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Old 01-30-2015, 04:57 PM   #41
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Had to check Quicken since I don't track monthly but we're up 1.28% with a 55/45 split. All in index funds and only about 10% international.
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Old 01-30-2015, 06:19 PM   #42
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What is really amazing YTD in 2015 are the bonds:
  • 5 year US Treasury - interest rate has dropped from 1.65% to 1.19%
  • 10 year US Treasury - interest rate has dropped from 2.17% to 1.68% which is the biggest one month drop since 2011
  • 30 year US Treasury - interest rate has dropped from 2.75% to 2.25%. Somewhere said 10% gain in Jan for 30 year bonds.
Huge moves just today.
Treasurys Post Biggest Monthly Gain Since 2011 - WSJ
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Old 01-30-2015, 06:29 PM   #43
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Originally Posted by audreyh1 View Post
What is really amazing YTD in 2015 are the bonds:
  • 5 year US Treasury - interest rate has dropped from 1.65% to 1.19%
  • 10 year US Treasury - interest rate has dropped from 2.17% to 1.68% which is the biggest one month drop since 2011
  • 30 year US Treasury - interest rate has dropped from 2.75% to 2.25%. Somewhere said 10% gain in Jan for 30 year bonds.
Huge moves just today.
Treasurys Post Biggest Monthly Gain Since 2011 - WSJ

The great bond performance is sure to change soon, as I recently bought a slug of EDV, or long Treasury zeros.


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Old 01-30-2015, 06:49 PM   #44
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OK a bit **** after today hehe.
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Old 01-30-2015, 06:50 PM   #45
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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.
^^ this
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Old 01-30-2015, 06:51 PM   #46
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Yeah pretty much normal for January.
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Old 01-30-2015, 07:00 PM   #47
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Down an even 1% in a 69/31 portfolio (65/35 taxable, 76/24 IRA). Time to rebalance a bit, I think.
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Old 01-30-2015, 07:11 PM   #48
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Old 01-30-2015, 08:54 PM   #49
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I don't get notice of my Jan dividends until tomorrow, so how can anyone know how they did in Jan 2015 without the divies?
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Old 01-30-2015, 09:01 PM   #50
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The performance I posted is month to date out of Quicken.
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Old 01-31-2015, 02:03 AM   #51
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I don't get notice of my Jan dividends until tomorrow, so how can anyone know how they did in Jan 2015 without the divies?

Not sure what your brokerage account does, but what at least my on line brokerage does is as soon as a holding goes ex- dividend, the dividend amount is moved into an accrual account and balances reflect the accrual. The accrual is paid to cash and reversed on the day dividends are paid.




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Old 01-31-2015, 06:34 AM   #52
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Down 0.1% as of 1/30/15 end of day.
OOpps. that was down 0.1% end of day for 1/29.

After market closings on Friday 1/30/15 I am now down 0.5%.
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Old 01-31-2015, 07:15 AM   #53
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Not sure what your brokerage account does, but what at least my on line brokerage does is as soon as a holding goes ex- dividend, the dividend amount is moved into an accrual account and balances reflect the accrual. The accrual is paid to cash and reversed on the day dividends are paid.




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Doesn't do that for stocks.

But the bond fund (and mutual fund) divies don't work that way as there isn't a declaration except for end of year, and that is an estimate. So you know once it is paid, which is usually the ex-div date anyway. But even that I can't download until the next morning.
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Old 01-31-2015, 08:07 AM   #54
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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.

Now that Jan 2015 has closed, we are +.21%. That is due to REIT and some new Roth contributions. Return was essentially flat.

I see that S&P has dipped below the 2000 level.
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Old 01-31-2015, 09:11 AM   #55
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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.
True, true. From the start of this thread (presuming the posts on the 28th were based on 27th close), the S&P as gone down 1.3%, then up 1% and then down 1.3%...and most of the portfolio results reported are a fraction of a percent one way or the other.

All that being said, I'm down in an amount in the very low quadruple digits after the close yesterday (Friday). That's in USD. I reported it that way because I'm not sure my calculator would have enough significant digits to report a percentage.
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Old 01-31-2015, 10:31 AM   #56
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Down 1.2% on a 75/25 allocation. White caps on the water and a bit windy....stay the course.
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Old 01-31-2015, 01:10 PM   #57
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Down 1.2% on a 75/25 allocation. White caps on the water and a bit windy....stay the course.
Aye aye Cap't, but getting real tired of this sideways stuff. Been going on since what? September?

Seems that if I only checked my balances on Wednesdays I'd be thinking that I'm way ahead...then Friday comes and deflates me more than a Patriots football!
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Old 01-31-2015, 01:31 PM   #58
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Old 01-31-2015, 01:41 PM   #59
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+2.57%

On cost of living, Mxn peso is dropping like a rock, so my "living" withdrawals are giving me a 10-15% reduction. Rent went from $538 to $467 (I pay in pesos) in the past couple months. I'm taking a bunch more out for a lock in COL for a few months or so.

So far, inflation is nil for my personal costs. Rent is fixed, groceries haven't gone up much & fuel is a set price by to gubment. Leaving for Europe on Sunday...exchange rate will help us there as well.
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Old 01-31-2015, 01:49 PM   #60
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I'm down about 2% by the looks of things.
S&p down 3%.

Is that right?
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