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03-04-2016, 11:19 PM
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#181
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Full time employment: Posting here.
Join Date: May 2010
Posts: 862
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 Quote:
Originally Posted by sengsational
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"
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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.
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03-05-2016, 06:58 AM
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#182
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gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
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As of close yesterday, down -.98%. Another couple of weeks like the last two, should be moving into the black.
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03-05-2016, 06:59 AM
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#183
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Moderator
Join Date: Oct 2010
Posts: 10,725
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Quote:
Originally Posted by Coolius
Income securities were stable during the Jan-Feb period, and dividends received, plus gains from options trades, gave me the 1.66% YTD gain.
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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).
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03-05-2016, 07:04 AM
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#184
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Moderator
Join Date: Oct 2010
Posts: 10,725
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Yeah, but if the market is good, you'll probably shoot past the pack.
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03-05-2016, 07:19 AM
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#185
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Dryer sheet aficionado
Join Date: May 2014
Posts: 25
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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.
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03-10-2016, 06:07 AM
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#186
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Moderator
Join Date: Oct 2010
Posts: 10,725
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Quote:
Originally Posted by Totoro
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.
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BTW, are you still into the magic formula experiment?
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03-12-2016, 08:21 AM
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#187
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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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 happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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03-12-2016, 08:25 AM
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#188
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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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.
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03-12-2016, 08:25 AM
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#189
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Recycles dryer sheets
Join Date: Oct 2011
Location: Upstate Ruralia
Posts: 356
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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!!!!
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03-12-2016, 09:05 AM
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#190
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Thinks s/he gets paid by the post
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 3,393
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Total return YTD is about +3.6%. Was down about 1% last year. 100% CDN div paying equities.
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03-12-2016, 12:38 PM
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#191
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Thinks s/he gets paid by the post
Join Date: Mar 2014
Location: Southern Cal
Posts: 4,032
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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
__________________
Just another day in paradise
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03-12-2016, 12:43 PM
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#192
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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: 36,373
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Up 0.43% YTD. 
__________________
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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03-17-2016, 10:02 PM
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#193
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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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Happy St. Patrick's Day! My portfolio finally turned GREEN!
Up a whopping 0.3% YTD.
__________________
Retired since summer 1999.
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03-17-2016, 10:20 PM
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#194
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Recycles dryer sheets
Join Date: May 2013
Location: Ventura
Posts: 67
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Moved into the black for the first time this year, up 0.59%YTD. Good news, especially given that I retire in two weeks.
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03-18-2016, 02:12 AM
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#195
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Recycles dryer sheets
Join Date: Jan 2011
Posts: 57
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Down like 3% year to date. Have some plays in oil, biotech and steel that are drawing down portfolio.
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03-18-2016, 04:40 AM
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#196
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,419
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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
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03-18-2016, 06:48 AM
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#197
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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: 36,373
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Up about 1% YTD.
__________________
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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03-18-2016, 07:00 AM
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#198
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gone traveling
Join Date: Oct 2007
Posts: 1,135
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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.
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03-18-2016, 07:04 AM
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#199
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2005
Posts: 6,193
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i am even steven as of last night
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03-18-2016, 07:10 AM
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#200
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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+0.7% YTD. Keeping up with inflation which was 1% in February. I'll take it.
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