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Old 05-01-2016, 08:48 AM   #321
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3.25% YTD, a tad behind Wellington which is at 3.38% YTD. At one point, I did a bit better.
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Old 05-01-2016, 12:39 PM   #322
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Probably about the same as March end of this year (too much trouble to calculate this...)
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Old 05-01-2016, 02:43 PM   #323
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My YTD more than doubled from the end of March (1.3%) to the end of April (2.63%) so I hope yours was not flat.
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Old 05-01-2016, 05:22 PM   #324
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My YTD more than doubled from the end of March (1.3%) to the end of April (2.63%) so I hope yours was not flat.

LOL. It may not be. All I did was just eye balling DJIA.


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2016 YTD investment performance thread
Old 05-02-2016, 04:59 AM   #325
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2016 YTD investment performance thread

Yeah I look every now and then... More to monitor my cash position to see if I have enough to buy some more. Warren Buffet didn't advocate watching you positions often "I buy a good stock at a good price and hold it forever" I'm afraid watching too much might cause you to second guess your decisions and then trade ... Besides diverse ETFs and mutual funds are not to exciting ..

But I'd guess conservatively 5% up... And it is at a new high.
But some of that is new savings, match and company pension contributions.


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Old 05-02-2016, 05:02 AM   #326
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Guesses don't count.
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Old 05-02-2016, 05:03 AM   #327
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Guesses don't count.

As long as it is up I try not to get too crazy... Cause sure as can be it will be down one day.


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Old 05-02-2016, 05:06 AM   #328
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Guesses don't count.

As long as it is up I don't worry the exact number...because sooner or later it will go down. The bottoms are ascending though...


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Old 05-02-2016, 07:36 AM   #329
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Yeah I look every now and then... More to monitor my cash position to see if I have enough to buy some more. Warren Buffet didn't advocate watching you positions often "I buy a good stock at a good price and hold it forever" I'm afraid watching too much might cause you to second guess your decisions and then trade ... Besides diverse ETFs and mutual funds are not to exciting ..

But I'd guess conservatively 5% up... And it is at a new high.
But some of that is new savings, match and company pension contributions.


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I listened to Warrens interview with his side kick Charlie Munger and Bill Gates. All interesting... Charlie was the most entertaining with the quips, but Warren had a good. He said in every area from medicine to plumbing bringing in a professional improves performance. With one exception...money...Professional money managers actual decrease performance in relation to averages. Maybe in a few years Warren will let it all hang out like Charlie does now.
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Old 05-29-2016, 07:21 AM   #330
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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
Equity/Fixed/Cash 70/25/5 portfolio is up 6.80% YTD, 5/29/2016.
That is in-law's brokerage, with individual stocks, ETFs, a few bond funds:
Sector Cur%
Financial 3.8%
Consumer Discretionary 1.8%
Technology 3.1%
Industrials 5.0%
Materials 2.1%
Energy 4.9%
Consumer Staples 0.0%
Health Care 6.6%
Telecom Services 26.2%
Utilities 4.9%
Real Estate 9.6%
TE Long Term 17.2%
TE Short Term 6.6%
High Yield 2.6%
International 2.8%
Cash 2.8%
Our 55/45 portfolio is +2.78% or thereabouts...

Interesting sector and consumer information discussed in this article:

Schwab Sector Views: What is the State of U.S. Consumer Spending?
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Old 05-29-2016, 07:53 AM   #331
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I do not know

But our total Dividend Yield is now about 80k a year generated by 100% equities portfolio.

Hence at this point market going 10% up or 10 down is not overly relevant to us.
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Old 05-29-2016, 09:55 AM   #332
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XIRR shows an annual rate of 7.38%. Given this low inflation environment, I'm pretty happy with that.
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Old 05-29-2016, 10:49 AM   #333
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8.46% annualized rate (Quicken 1/1-5/29).....up 3.46% YTD (Quicken 1/1-12/31).

3.74% YTD using http://www.moneychimp.com/features/p...calculator.htm and 12 months.

Target AA of 60/40.
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Old 05-31-2016, 02:19 PM   #334
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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.

Up a little from end of April to 3.8% now. My only losers YTD are 2 international mutual funds. All others are in positive territory. Top of the food chain were my energy fund, euro bond fund, and short term trades accounts. Bond funds are doing well as well.

Sell in May and go away? I didn't. Stead as she goes for me.
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Old 05-31-2016, 09:05 PM   #335
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Up 4.3 ytd on 57/25/18 split. More cash than I'd like but haven't gotten around to redeploying it after moving my IRA from WF to Fido. Annualized would be over 10%. I'd definitely take that this year.
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Old 06-01-2016, 03:42 AM   #336
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About 5%. I'm a lot more in cash. But I'm slowly investing. My account is at an old time high. I take less risk. I have not checked my husband's account. But I'm sure it's at an all time high.
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Old 06-01-2016, 05:13 AM   #337
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XIRR 3.78%

AA 40/50/10 (10% cash for planned high expenses this year and next)
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Old 06-01-2016, 05:22 AM   #338
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XIRR 3.78%

AA 40/50/10 (10% cash for planned high expenses this year and next)
The same AA (my 10% cash is due to loading up on PenFed 3% CDs a couple of years ago) and within 0.1% return YTD. Are you copying me or am I copying you?
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Old 06-01-2016, 05:27 AM   #339
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The same AA (my 10% cash is due to loading up on PenFed 3% CDs a couple of years ago) and within 0.1% return YTD. Are you copying me or am I copying you?
Perhaps we read the same site(s) when we look for financial tips and tricks advice.
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Old 06-01-2016, 05:35 AM   #340
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The same AA (my 10% cash is due to loading up on PenFed 3% CDs a couple of years ago) ....
I consider my PenFed CDs as part of fixed income (essentially a substitute for a 5 year bond) rather than cash... for me cash is just checking and savings. I wonder if others of us have different definitions of cash.
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