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Old 06-09-2016, 08:39 AM   #381
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Finally had the guts to check our year to date returns ( Except for YE I only do this when I think it will make me smile) Taxable 5.42%, Tax deferred 6.6%. But that's after a poor 2015. AA 55/35/10
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Old 06-11-2016, 08:12 AM   #382
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Still in accumulation phase. Up in the 401k 9.38% YTD per Fidelity. Major holding in utilities which accounts for majority of the increase. Glad to see that international index finally climbed back into the black this year after an awful start.

Since interest rates are probably going to stay low for the forseable future, staying heavy in electric utility (which is the bond proxy in the stock market and has very good returns). Of course when rates rise, utilities will get slammed.
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Old 06-11-2016, 09:27 AM   #383
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Portfolio value increase = 5.04%
Now 25% bonds / cash
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Old 06-11-2016, 05:38 PM   #384
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5.34% ytd. If we trend this way the next six months I wouldn't complain. Sure it's no 30% year like I had a cpl back, but it'll beat inflation. Onward and upwards
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FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 06-11-2016, 06:08 PM   #385
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5.34% ytd. If we trend this way the next six months I wouldn't complain...
Who would? But I have "lost" 1.5% in just the last 2 trading days. That's my spending YTD.

Still up for the year, but how long before the market god takes it all back? Did someone say "Wh***" or something?
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Old 06-11-2016, 06:40 PM   #386
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Who would? But I have "lost" 1.5% in just the last 2 trading days. That's my spending YTD.

Still up for the year, but how long before the market god takes it all back? Did someone say "Wh***" or something?
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Whoohoo - banner day! Our portfolio finally grew enough to replenish the Jan 1 withdrawal. I always feel like celebrating when that happens.

Of course, it can go right back down again and undo all that hard work.......
It was me. Sorry about that!

My withdrawal replenished celebration lasted a whole 3 days.

I now consider myself slapped down and thoroughly chastened!
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Old 06-29-2016, 10:21 AM   #387
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Getting the month end numbers as I'll be travelling. Has been an exciting July.

401K is all RNWEX which I'd call a World/EM fund. Also has some US companies. It retreated to +3.39% return YTD in my account. Was +9.67% previous month.

70/30 brokerage (individual stocks, REITs, and muni funds, etc.) is sitting at 9.79% gain mid-day.
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Old 06-29-2016, 01:13 PM   #388
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....Has been an exciting July.....
Are the rest of us in some sort of time warp?

But since you are there, what is the Dow at the end of July?
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Old 06-30-2016, 01:40 PM   #389
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Are the rest of us in some sort of time warp?

But since you are there, what is the Dow at the end of July?
... yeah, that's what I want to know, too. I am guessing it will be 25075.73 .

I will post my numbers after the market closes today. But I already know it will be slightly less than the pre-Brexit announcement at around 4.6%.
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Old 06-30-2016, 06:27 PM   #390
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4.49% YTD.... my calculation got a bit more complicated this month in that I did a big withdrawal in June for the condo we bought so I did a XIRR calculation.

However, the Investment Return Calculator: Measure your Portfolio's Performance is pretty similar at 4.43%

40% domestic stocks/20% international stocks/28% domestic bonds/7% international bonds/5% cash
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Old 06-30-2016, 07:19 PM   #391
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About +5.5% YTD with a 50/40/10, 10 being RE.
Fidelity updates everyday on their mobile app the average investor return over the last year. As of this evening, it was -4.82%. Ouch.
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Old 06-30-2016, 07:25 PM   #392
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4.6% so far. The biggest winner from my portfolio is FNMIX, an emerging market bond fund. The biggest loser is DODFX, an international stock fund. It took a big hit after Brexit result and didn't recover yet. Still doing well with my short term trades which is up about 7%. My total asset increased even with withdrawal. I couldn't have asked for more.
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Old 06-30-2016, 09:42 PM   #393
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Hi. I am not sure and cant really know till year end. I am at 7-8% and I use Blue Chip Dividend Stocks and Covered Calls and my income is the Premiums and then Dividends.
I am Risk Adverse beyond the risk of BC Stock. My Strategy is 5 years old.
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Old 07-01-2016, 12:14 AM   #394
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In the last 2 1/2 years, i have contributed 205k dollars to our various accounts. My total savings over those 2 1/2 years has risen by about 205k in that time. Uhg. I am going to say i'm flat for 2016, and 15, and 14.


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Old 07-01-2016, 02:45 AM   #395
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XIRR 5.63%

AA 40/50/10 (10% cash for planned high expenses this year and next)
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Old 07-01-2016, 06:35 AM   #396
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I'd have to consult the magic spreadsheet to calculate how much we are up, but as of Friday we are back to where we were before the Brexit blowup. We are 50/50 AA and the nice thing is that the increase in the fixed income side that came as equities were getting clobbered hasn't decreased so that's a bonus.

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Old 07-01-2016, 07:33 AM   #397
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In the last 2 1/2 years, i have contributed 205k dollars to our various accounts. My total savings over those 2 1/2 years has risen by about 205k in that time. Uhg. I am going to say i'm flat for 2016, and 15, and 14.


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What are you invested in? Wellington (indicative of a 60/40 AA) has returned 8.39% a year over the last 3 years.
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Old 07-01-2016, 08:37 AM   #398
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As of 6/30/16:

Im at +5.2% YTD with a 60/40 portfolio
SP500....+3.8%
Wellington...+5.1%

The last week from pre Brexit 6/23 to 6/30

Me: +0.4%
Sp500: -0.7%
Wellington: -0.2%

Short term of course, but I love it when I outperform when the market is up AND down
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Old 07-01-2016, 08:42 AM   #399
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My Dividend Stock Portfolio is up 10.13% (using the calculator suggested by pb4uski).
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Old 07-01-2016, 09:05 AM   #400
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Continuing slow, steady climb, 5.6% ytd. AA remains at 58/24/18. I probably should put some cash to work but it sure helped me sleep this last week. I can only hope these results continue for the rest of the year.
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