Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 06-01-2016, 05:45 AM   #341
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 41,529
Quote:
Originally Posted by pb4uski View Post
I wonder if others of us have different definitions of cash.
You can stop wondering...

Really, what IS cash
Are CDs and Short Term Bonds Cash or Bonds ?
__________________

__________________
Numbers is hard

When I hit 70, it hit back

Retired in 2005 at age 58, no pension
REWahoo 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 06-01-2016, 05:52 AM   #342
Moderator
Ronstar's Avatar
 
Join Date: Aug 2007
Location: Somewhere between Chicago and Phoenix
Posts: 8,985
Up 3.50% after withdrawals.

Comparison between accounts:
401k +4.07%
After tax port +3.25%
Annuity -1.04
IRA managed by FA +2.69%
__________________

__________________
“Every day is a journey, and the journey itself is home.” — Matsuo Basho
Ronstar is online now   Reply With Quote
Old 06-01-2016, 06:52 AM   #343
Thinks s/he gets paid by the post
 
Join Date: Aug 2005
Posts: 2,049
As of yesterday's close, I've seen a return of around 2.8% so far this year. Not too bad, I guess.
__________________
Andre1969 is offline   Reply With Quote
Old 06-01-2016, 07:04 AM   #344
Recycles dryer sheets
 
Join Date: May 2015
Location: Atlanta suburbs
Posts: 318
As of yesterday's close, 2.7%.
__________________
DEC-1982 is offline   Reply With Quote
Old 06-01-2016, 07:30 AM   #345
Administrator
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 38,349
2.9% if my first stab at it was correct this time.

After a bit of a rocky start this year, I am so pleased with how the market has been doing lately.
__________________
Always be yourself, express yourself, have faith in yourself; do not go out and look for a successful personality and duplicate it.

― B. Lee








W2R is offline   Reply With Quote
Old 06-01-2016, 07:30 AM   #346
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Mulligan's Avatar
 
Join Date: May 2009
Posts: 7,255
Have been patting myself on the back recently but had been forgetting to add in another account. Oh well, still not bad. Presently up 4.33% on the year. 90% investment grade preferreds, 10% cash/Ag mutual fund. Goosed returns a bit with easy shooting fish in the barrel from selling on high bids and then re buying issues at better price. Like anything...It works until it doesnt.


Sent from my iPad using Tapatalk
__________________
Mulligan is offline   Reply With Quote
Old 06-01-2016, 08:06 AM   #347
Moderator
Alan's Avatar
 
Join Date: Jul 2005
Location: Eee Bah Gum
Posts: 20,725
Quote:
Originally Posted by pb4uski View Post
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.
As well as CD's I also count I-Bonds as cash as they are immediately accessible after the first year and have no risk to principal.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Now it's adventure before dementia
Alan is offline   Reply With Quote
Old 06-01-2016, 08:10 AM   #348
Thinks s/he gets paid by the post
 
Join Date: Sep 2012
Location: Seattle
Posts: 2,886
We are up about 25% YTD with the sale of our house, since a lot of people don't count house in their investment portfolio and we didn't buy a new house.

Pretty sweet!
__________________
Fermion is offline   Reply With Quote
Old 06-01-2016, 08:22 AM   #349
Full time employment: Posting here.
 
Join Date: Apr 2014
Location: Houston
Posts: 633
Up around 6.9% YTD mostly due to rebound in energy sector. Now selling some energy sector assets to reduce overall equity exposure (~85% before sales) and energy specific exposure (~36% before sales).
__________________
Whisper66 is offline   Reply With Quote
Old 06-01-2016, 09:08 AM   #350
Recycles dryer sheets
 
Join Date: Apr 2014
Posts: 98
Up 4.1%. Can't be too disappointed with that.
__________________
ChicagoGal is offline   Reply With Quote
Old 06-01-2016, 09:27 AM   #351
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,300
6.97% YTD and 2.9% annualized. I'll take it.....
__________________
Corporateburnout is online now   Reply With Quote
Old 06-01-2016, 09:39 AM   #352
Thinks s/he gets paid by the post
redduck's Avatar
 
Join Date: Mar 2005
Location: yonder
Posts: 2,050
According to Pb4uski's calculator that we are all now using, I'm up 6.87%
in my dividend portfolio where nothing goes in (except dividends received) and nothing goes out.
__________________
Carpe cōleī
redduck is offline   Reply With Quote
Old 06-01-2016, 10:00 AM   #353
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 2,272
Four percent.
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Old 06-01-2016, 10:03 AM   #354
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,087
Quote:
Originally Posted by Corporateburnout View Post
6.97% YTD and 2.9% annualized. I'll take it.....
I take it you meant 2.9% YTD and 6.97% annualized.


I can live with 6.97% annualized return.
__________________
Pura Vida
robnplunder is online now   Reply With Quote
Old 06-01-2016, 10:26 AM   #355
Full time employment: Posting here.
gcgang's Avatar
 
Join Date: Sep 2012
Posts: 889
Up 5.49% ytd thru 5/31
__________________
gcgang is offline   Reply With Quote
Old 06-01-2016, 10:43 AM   #356
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: 15,648
Quote:
Originally Posted by Corporateburnout View Post
6.97% YTD and 2.9% annualized. I'll take it.....
Backwards?
__________________
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 06-01-2016, 03:33 PM   #357
Thinks s/he gets paid by the post
simple girl's Avatar
 
Join Date: Sep 2006
Posts: 2,500
3.28% YTD as of yesterday's close.
__________________
simple girl
less stuff, more time

(49, married; DH 53. I am fully retired as of 2015 (well ok, I still work part-time but only because I love the job and have complete freedom to call off if I want to travel with hubby for work), DH hopes to fully retire 2018 when he turns 55 to access 401K penalty-free...although he may decide to do part-time consulting)
simple girl is offline   Reply With Quote
Old 06-02-2016, 12:47 PM   #358
Recycles dryer sheets
 
Join Date: Feb 2015
Posts: 60
8.69% YTD, XIRR. Eked out another small gain in May.

AA = 50/45/5 S/FI/C.
__________________
Viking is offline   Reply With Quote
Old 06-02-2016, 07:06 PM   #359
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,300
Quote:
Originally Posted by audreyh1 View Post
Backwards?
Correct. An example of financial literacy going south after 60
__________________
Corporateburnout is online now   Reply With Quote
Old 06-02-2016, 07:37 PM   #360
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: 15,648
As of 6/2/16, up 3.11%YTD. Nice recovery!

I like it when I'm getting close to recovering my annual withdrawal.

But I still have a ways to go to get recover from last year's slight loss, and last year's withdrawal.
__________________

__________________
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
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 04:02 PM
2015 YTD investment performance thread robnplunder FIRE and Money 689 01-21-2016 06:28 AM
YTD Performance Poll 4merKPer FIRE and Money 98 08-09-2011 11:09 AM
YTD 2006 investment Sam FIRE and Money 84 12-04-2006 12:39 PM

 

 
All times are GMT -6. The time now is 12:06 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.