, 2010, 2012, and 2013, it still beats the alternative!
__________________
Andre1969 is offline   Reply With Quote
2015 YTD investment performance thread
Old 11-04-2015, 02:27 AM   #472
Recycles dryer sheets
wingfooted's Avatar
 
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 218
2015 YTD investment performance thread

2015 has been a roller coaster and have been unable to gain any traction in my personal portfolio / mini hedge fund.

Based on mark to market, time weighted return, excluding any cash in or cash out but including dividends, margin interest and commissions- am up 3.4% YTD with a volatility range in 2015 of +20% to -12%. Unsettling to be sure.

S&P 500 is up 4.2% so this lags the market.

One big problem was that I panicked and sold a big slug of AAPL at around $113. This created a significant LT capital gain that I will need to deal with come tax time, at top marginal rate plus the 3.8% ACA surcharge.


Sent via ER iPad app
__________________
wingfooted is offline   Reply With Quote
Old 11-04-2015, 05:41 AM   #473
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 16,396
Quote:
Originally Posted by Andre1969 View Post
I ran my numbers this morning, and it was a nice little bounce back. My return is about 3.8% YTD.

I'm too lazy to look back to my earlier replies in this thread, but I think I was up as high as 5.5-6% back in May, and off as much as 2.5-3.5% in September.

While it's nowhere near the double-digit jumps I had back in 2009, 2010, 2012, and 2013, it still beats the alternative!
+1 but mine is 2.18% (annualized). It is nice to be solidly in positive territory again, but that could change.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is offline   Reply With Quote
Old 11-04-2015, 08:47 AM   #474
Full time employment: Posting here.
 
Join Date: Apr 2014
Location: Houston
Posts: 639
These posts made me finally go look at what this bounce back has done to our portfolio.

YTD as of 11/4 = +5.2%, nice bounce from end of 3Q YTD of -7.5%

Bounce came from rebound of energy stocks + large cash investment at the August correction into stocks and funds that had been heavily impacted by low oil prices and/or the correction.
__________________
Whisper66 is offline   Reply With Quote
Old 11-04-2015, 11:07 AM   #475
Recycles dryer sheets
 
Join Date: Jun 2014
Posts: 481
3% YTD as of yesterday including dividends. I'll take it. I did notice though that the stuff I picked myself is returning 5%, being dragged lower by the 1% return of Vanguard Index funds that I have which are professionally managed... hmmm.
__________________
karen1972 is offline   Reply With Quote
Old 11-04-2015, 11:52 AM   #476
Thinks s/he gets paid by the post
Cobra9777's Avatar
 
Join Date: Jul 2012
Location: Texas
Posts: 1,132
Up 2.4% YTD as of yesterday's close, same as a 60/40 benchmark of VTI/BND.

Real estate continues to be the bright spot, which makes up for 3 not-so-bright spots:

1. International emerging markets, where I increased my position earlier this year.
2. A high-dividend ETF that is overweight energy and utilities.
3. Two corporate bond ETFs (1 high-yield) that have underperformed the overall bond market.
__________________
Retired at 52 in July 2013. On to better things...
AA: 55% stock, 15% real estate, 27% bonds, 3% cash
WR: 2.0% SI: 2 pensions, some rental income, SS later
Cobra9777 is online now   Reply With Quote
Old 12-01-2015, 04:49 PM   #477
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,123
Up 2.5% YTD, anemic return at best but I think I am not too far from average. My two short term trading accounts are my best performers and 12% & 15% return so far. My worst are international funds.
__________________
Pura Vida
robnplunder is offline   Reply With Quote
Old 12-01-2015, 04:57 PM   #478
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 21,076
As of Dec 1st, XIRR is 0.97% (takes into account all withdrawals)
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 12-01-2015, 05:16 PM   #479
Full time employment: Posting here.
gcgang's Avatar
 
Join Date: Sep 2012
Posts: 924
Gotta see if I'm still in last place. DWRR -(3.39)% thru 11/30.
__________________
gcgang is offline   Reply With Quote
Old 12-01-2015, 06:22 PM   #480
Recycles dryer sheets
 
Join Date: Feb 2012
Posts: 78
Up 2.4% including dividends. I'm glad that I didn't pay any investment advisory fees. I would have been pretty upset to have used half of my earnings to pay fees.
__________________

__________________
KMyer is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
YTD Performance Poll 4merKPer FIRE and Money 98 08-09-2011 12:09 PM
YTD 2006 investment Sam FIRE and Money 84 12-04-2006 01:39 PM
What's Your YTD Return? Tommy_Dolitte Young Dreamers 53 12-02-2004 07:10 AM

 

 
All times are GMT -6. The time now is 07:40 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.