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Old 01-31-2015, 03:36 PM   #61
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Down about 1%, S&P is down 3%+ so that's ok by me.


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Old 01-31-2015, 04:41 PM   #62
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We're down around 0.6% for Jan, but 4 days earlier we were up 0.4% for the year, so it's hard to pay any attention to the noise.
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Old 01-31-2015, 04:51 PM   #63
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I am up slightly in January, annualized return just over 7.25%.
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Old 01-31-2015, 05:58 PM   #64
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I don't know if I'm up or down but I think I have enough
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Old 01-31-2015, 09:32 PM   #65
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Our investment mix is, I think, different than most who post on this forum. We have 43% stocks, the rest bonds. However, starting a little last April, then a bunch more in September we moved about 1/3 of our bonds into Vanguard BLV. These are long term bonds, and they've done well. YTD, we're up about 1 1/2% over all.

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Old 02-01-2015, 07:30 AM   #66
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Originally Posted by sbwitte View Post
Our investment mix is, I think, different than most who post on this forum. We have 43% stocks, the rest bonds. However, starting a little last April, then a bunch more in September we moved about 1/3 of our bonds into Vanguard BLV. These are long term bonds, and they've done well. YTD, we're up about 1 1/2% over all.

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That was a gutsy move. What inspired it?
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Old 02-01-2015, 08:22 AM   #67
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Down 1.3%; we have a fair amount of international exposure.


The ADR for the stock in my Switzerland-based former employer did nicely. Too bad we have only $4K in it!
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Old 02-01-2015, 08:43 AM   #68
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Down .002% as of this morning, after month end postings.
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Old 02-01-2015, 08:47 AM   #69
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Down 1.3%; we have a fair amount of international exposure.


The ADR for the stock in my Switzerland-based former employer did nicely. Too bad we have only $4K in it!
Interesting - my international funds are up for the year.

Seriously!

I added to most of my international funds on Jan 2, and they as a group are up 0.5% for the year since, which is way better than the other (US) equity funds, which are all down (except for REITs). My worst performing asset class is US large value.
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Old 02-01-2015, 09:03 AM   #70
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Down .03% after Friday's close.
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Old 02-01-2015, 09:20 AM   #71
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Originally Posted by audreyh1 View Post

I added to most of my international funds on Jan 2, and they as a group are up 0.5% for the year since, which is way better than the other (US) equity funds, which are all down (except for REITs). My worst performing asset class is US large value.
My international is also adding to the total so far this year. Last year I added a hedged European investment, which is outperforming everything else, and I'm thinking of adding to it.
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Old 02-01-2015, 03:59 PM   #72
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Down 2.7% since first of the year.
Down 11.7% since peak on 1 Sept 2014. This is a big bite for us. Fortunately, we turned a large fraction to cash before the big drop to have cash to pay for backdoor Roths.
I am turning lemons into lemonade by doing a backdoor Roth with the big losers (O&G). I have confidence that oil will return to expensive some day. I hope I live that long.

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Old 02-01-2015, 04:41 PM   #73
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Down 0.4% for Jan. No changes planned except normal adjustments during our annual rebalance/generate cash 2015's IRA withdrawal.
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Old 02-01-2015, 06:30 PM   #74
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Yeah I may rebalance this quarter : dropping a cash infusion in
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Old 02-01-2015, 11:48 PM   #75
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Down .29% YTD. No big deal. Staying the course.
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Old 02-02-2015, 04:31 AM   #76
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Audreyh1, re: "gutsy move"... into long term bonds, mostly, I was after the 4.5 % yield. I put $50k into this BLV etf in April just to try it out. I figured it would be OK even with it's 14 year duration. I decided almost immediately that I wanted a lot more of it but had to wait as the price kept unexpectedly climbing. Then in September it pulled back a bit. We put $250k more in then. I never anticipated it would climb another 10%, but that is what it has done.

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Old 02-02-2015, 03:17 PM   #77
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Originally Posted by athena53 View Post
Down 1.3%; we have a fair amount of international exposure.


The ADR for the stock in my Switzerland-based former employer did nicely. Too bad we have only $4K in it!

Most global/internationals have done better than US equity YTD. What was yours in, if I may ask?
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Old 02-03-2015, 07:32 AM   #78
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As of this morning, I'm up 0.15%. But with the big swings in the market this year, could easily turn down any day. I'm staying the course, though.
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Old 02-03-2015, 09:38 AM   #79
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How are you all doing? What is working YTD for you? What changes do you plan to make?




With S&P 500 index down for January, most of the members should be outperforming the index given the "balanced" nature of the members' portfolio. I am no different. I am up 1% as of 1/28 due to good YTD performance from Gold, Global & Emerging market funds, Bond funds, and a bit of short term trading with my "gambling" money. It's a welcome change (?) from last year when my portfolio underperformed the index the entire year. I may continue to trade given the choppy market condition.

My TSP is at 5.6% at this point in Feb 15. Roth is about 6% DW's 401K is at 5.1%
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Old 02-03-2015, 10:09 AM   #80
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I presume this is annualized performance, not results for just January.
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