2015 YTD investment performance thread

[ERTX]

Quote:

Originally Posted by target2019 Chocolate is discretionary, even during the Apocalypse. SJM is what the perma-Apocalyptic bears have been buying since word got out. No HSY on their (half-eaten) faces as far as I can tell.

Hey, when you watch the doom and gloom movies, what do they all want - chocolate. See he is reaching for a chocolate bar..........
and SJM is my 7th largest holding right now (I am hoping Buffett will take them over and will sell into that pop) .

[Mulligan]

Quote:

Originally Posted by ERTX My utilities holdings are getting creamed this morning. Added to: PNY, AVA, WEC, WR and LNT using some of my Vanguard free trades. As long as they keep raising the dividend, I will keep buying them.

I saw that today. I own several utility preferreds, but none of their common. All of the common issues have had a decent haircut, but the preferreds keep climbing higher. They definitely do not move together.


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[kaudrey]

Two month YTD: 2.92%

[Samething]

YTD +10.35%. That's the good news. Bad news is toooo much of my NW is in my company retirement plan. OMY.

[ERTX]

YTD 2.91%. 8 dividends hit my brokerage account today, redirected 70% of that amount to buy more shares of BAX at the open.

[sailor]

Quote:

Originally Posted by supernova72 Our 401K switched to a new administrator which produces a chart for "Personal Performance" that excludes contributions. So through 2/27/15: 2.77% Not great but not horrible. I like the GREEN area. Ha Attachment 21223

Supernova - that looks like Schwab institutional chart. They use Modified Dietz Method instead of IRR. Your performance might be higher than you think

[robnplunder]

Anyone pulling back a little at this stock market level?

[tulak]

Quote:

Originally Posted by robnplunder Anyone pulling back a little at this stock market level?

Nope.

Maybe I should. Or maybe I shouldn't. Tough to know for sure, so I'll split the difference.

[target2019]

Scotty: "I'm givin' her all she's got, Captain! If I push it any harder the whole thing will blow!"

[MichaelB]

Quote:

Originally Posted by target2019 Scotty: "I'm givin' her all she's got, Captain! If I push it any harder the whole thing will blow!"

I think that's written on a sign hanging in the office of the Fed Chair.

[audreyh1]

2.2% at end of Feb.

After these two days I'm sure it's less!

[NW-Bound]

After all that "Wh***ing", who would be surprised that the market is sent reeling?

Keep your seatbelts fastened. It's just starting, folks.

[ERTX]

Quote:

Originally Posted by robnplunder Anyone pulling back a little at this stock market level?

Starting taking dividends in cash late last week. It would very healthy if the indexes move back into long term moving averages the NDX is very extended. If they break below the 50DMA, will buy some inverse ETFs to hedge my long side and see if the 200DMA holds. But do not see anything worry yet, just a little extended.

[ERTX]

Doing a little day trading, AHs bought

QLD - 2x long NDX @$150.12 x 500 shares
SSO - 2x long SPX @$133.25 x 500 shares

Have to be here in the morning to "supervise" the cleaner and robnplunger post got me back into doing TA. Was unable to day trade much from Thailand and the itch needs to be scratched. Got a stop loss 2% either way (will move my stop loss up but not down). Let's roll them bones.

[BrianB]

Up 0.06% on investments and 0.05% net worth.
Energy holdings and utilities to blame.

[samclem]

Quote:

Originally Posted by ERTX Have to be here in the morning to "supervise" the cleaner and robnplunger post got me back into doing TA. Was unable to day trade much from Thailand and the itch needs to be scratched.

[ERTX]

Quote:

Originally Posted by ERTX Doing a little day trading, AHs bought QLD - 2x long NDX @$150.12 x 500 shares SSO - 2x long SPX @$133.25 x 500 shares

Timing. After I entered the trade, "found out" that my nephews will be shuffled off to me for the weekend. They have a full plate of events that they want to do and I have been lazy "very" about moving in. Also, I receive a new credit card today and need to change over 11 autopays because some have payments due early next week (I moved in Feb 10 but started the utilities on Feb 7 so I could have a builder do a home inspection on his day off - this house has been empty and utilities turned off for over a year). Things you do to buy on the cheap. 3 bed/3 full bath/3 car garage with another car space size storage room, 2690 square feet, all wood floor ranch, on .3 acre for $145K and pretty much move in ready, with amazing mountain views - had to change some light bulbs, get ceiling fans to unwobble, spend $300 on the yard and that was about it, was a very good deal.

Will exit this trade shortly after the open. On the open will buy additional shares of STX and ABBV. Talk to you again in 3 days, that is if I survive the weekend.

[robnplunder]

Up 3% after the 1st quarter. Lagging are the gold ETF & international high yield bond fund (got Russian company bonds). Leading are my two short term trading accounts with 17% & 8% gains YTD. They make up 40% of my total gain YTD.

[LOL!]

For reference, a 60/40 stock/bond portfolio such as the Vanguard LifeStrategy Moderate Growth fund is up 2.2% through March 31st.

[retire2020]

65/35 portfolio…. 2.4% YTD