2015 YTD investment performance thread

[audreyh1]

Quote:

Originally Posted by audreyh1 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.

[target2019]

Quote:

Originally Posted by Brat 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.

[audreyh1]

Quote:

Originally Posted by Brat I presume this is annualized performance, not results for just January.

I think most of us were reporting results just for January.

[wingfooted]

Quote:

Originally Posted by Brat 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

[Theseus]

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!

[robnplunder]

Quote:

Originally Posted by wingfooted 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+ ).

[Brat]

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.

[audreyh1]

Quote:

Originally Posted by Theseus 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!!!

[audreyh1]

Quote:

Originally Posted by audreyh1 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!

[eytonxav]

Quote:

Originally Posted by audreyh1 OK, I swear, I'm gong to quit looking!

And stop posting to this thread

[robnplunder]

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.

[LOL!]

Quote:

Originally Posted by robnplunder 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.

[robnplunder]

Quote:

Originally Posted by LOL! 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 .

[robertf57]

Up 3% YTD

[ERTX]

YTD 2.78%. Avg yield 3.48%.

[Looking4Ward]

Quote:

Originally Posted by Looking4Ward 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.

[audreyh1]

Yeah, I'm going to wait until my next set of dividends are known in a few days.

[TallTim]

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.

[pb4uski]

Current value + YTD withdrawals = 102.8% of beginning of year value, so up 2.8% YTD. 60/34/6 AA

[samclem]

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")