Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 04-04-2016, 07:35 PM   #301
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,318
Quote:
Originally Posted by braumeister View Post
At last, I'm up 1.4% YTD on my 50/40/10 portfolio. What a wild ride this quarter was!
+1.

Up 1.44% with the exact same AA.
__________________

__________________
Corporateburnout is offline   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 04-12-2016, 04:57 PM   #302
Thinks s/he gets paid by the post
 
Join Date: May 2014
Location: Utrecht
Posts: 2,212
Individual portfolio reaching all time highs, while trackers are at -4.2% YTD.

Has mostly to do with EUR strengthening, that cost me 5% (in USD terms).
__________________

__________________
Totoro is offline   Reply With Quote
Old 04-29-2016, 04:49 PM   #303
Thinks s/he gets paid by the post
target2019's Avatar
 
Join Date: Dec 2008
Posts: 3,705
Equity/Fixed/Cash 70/25/5 portfolio is up 6.49% YTD, 4/29/2016.

31% weight to Utilities and Telecom.

Winning sectors for past month were Energy and Materials, according to:
https://eresearch.fidelity.com/erese...=siperformance
__________________
target2019 is offline   Reply With Quote
Old 04-29-2016, 05:53 PM   #304
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: 16,424
Up 2.63% YTD based on Investment Return Calculator: Measure your Portfolio's Performance
using 12 months. If I run a Quicken Investment Performance report for 01/01/2016 to 12/31/2016, I get a YTD increase of 2.87% from Quicken.

Using 4 months, I get 8.09% annualized rate from the more simple calculator, which is pretty close to the 8.67% I get from a Quicken YTD Investment Performance report.

Target is 60/34/6 but I did sell some equities earlier in the month to fund a condo purchase we expect to close in June.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is offline   Reply With Quote
Old 04-29-2016, 07:38 PM   #305
Recycles dryer sheets
 
Join Date: Feb 2015
Posts: 60
Up 7.61% YTD, not annualized. Same calculator as pb4uski.

Portfolio 50/45/5 stocks/bonds and preferreds/cash. April was another good month to be invested in Canada.
__________________
Viking is offline   Reply With Quote
2016 YTD investment performance thread
Old 04-29-2016, 09:25 PM   #306
Thinks s/he gets paid by the post
Fedup's Avatar
 
Join Date: Mar 2014
Location: Southern Cal
Posts: 2,930
2016 YTD investment performance thread

Up 11%, not annualized. Something is wrong. I don't believe it. Some money is going to disappear Monday I'm sure. I did a lot of trading.


Sent from my iPad using Early Retirement Forum
__________________
When I post IIRC, that means going by memory. Google is your friend for facts. Stop being a lazy bum, I can't do all the googling for you. I'm lazy too. LOL
Fedup is offline   Reply With Quote
Old 04-29-2016, 11:34 PM   #307
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,124
Wow, some of you are doing very well.

I am holding steady at 3.3%. Total asset (investment return - ER spending) has increased.

As far as my mutual funds go, last year's losers are this year's winners and vice versa.

Am still doing well with short term trading.
__________________
Pura Vida
robnplunder is online now   Reply With Quote
Old 04-30-2016, 07:01 AM   #308
Thinks s/he gets paid by the post
target2019's Avatar
 
Join Date: Dec 2008
Posts: 3,705
Two more results. Percentage in each account is for the account, not overall portfolio.

401(k) YTD Rate of Return - 1.94%
Stable Value Fund 13.80%
Small/Mid-Cap Indexed Equity 50.43%
MSCI EAFE Indexed Equity 22.02%
Emerging Mkts. Indexed Equity 13.75%
SEP-IRA YTD Rate of Return - 3.45%
Vanguard Total Bond Market Index Fund Adm 37.0%
Vanguard High-Yield Corporate Fund Inv 9.6%
Vanguard Total Stock Market Index Fund Adm 25.0%
Vanguard Total International Stock Index Fund Adm 23.5%
Vanguard Energy Fund Investor Shares 4.9%
__________________
target2019 is offline   Reply With Quote
Old 04-30-2016, 08:06 AM   #309
Thinks s/he gets paid by the post
 
Join Date: May 2014
Location: Utrecht
Posts: 2,212
For a moment there I thought you had 37% returns on a bond fund

My stats currently:
  • Index trackers: +1%
  • Individual portfolio: roughly +10%, set a new record two days ago


Includes the down day I had on Friday.
__________________
Totoro is offline   Reply With Quote
Old 04-30-2016, 09:17 AM   #310
Recycles dryer sheets
 
Join Date: Jan 2012
Posts: 244
+2.16% YTD , 87/13 (Stock/Bonds) portfolio
30% allocation of International stock funds helped.
__________________
Rickt is offline   Reply With Quote
Old 04-30-2016, 09:24 AM   #311
Recycles dryer sheets
 
Join Date: Aug 2015
Posts: 340
I was up (stock holdings) at the start of the last weak about 4.2% but GILD yesterday downfall had thrown me in negative again.
__________________
VFK57 is offline   Reply With Quote
Old 04-30-2016, 09:35 AM   #312
Recycles dryer sheets
 
Join Date: Oct 2011
Location: Upstate Ruralia
Posts: 283
+4.63% YTD.

No withdrawals in 2016 to date.
__________________
Lcountz is offline   Reply With Quote
Old 04-30-2016, 09:42 AM   #313
Thinks s/he gets paid by the post
 
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 3,136
Up 6.6% YTD total return. 100% CDN equities.
__________________
Danmar is offline   Reply With Quote
Old 04-30-2016, 12:58 PM   #314
Full time employment: Posting here.
gcgang's Avatar
 
Join Date: Sep 2012
Posts: 925
+4.61 basically 70/30 mix thru 4/29.
Taxable stock acct up 9.7% as small amount in gold related has finally rebounded.
__________________
In theory, there's no difference between theory and practice. In practice, there is. YB
gcgang is offline   Reply With Quote
Old 04-30-2016, 04:43 PM   #315
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,318
Quote:
Originally Posted by pb4uski View Post
Up 2.63% YTD based on Investment Return Calculator: Measure your Portfolio's Performance
using 12 months. If I run a Quicken Investment Performance report for 01/01/2016 to 12/31/2016, I get a YTD increase of 2.87% from Quicken.

Using 4 months, I get 8.09% annualized rate from the more simple calculator, which is pretty close to the 8.67% I get from a Quicken YTD Investment Performance report.

Target is 60/34/6 but I did sell some equities earlier in the month to fund a condo purchase we expect to close in June.
According to Quicken's investment performance report I'm 2.33% YTD (12/31/2016) and 6.99% annualized.

Allocation 50/42/8 Equities/Bonds/Cash
__________________
Corporateburnout is offline   Reply With Quote
Old 04-30-2016, 05:09 PM   #316
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,124
Quote:
Originally Posted by Corporateburnout View Post
According to Quicken's investment performance report I'm 2.33% annualized (12/31/2016) and 6.99% YTD.

Allocation 50/42/8 Equities/Bonds/Cash
You probably meant 2.33% YTD, and 6.99 annualized.
__________________
Pura Vida
robnplunder is online now   Reply With Quote
Old 04-30-2016, 05:15 PM   #317
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,318
Quote:
Originally Posted by robnplunder View Post
You probably meant 2.33% YTD, and 6.99 annualized.
Thanks. I corrected my post
__________________
Corporateburnout is offline   Reply With Quote
Old 05-01-2016, 08:57 AM   #318
Recycles dryer sheets
 
Join Date: Mar 2011
Location: Dallas
Posts: 457
Ira #1- (1.07%)
Ira #2 - 7.26%
Taxable stock - 15.69%
401ks - 1%
__________________
Surewhitey is offline   Reply With Quote
Old 05-01-2016, 08:59 AM   #319
Recycles dryer sheets
jfn111's Avatar
 
Join Date: Jan 2014
Location: Bloomington, MN
Posts: 205
I just did my month end tracking and according to Fidelity up 2.28% YTD
__________________
jfn111 is offline   Reply With Quote
Old 05-01-2016, 09:38 AM   #320
Thinks s/he gets paid by the post
 
Join Date: Feb 2007
Posts: 1,905
Quicken says 3.32% YTD 10.36% annualized.
__________________

__________________
ejman is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
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 04:27 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.