Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 02-03-2015, 10:44 AM   #81
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,493
Quote:
Originally Posted by audreyh1 View Post
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.
One trading day later - down only 0.1%. Just a lot of noise.

Wake me up when the S&P drops below 1900. Then I might want to start paying attention.
__________________

__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   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 02-03-2015, 12:05 PM   #82
Thinks s/he gets paid by the post
target2019's Avatar
 
Join Date: Dec 2008
Posts: 3,708
Quote:
Originally Posted by Brat View Post
I presume this is annualized performance, not results for just January.
I think some may be including new contributions, or it is annualized as you stated.
__________________

__________________
target2019 is offline   Reply With Quote
Old 02-03-2015, 12:09 PM   #83
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,493
Quote:
Originally Posted by Brat View Post
I presume this is annualized performance, not results for just January.
I think most of us were reporting results just for January.
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   Reply With Quote
Old 02-03-2015, 01:42 PM   #84
Recycles dryer sheets
wingfooted's Avatar
 
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 218
Quote:
Originally Posted by Brat View Post
I presume this is annualized performance, not results for just January.

At least for my report, no - all results YTD.


Sent from my iPad using Early Retirement Forum
__________________
wingfooted is offline   Reply With Quote
Old 02-03-2015, 03:17 PM   #85
Recycles dryer sheets
Theseus's Avatar
 
Join Date: Aug 2013
Posts: 484
Well, so far it's kind of like those first moments after stepping on the scale - watching the numbers fluctuate wildly, wondering where things will level out

Gee, today I'm a genius investor again!
__________________
Theseus is offline   Reply With Quote
Old 02-03-2015, 03:31 PM   #86
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,124
Quote:
Originally Posted by wingfooted View Post
At least for my report, no - all results YTD.

Most reported YTD results except Brat. One of my short term trading (gambling, fun?) account's annualized return is 115%! But it's such a small amount that my overall YTD gain is only around 1% (2% after today - dow up 300+ ).
__________________
Pura Vida
robnplunder is offline   Reply With Quote
Old 02-03-2015, 04:06 PM   #87
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
 
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,914
My YTD as of yesterday is 1.1%. Heck if I could do that every month we would be sitting pretty as annualized that is over 12.6%. All in IRAs, no additions to base.
__________________
Duck bjorn.
Brat is offline   Reply With Quote
Old 02-03-2015, 04:32 PM   #88
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,493
Quote:
Originally Posted by Theseus View Post
Well, so far it's kind of like those first moments after stepping on the scale - watching the numbers fluctuate wildly, wondering where things will level out

Gee, today I'm a genius investor again!
Yeah, pretty much. I expect to be positive again YTD after today!

Then I'm going to quit looking!!!
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   Reply With Quote
Old 02-04-2015, 02:03 PM   #89
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,493
Quote:
Originally Posted by audreyh1 View Post
Yeah, pretty much. I expect to be positive again YTD after today!

Then I'm going to quit looking!!!
Yep, reversed and up 0.66% YTD 2 days later.

OK, I swear, I'm gong to quit looking!
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   Reply With Quote
Old 02-04-2015, 03:57 PM   #90
Thinks s/he gets paid by the post
DFW_M5's Avatar
 
Join Date: Sep 2003
Posts: 4,982
Quote:
Originally Posted by audreyh1 View Post
OK, I swear, I'm gong to quit looking!
And stop posting to this thread
__________________
Doing things today that others won't, to do things tomorrow that others can't. Of course I'm referring to workouts, not robbing banks.
DFW_M5 is offline   Reply With Quote
Old 02-26-2015, 03:15 PM   #91
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,124
My end of month update:

Up about 3% thanks to the recent stock run. Not a single investment is in red but an international bond fund with some exposure to Russia is flat. With stock hitting all time highs, I have reduced my short term trading frequency. In January, buy low and sell high strategy worked well . I am afraid to buy at all time high even for short term trading.

Making no changes to the current investment strategy although I was tempted to dump the aforementioned international bond fund. Oh, well.
__________________
Pura Vida
robnplunder is offline   Reply With Quote
Old 02-26-2015, 06:02 PM   #92
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,625
Quote:
Originally Posted by robnplunder View Post
My end of month update: ...
You must be using some Mayan or Klingon calendar. For us regular folks, the end of the month of February is in a couple of days. February bond fund dividends will generally be unknown until Saturday morning.
__________________
LOL! is offline   Reply With Quote
Old 02-26-2015, 06:13 PM   #93
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,124
Quote:
Originally Posted by LOL! View Post
You must be using some Mayan or Klingon calendar. For us regular folks, the end of the month of February is in a couple of days. February bond fund dividends will generally be unknown until Saturday morning.
I was using my internal clock/calendar. Today felt like a Friday which is the last biz day of Feb. But it's only Thursday! This happens when you are working and yearning for Friday to come quicker .
__________________
Pura Vida
robnplunder is offline   Reply With Quote
Old 02-26-2015, 07:20 PM   #94
Recycles dryer sheets
robertf57's Avatar
 
Join Date: Jun 2014
Posts: 329
Up 3% YTD
__________________
robertf57 is offline   Reply With Quote
Old 02-26-2015, 07:31 PM   #95
Recycles dryer sheets
 
Join Date: Feb 2015
Posts: 121
YTD 2.78%. Avg yield 3.48%.
__________________
ERTX is offline   Reply With Quote
Old 02-26-2015, 08:06 PM   #96
Recycles dryer sheets
 
Join Date: Jan 2014
Location: Austin
Posts: 496
Quote:
Originally Posted by Looking4Ward View Post
Down an even 1% in a 69/31 portfolio (65/35 taxable, 76/24 IRA). Time to rebalance a bit, I think.
What a difference (less then) a month makes - now I'm up 2.3% YTD.
__________________
ER'd 6/1/2014 @ age 53. AA=70/30, WR=3%
Looking4Ward is offline   Reply With Quote
Old 02-26-2015, 08:24 PM   #97
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,493
Yeah, I'm going to wait until my next set of dividends are known in a few days.
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is online now   Reply With Quote
Old 02-26-2015, 09:00 PM   #98
Recycles dryer sheets
 
Join Date: Dec 2013
Location: Manhattan Beach
Posts: 194
11% YTD.

largely b/c we're FI and still working for another year or so, heavily weighted to equities - 80% or so. S&P Index funds and a handful of individual issues that have done very well so far, incl AAPL, GOOG, PCLN and other well-known names.

All the volatility has also been good for my options trading strategies.
__________________
TallTim is offline   Reply With Quote
Old 02-26-2015, 09:28 PM   #99
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: 16,450
Current value + YTD withdrawals = 102.8% of beginning of year value, so up 2.8% YTD. 60/34/6 AA
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is online now   Reply With Quote
Old 02-26-2015, 09:54 PM   #100
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: May 2004
Posts: 11,615
I guess I'm an outlier. I check my balances about twice per year: Mid Dec to see if I need to take any year-end tax moves (tax loss harvest, etc), and then after I do my taxes I rebalance.

I don't spend time tracking it. I can't control it, it's only significant over the course of years/decades (not days/months), so . . .Ignoring the fluctuation in the balance helped me keep investing over the long haul. I kept telling muyself I was buying shares--tiny parts of companies-- and that they all paid tiny dividends and would grow in value over the long haul. Their value might go up and down, but the number of tiny share portions would keep increasing steadily as I kept doing the monthly automatic purchases from my paycheck. Anyway, it worked for me ("if something is stupid but it works, it's not stupid")
__________________

__________________
"Freedom begins when you tell Mrs. Grundy to go fly a kite." - R. Heinlein
samclem is online now   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 09:15 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.