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Old 03-31-2015, 09:52 PM   #161
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At the end of the first quarter, my 60/40 portfolio is +2.5%. I use Wellington as a benchmark since it's a very well run 60/40 portfolio. Its only +0.9% so I'm very happy.
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Old 03-31-2015, 10:14 PM   #162
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60/40 AA... up 2.0%

[3/31 balance/(12/31 balance - YTD withdrawals)] -1

Benchmark = Vanguard 2020 Target Retirement is up 2.18%... * 94% to adjust for my 6% cash is 2.05% so I'm slightly lagging my benchmark
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Old 04-01-2015, 07:17 AM   #163
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I'm up about 3.9% as of yesterday's close. Not complaining, but I'm down a bit off a peak hit earlier in the month, where I think I was up about 5.4%.

I'm really interested to see how April pans out. I looked at my records, and for the past 9 years, April was an up year for me. My accounting gets a bit sloppy for 2005 and earlier though...for some reason I didn't save data for every single month until 2006. And from 2006 thru August 2011, I'd keep track highs and lows, rather than the last day's data. For instance, if the high point for April 2011 was on the first, and it happened to hit a new peak on my graph, but then fell for the rest of the month, then I would have only kept the 4/1/11 data point for posterity. So, that would have shown up as an up month for me, but in the real world, 4/11 would have been a down month.

So, take my anecdote with a grain of salt.
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Old 04-01-2015, 08:46 AM   #164
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Closed the first quarter up 1.7%. Took a bit of a hit on the company stock I still hold since I was up about 2.9% earlier.
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Old 04-01-2015, 12:39 PM   #165
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65/35 portfolio and up 2.5% in the first quarter.

Tilting to small-value and international has been good this year (not so much last year).
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Old 04-01-2015, 12:47 PM   #166
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For reference, a 60/40 stock/bond portfolio such as the Vanguard LifeStrategy Moderate Growth fund is up 2.2% through March 31st.
Wow, I'm 60/40 on my own (with diversified AA and ignoring cash) and that's exactly what mine has returned so far in my first quarter of retirement.

I'd be thrilled if I could get 2% every quarter, year and year, and I'm glad to see that we may be in for a period of slow sustained growth for a while.
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Old 04-01-2015, 01:03 PM   #167
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Think I'm lagging the rest of you. 401K personal perf (excluding contributions): 1.95% YTD. 62/38 ish mix. Diversified Real Asset fund has been a dud thus far.
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Old 04-01-2015, 01:05 PM   #168
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Not thrilled here; IRR of 1.3% on major brokerage account, 1.2% on Fidelity (which I manage on my own). Portfolios are probably 70% equities. Both come out to more than my average 6% return in my projections when annualized, though.


Time to go back and see what's underperforming.
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Old 04-01-2015, 01:40 PM   #169
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I am lagging this year, up just over 1% YTD (41/59 AA).
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Old 04-01-2015, 01:52 PM   #170
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Up 3.7% on a 88/12 mix.
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Old 04-01-2015, 01:59 PM   #171
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Up 2.0% in the first quarter... 2.1% excluding cash. AA is in my signature. Seems reasonable vs other posts. My international equity allocation is still light, which drove 0.2% gap vs the 2.2% 60/40 benchmarks. I also tilt to large-cap, high-dividend ETFs, which did great last year, but not so much in the first quarter. On the positive side, the bond portfolio benefitted from positions in high-yield (HYG) and investment-grade (LQD) corporate; and the relatively large real estate allocation continues to perform well. I'm thinking this is the year I get international equity in line with conventional wisdom.
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Old 04-01-2015, 03:06 PM   #172
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2.73% for Q1 2015

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Old 04-01-2015, 03:24 PM   #173
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Not thrilled here; IRR of 1.3% on major brokerage account, 1.2% on Fidelity (which I manage on my own). Portfolios are probably 70% equities. Both come out to more than my average 6% return in my projections when annualized, though.


Time to go back and see what's underperforming.
Huh? Wouldn't 1.3% for a quarter annualized be less than 6%? ie; (1.013^4)-1

You haven't been retired and out of the game that long.
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Old 04-01-2015, 03:39 PM   #174
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Huh? Wouldn't 1.3% for a quarter annualized be less than 6%? ie; (1.013^4)-1

You haven't been retired and out of the game that long.
Oops. I started with the annualized IRR but hadn't corrected the formula to bring it down to a quarterly rate. I still had (1+ annualized IRR) ^(1/6)-1 from last month. OK, so my quarterly rates are 1.9% and 1.8% for the 2 accounts. I feel better!

Two major investments that underperformed are Berkshire, which dropped 5%, and MADVX. I'm sure the strengthening of the $US has hurt a few smaller holdings. No reason I can see to change anything.
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YTD up about 2.67%...
Old 04-01-2015, 03:47 PM   #175
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YTD up about 2.67%...

SigFig has me at 40% equities, 30% fixed/cash and 20% Other. My biggest single investment at 10% of my portfolio is a healthcare mutual fund that's up nearly 9% YTD so that has certainly helped. I've had that fund for some 25 years and have pruned it a bit over the last 10 but it keeps on galloping ahead.
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2015 YTD investment performance thread
Old 04-02-2015, 09:54 AM   #176
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2015 YTD investment performance thread

I said I'd probably wait till 2016 to post performance and I will at year-end over in LOL!'s Market Timing Newsletter (the home of my "fund-of-funds", aka STLYX*).

To fulfill my promise here, it returned 3.6% in Q1.
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Old 04-02-2015, 01:46 PM   #177
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Think I'm lagging the rest of you. 401K personal perf (excluding contributions): 1.95% YTD. 62/38 ish mix. Diversified Real Asset fund has been a dud thus far.
Looks normal return to me given where the market is.
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Old 04-02-2015, 03:47 PM   #178
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For Q1 2015 plus 13.9% on a time weighted return basis for the quarter only not including and additional deposits but inclusive of dividends, margin interest and brokerage fees.

Still not back to my high point of November, 2014 and negative spike experienced on 'Black Friday' due to Saudi decision not to reduce production / resultant crash in oil stocks, where I was overweighted.

Primary reason for over performance vs. S&P 500 in Q1 was overweight position in AAPL.

Current book:

AAPL
APC
CMI
GILD
BAC
PXD
GPRO
Long BHI / Short HAL merger arbitrage combination.
Short various out of the money call options on the above.




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Old 04-02-2015, 03:58 PM   #179
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For Q1 2015 plus 13.9% on a time weighted return basis for the quarter only not including and additional deposits but inclusive of dividends, margin interest and brokerage fees.
So divide by 4 or about 3.5%.
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Old 04-02-2015, 04:10 PM   #180
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So divide by 4 or about 3.5%.



No 13.9% is for just the quarter. Annualized over 50% if the portfolio continues to advance at this pace.


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