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01-30-2015, 03:57 PM
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#41
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Thinks s/he gets paid by the post
Join Date: Aug 2010
Posts: 1,440
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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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01-30-2015, 05:19 PM
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#42
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,010
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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
__________________
Retired since summer 1999.
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01-30-2015, 05:29 PM
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#43
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,568
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Quote:
Originally Posted by audreyh1
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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The great bond performance is sure to change soon, as I recently bought a slug of EDV, or long Treasury zeros.
Sent from my iPad using Early Retirement Forum
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
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01-30-2015, 05:49 PM
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#44
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Recycles dryer sheets
Join Date: Jul 2013
Location: Cape Canaveral
Posts: 93
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OK a bit **** after today hehe.
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01-30-2015, 05:50 PM
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#45
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2007
Posts: 13,202
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Quote:
Originally Posted by audreyh1
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.
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^^ this
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01-30-2015, 05:51 PM
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#46
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Recycles dryer sheets
Join Date: Jul 2013
Location: Cape Canaveral
Posts: 93
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Yeah pretty much normal for January.
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01-30-2015, 06:00 PM
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#47
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Full time employment: Posting here.
Join Date: Jan 2014
Location: Austin
Posts: 661
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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.
__________________
ER'd 6/1/2014 @ age 53. Wow, is it already 2022?
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01-30-2015, 06:11 PM
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#48
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,037
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+ 0.14 according to M* portfolio tool
AA 43/54/3
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
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01-30-2015, 07:54 PM
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#49
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,010
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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?
__________________
Retired since summer 1999.
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01-30-2015, 08:01 PM
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#50
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Thinks s/he gets paid by the post
Join Date: Aug 2010
Posts: 1,440
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The performance I posted is month to date out of Quicken.
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01-31-2015, 01:03 AM
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#51
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Recycles dryer sheets
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 247
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Quote:
Originally Posted by audreyh1
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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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.
Sent from my iPad using Early Retirement Forum
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01-31-2015, 05:34 AM
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#52
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Recycles dryer sheets
Join Date: Mar 2011
Location: North Carolina
Posts: 217
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Quote:
Originally Posted by prototype
Down 0.1% as of 1/30/15 end of day.
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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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01-31-2015, 06:15 AM
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#53
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,010
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Quote:
Originally Posted by wingfooted
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.
Sent from my iPad using Early Retirement Forum
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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.
__________________
Retired since summer 1999.
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01-31-2015, 07:07 AM
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#54
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,686
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Quote:
Originally Posted by target2019
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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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01-31-2015, 08:11 AM
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#55
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Moderator
Join Date: Oct 2010
Posts: 10,656
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Quote:
Originally Posted by pb4uski
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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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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01-31-2015, 09:31 AM
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#56
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Recycles dryer sheets
Join Date: Dec 2007
Posts: 482
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Down 1.2% on a 75/25 allocation. White caps on the water and a bit windy....stay the course.
__________________
Retire date Jan. 10, 2018
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01-31-2015, 12:10 PM
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#57
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2011
Posts: 8,363
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Quote:
Originally Posted by ikubak
Down 1.2% on a 75/25 allocation. White caps on the water and a bit windy....stay the course.
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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!
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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01-31-2015, 12:31 PM
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#58
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Thinks s/he gets paid by the post
Join Date: Oct 2008
Posts: 2,782
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First 401K is - 0.3 % Second 401K is + 0.0
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01-31-2015, 12:41 PM
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#59
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Thinks s/he gets paid by the post
Join Date: Mar 2011
Location: North TX
Posts: 1,800
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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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01-31-2015, 12:49 PM
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#60
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gone traveling
Join Date: Jun 2014
Location: Suburbs of Mpls
Posts: 272
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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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