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Old 01-01-2016, 04:19 PM   #641
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Up 4.25% for me. Up 4.15% for my husband. I think I reported it wrong earlier because I've looked in the wrong account.


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Old 01-01-2016, 04:36 PM   #642
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I am pretty sure that I have my final computations done. No more estimating!

Quote:
Originally Posted by REWahoo View Post
If I add back to our portfolio what we withdrew this year, the total equals our portfolio balance on January 1, 2015. Return of 0.0%.
If I add back to my portfolio what I withdrew this year, the total is up 3.4% compared with one year ago.

But, there was this teeny tiny little itsy bitsy detail - - something about, er, buying my dream house in cash, selling my other, lesser house, and moving? that just messes up things in my case. So, if I don't add back in, it's down 6.1%. This is due to using my portfolio to live on, plus expenses of buying/selling/moving, plus market conditions.

Honestly that is nothing compared with what 2008 did to most of us. Or so I keep telling myself. Good thing this won't happen every year.
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Old 01-01-2016, 05:00 PM   #643
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Originally Posted by papadad111 View Post
Touché old timer !! Have a prosperous 2016
I think it's illegal to touché an old timer. But, maybe it depends on where you actually touché him or her (especially her).

That said, have a prosperous 2016 yourself, kid.
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Old 01-02-2016, 10:18 AM   #644
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Down (4.20%), DWRR. I suck.

Better start spending more before I lose it all.

Wait until next year.
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Old 01-02-2016, 10:39 AM   #645
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Down 0.59% for the year, which is in-line with my benchmark VSMGX Lifestrategy Moderate Growth Fund which lost 0.57% (60/40 AA, int'l diversification on both stocks and bonds).

VWENX Wellington only returned 0.14% and is my US active fund benchmark, so not too far off there either. A meh year overall.
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Old 01-02-2016, 10:43 AM   #646
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Our portfolio ended the year up 0.1%, compared with our benchmark which declined 2.4%.
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Old 01-02-2016, 12:55 PM   #647
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Down 2.5%, largely due to the collapse in energy stocks and a hefty chunk of foreign equities that suffered from the rise of the dollar. Here's to a better 2016.
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Old 01-02-2016, 01:48 PM   #648
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Up 0.23% on a AA of 25/15/60... Working on getting back to a AA of 60/30/10. Hope for some good buying opportunities in 2016 ...
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Old 01-02-2016, 02:44 PM   #649
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Up 0.23% on a AA of 25/15/60... Working on getting back to a AA of 60/30/10. Hope for some good buying opportunities in 2016 ...
Up about .4%--got hit by energy and EM/Foreign, like Gumby. But I'll take it.
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Old 01-02-2016, 03:56 PM   #650
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Negative 0.8% for 2015.

Last negative year was 2011 when the portfolio was down 1.88%.
-.24 for 2015

-7.4 for 2011

Maybe my efforts to reduce volatility are paying off.
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Old 01-02-2016, 04:03 PM   #651
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I still remember the following passage read in 1999 from a financial magazine (do not remember the obscure author, but he sounded like a Dave Barry wannabe)

"I invest in mutual funds. Lots of them. Here's how they work. When the market goes down, they go down a lot. When the market goes up, they go down a little".
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Old 01-02-2016, 05:41 PM   #652
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Down .005% for 2015 after IRA withdrawals and Roth conversions.
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Old 01-02-2016, 05:51 PM   #653
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Down 0.70% for 2015 on a 50/50 allocation. Benchmark was down 0.40%.
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Old 01-02-2016, 05:57 PM   #654
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Just above break even overall. About 40% of portfolio is in Wellington which was up .14%, so remainder of portfolio (in 401k) did about the same.
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Old 01-02-2016, 07:12 PM   #655
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Up 1.388%. Call it +1.4% for the year.
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Old 01-02-2016, 07:17 PM   #656
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+0.02% 66/28/6
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Old 01-02-2016, 08:36 PM   #657
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-1.4% 65/35 50/50 Domestic/International
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Old 01-02-2016, 09:57 PM   #658
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Up only +1.4% for investments in 2015.
Total NW up +20% from Dec. 2014 however.
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Old 01-02-2016, 10:15 PM   #659
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All Vanguard Portfolio of 50/50 % shows 0.2 % return

I am glad the return is not a loss, a wasted year for investment, let us hope 2016 will turn out a little better.
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Old 01-03-2016, 11:30 AM   #660
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Up only +1.4% for investments in 2015.
Total NW up +20% from Dec. 2014 however.

Awesome job!


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