Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 03-05-2016, 12:19 AM   #181
Full time employment: Posting here.
Coolius's Avatar
 
Join Date: May 2010
Posts: 545
Quote:
Originally Posted by sengsational View Post
Time to have a look at the results! I hope I got this right. It's left to right from the list.

But as we're talking about here..."timing is everything"

I have the honor of being the dot in the upper RHS of the chart.
But need to disclose that my portfolio is heavy in Preferred Stock and ETDs. I do not own any Mutual Funds, any Index Funds or ETFs.

I am not a Boglehead. But have great respect for their 3 index fund portfolio - might convert to that as advancing age dulls my senses.

Those who follow the Preferred Stocks thread know that Mulligan & I have similar investing strategies. Thinly traded Utility Preferred Stock make up a disproportionate % of the portfolio. Financial and REIT preferreds, and small amounts of selected blue chips comprise the balance.

Income securities were stable during the Jan-Feb period, and dividends received, plus gains from options trades, gave me the 1.66% YTD gain. There were no deposits or withdrawals for 2016.

I do not expect this ROI to be maintained, but if it does I will be a happy camper.
__________________

__________________
Coolius 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 03-05-2016, 07:58 AM   #182
Thinks s/he gets paid by the post
DFW_M5's Avatar
 
Join Date: Sep 2003
Posts: 4,734
As of close yesterday, down -.98%. Another couple of weeks like the last two, should be moving into the black.
__________________

__________________
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 03-05-2016, 07:59 AM   #183
Thinks s/he gets paid by the post
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 3,053
Quote:
Originally Posted by Coolius View Post
Income securities were stable during the Jan-Feb period, and dividends received, plus gains from options trades, gave me the 1.66% YTD gain.
Too bad that ROI isn't expected to continue.

A YTD performance thread like this is pretty much just entertainment; without knowing how much risk the portfolio is taking, the results can't really be compared. As stated earlier, if one compares to a benchmark that matches your allocation, that's probably more informative (but isn't as fun).
__________________
sengsational is offline   Reply With Quote
Old 03-05-2016, 08:04 AM   #184
Thinks s/he gets paid by the post
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 3,053
Quote:
Originally Posted by NW-Bound View Post
Wow, how nice to see that I brought up the rear of that short list as of 2/29.
Yeah, but if the market is good, you'll probably shoot past the pack.
__________________
sengsational is offline   Reply With Quote
Old 03-05-2016, 08:19 AM   #185
Dryer sheet wannabe
 
Join Date: May 2014
Posts: 24
UK based investor here. Good start for me with a YTD +1.7% coming off the back of a +0.9% 2015.

Nothing special in my portfolio - plenty of UK, Aus, US, Europe, Japan equity trackers, UK/Europe commercial property, UK Index Linked Gilts, Cash for a home/to tide me through the bad times and a few percent in gold.
__________________
GenghisKhan is offline   Reply With Quote
Old 03-10-2016, 07:07 AM   #186
Thinks s/he gets paid by the post
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 3,053
Quote:
Originally Posted by Totoro View Post
As of today my equity portfolio:

-2.8% in trackers (VT & VOE)
+8.2% in individual portfolio

In the beginning of the year performance between my two segments (tracker & individual) suddenly differed quite drastically, after 5-6 years of moving roughly in sync.
BTW, are you still into the magic formula experiment?
__________________
sengsational is offline   Reply With Quote
Old 03-12-2016, 09:21 AM   #187
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 17,046
As of Friday 3/11, looking at Quicken bottom line, I see that I am up $144 compared to 12/31/2015.

Lemme see what that is in terms of percentage...

Oh wait. I have been drawing money to live on. So, my living expenses of 0.5% YTD are really my gain (I draw money as I need, not predraw at beginning of year). It's all right. Let's hope that this trend continues.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leo Tolstoy
NW-Bound is online now   Reply With Quote
Old 03-12-2016, 09:25 AM   #188
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,161
My YTD return in Quicken as of this morning shows 0.00%. Not too bad considering it was negative 6% a month or so ago.
__________________
Corporateburnout is online now   Reply With Quote
Old 03-12-2016, 09:25 AM   #189
Recycles dryer sheets
 
Join Date: Oct 2011
Location: Upstate Ruralia
Posts: 253
I am UP 1.4% for 2016.

I was DOWN 2.4 % for 2015.

I need 1.0% to return to the opening balance of 2015.....

I have not had to take anything out of my 401k/IRA's since retiring 3 years ago, so it's pretty easy to track how those accounts have done!!!!

YAY!!!!
__________________
Lcountz is offline   Reply With Quote
Old 03-12-2016, 10:05 AM   #190
Thinks s/he gets paid by the post
 
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 2,336
Total return YTD is about +3.6%. Was down about 1% last year. 100% CDN div paying equities.
__________________
Danmar is offline   Reply With Quote
Old 03-12-2016, 01:38 PM   #191
Full time employment: Posting here.
 
Join Date: Mar 2014
Location: Southern Cal
Posts: 832
My husband's account is up 2%, he started with 80% cash and 20% stocks. He is too chicken to invest more. I'm ok with it.
Our taxable account went up 15% since the low, but it was down last year. So it's not as exciting as it seems.


Sent from my iPad using Early Retirement Forum
__________________
Fedup is offline   Reply With Quote
Old 03-12-2016, 01:43 PM   #192
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: 13,718
Up 0.43% YTD.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
pb4uski is offline   Reply With Quote
Old 03-17-2016, 11:02 PM   #193
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: 13,563
Happy St. Patrick's Day! My portfolio finally turned GREEN!

Up a whopping 0.3% YTD.
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is offline   Reply With Quote
Old 03-17-2016, 11:20 PM   #194
Dryer sheet aficionado
 
Join Date: May 2013
Location: Southern California
Posts: 30
Moved into the black for the first time this year, up 0.59%YTD. Good news, especially given that I retire in two weeks.
__________________
hiker88 is offline   Reply With Quote
Old 03-18-2016, 03:12 AM   #195
Dryer sheet aficionado
 
Join Date: Jan 2011
Posts: 34
Down like 3% year to date. Have some plays in oil, biotech and steel that are drawing down portfolio.
__________________
chrisaukcam is offline   Reply With Quote
Old 03-18-2016, 05:40 AM   #196
Thinks s/he gets paid by the post
 
Join Date: Mar 2011
Posts: 3,029
Up 1.8% YTD as of 3/17.
Just clawed back above the waterline last week.

Just barely broke even (+1.6%) last year.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
marko is online now   Reply With Quote
Old 03-18-2016, 07:48 AM   #197
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: 13,718
Up about 1% YTD.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
pb4uski is offline   Reply With Quote
Old 03-18-2016, 08:00 AM   #198
gone traveling
 
Join Date: Oct 2007
Posts: 1,135
2016 may have turned positive ...but in real terms after inflation, the market is STILL DOWN about 6% from last highs. We've been in reverse since late 2014/ early 2015.
__________________
papadad111 is offline   Reply With Quote
Old 03-18-2016, 08:04 AM   #199
Thinks s/he gets paid by the post
 
Join Date: Jul 2005
Posts: 4,966
i am even steven as of last night
__________________
mathjak107 is offline   Reply With Quote
Old 03-18-2016, 08:10 AM   #200
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,161
+0.7% YTD. Keeping up with inflation which was 1% in February. I'll take it.
__________________

__________________
Corporateburnout is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 19 (5 members and 14 guests)
Chief322, Cobra9777, DatumPoint5, NW-Bound, redduck
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
My 2016 Work Performance Goal: Retire in June 38Chevy454 Life after FIRE 30 05-05-2016 05:02 PM
2015 YTD investment performance thread robnplunder FIRE and Money 689 01-21-2016 07:28 AM
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

 

 
All times are GMT -6. The time now is 01:16 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.