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2015 YTD investment performance thread
01-30-2015, 12:52 AM
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#21
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Recycles dryer sheets
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 247
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2015 YTD investment performance thread
YTD 2015 plus 5.5% as of close 1/29/2015 (yesterday) based on time weighted rate of return.
Overweight AAPL, which reported positive earnings surprise on Tuesday.
Encouraging of course, but very early in the year to start taking any victory laps. Long ways to go in 2015.
As far as changes, I am thinking about hedging 1/2 my AAPL position by writing the 130 JAN 16 leaps, which are selling now for $8 per share.
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01-30-2015, 04:37 AM
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#22
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Thinks s/he gets paid by the post
Join Date: Jan 2014
Location: Bloomington, MN
Posts: 1,158
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Just peeked. Up 1.58% so far in my 401K
Transferred some money from fixed income to equities during the dips.
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01-30-2015, 04:52 AM
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#23
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Thinks s/he gets paid by the post
Join Date: Nov 2014
Location: Austin
Posts: 1,384
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-0.5% as of yesterday.
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01-30-2015, 05:36 AM
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#24
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Thinks s/he gets paid by the post
Join Date: May 2014
Location: Utrecht
Posts: 2,650
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In euro I'm actually up 5% (with a rough 50/50 allocation), but that's due to the exchange rate drop. In USD I'm actually down 5% or so.
Now, given that my costs are in euro too it seems I'm ahead?
I won't be in the seven comma club in USD for a long while though now, it seems.
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01-30-2015, 06:17 AM
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#25
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,356
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 Quote:
Originally Posted by Totoro
I won't be in the seven comma club in USD for a long while though now, it seems.
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Well, that would need to be at least one sextillion dollars (10 to the 21st) to have seven commas. Probably not within the reach of most of us. 
Still, don't give up hope:
Quote:
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The highest numerical value banknote ever printed was a note for 1 sextillion pengő (1021 or 1 milliard bilpengő as printed) printed in Hungary in 1946.
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Names of large numbers - Wikipedia, the free encyclopedia
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01-30-2015, 06:27 AM
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#26
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Thinks s/he gets paid by the post
Join Date: May 2014
Location: Utrecht
Posts: 2,650
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Mixed up seven figures and two commas there 
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01-30-2015, 06:29 AM
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#27
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Recycles dryer sheets
Join Date: Mar 2011
Location: North Carolina
Posts: 217
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Down 0.1% as of 1/30/15 end of day.
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01-30-2015, 06:32 AM
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#28
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,371
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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.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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01-30-2015, 06:44 AM
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#29
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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I pretty much track the US market at 3/4 rate since we keep 25% in cash and 75% in stocks. So I guess we are down about 2% YTD. Next week probably will be up 2% the way things swing now.
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01-30-2015, 07:29 AM
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#30
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Location: Alexandria, Va
Posts: 1,053
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I look monthly, so I was going to check today anyway. Up 0.46% for the month. No worries!
__________________
Two roads diverged in a wood, and I - I took the one less travelled by...
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01-30-2015, 07:52 AM
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#31
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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: 9,720
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Energy is gonna pop in Feb. These charts prove it.
Sector Performance by Calendar Month - CXO Advisory
Vanguard tells me my stuff is up .014585482823188%.
But they can't tell me about my other stuff, so it could be higher or lower.
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01-30-2015, 08:06 AM
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#32
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Thinks s/he gets paid by the post
Join Date: Jul 2004
Posts: 1,434
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I update on Saturday. Last Saturday, I was up .04% so, since I am overweight energy, I imagine it will be substantially less after next Saturday.
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01-30-2015, 08:18 AM
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#33
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,303
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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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+1. I rarely even look more than quarterly, and then only to rebalance if anything (usually not necessary), not looking at returns. I look at returns annually at most. YMMV
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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01-30-2015, 08:46 AM
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#34
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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completely flat.
__________________
May we live in peace and harmony and be free from all human sufferings.
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01-30-2015, 08:50 AM
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#35
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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Quote:
Originally Posted by target2019
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Not a bad time to get into the energy sector as it has taken some beating lately. Buy low?
__________________
May we live in peace and harmony and be free from all human sufferings.
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01-30-2015, 10:37 AM
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#36
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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Quote:
Originally Posted by braumeister
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I didn't even know "sextillion" word existed. If I didn't have the right context, I'd thought the word refers to a pill you take before sex.
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01-30-2015, 11:19 AM
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#37
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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: 38,145
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Quote:
Originally Posted by Midpack
+1. I rarely even look more than quarterly, and then only to rebalance if anything (usually not necessary), not looking at returns. I look at returns annually at most. YMMV
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I've been pos neg pos neg already several times YTD - so each day has a vastly different result!
__________________
Retired since summer 1999.
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01-30-2015, 11:45 AM
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#38
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Full time employment: Posting here.
Join Date: Sep 2012
Location: Albuquerque
Posts: 842
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My TSP is down about 1%. I don't normally check it unless there is a large drop or increase in the market. It would be down more if I had not rebalanced to 10% International and moved some of my G (stable value) to F (bonds). The ER end of the year threads on rebalancing motivated me to buy the International. Thanks, Audreyh1!
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01-30-2015, 02:30 PM
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#39
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Recycles dryer sheets
Join Date: Jul 2013
Location: Cape Canaveral
Posts: 93
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Pretty much flat using equity / bond indexes with a 70/25 split.
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01-30-2015, 02:44 PM
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#40
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Recycles dryer sheets
Join Date: Jan 2012
Posts: 442
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(- )1.6% for january in 100% stock (70% US, 30% Europe) portfolio.
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