Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 07-01-2016, 09:19 AM   #401
Moderator
Ronstar's Avatar
 
Join Date: Aug 2007
Location: Somewhere between Chicago and Phoenix
Posts: 8,999
Up 4.86% ytd after withdrawals.

Comparison between accounts:
401k +5.53%
After tax port +4.25%
Annuity -1.05
IRA managed by FA +2.91%
AT&T stock +25.19% (had to double-check that one)
__________________

__________________
“Every day is a journey, and the journey itself is home.” — Matsuo Basho
Ronstar is online now   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 07-01-2016, 09:29 AM   #402
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
 
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,872
I am up 9.2% ytd with 40% bonds, 53% stocks. I have my own RMD set aside in MM as that account is 100% O which is smoking, that can't last. Husband's Wellesley is chugging right along.

I have realigned Roths from industrial dividend payers index to utility and real estate index funds.
__________________

__________________
Duck bjorn.
Brat is offline   Reply With Quote
Old 07-01-2016, 09:43 AM   #403
Full time employment: Posting here.
gcgang's Avatar
 
Join Date: Sep 2012
Posts: 893
TWRR -Up a "golden" 7.01% thru 6/30.
__________________
In theory, there's no difference between theory and practice. In practice, there is. YB
gcgang is offline   Reply With Quote
Old 07-01-2016, 10:02 AM   #404
Recycles dryer sheets
Taxman59's Avatar
 
Join Date: Sep 2014
Posts: 473
Up 9.5% in the managed account (that's me as manager) and flat in the Mutual fund account at Fidelity. I am slowly converting the Fidelity mutual funds into stocks. Even though the funds are low cost, they seem to be running uphill in good times and downhill in bad times!
__________________
Taxman59 is offline   Reply With Quote
Old 07-01-2016, 10:45 AM   #405
Thinks s/he gets paid by the post
robnplunder's Avatar
 
Join Date: Nov 2013
Location: Bay Area
Posts: 2,091
Wow, a lot of good YTD gains. Most of us are beating the market. I am impressed. Let's keep it up.
__________________
Pura Vida
robnplunder is online now   Reply With Quote
Old 07-01-2016, 10:49 AM   #406
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: 41,539
Quote:
Originally Posted by robnplunder View Post
Most of us are beating the market.
Of course - what else would you expect from the online version of Lake Woebegone?
__________________
Numbers is hard

When I hit 70, it hit back

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 07-01-2016, 11:06 AM   #407
Thinks s/he gets paid by the post
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 3,679
Quote:
Originally Posted by REWahoo View Post
Of course - what else would you expect from the online version of Lake Woebegone?
I'm up 8%, but that's only if I include the best performing accounts. Seriously, taking every account, adding back spent, I'm up 3.7%. It would be cool to see if some of these bigger gains reported here were on low beta or not.
__________________
sengsational is offline   Reply With Quote
Old 07-01-2016, 11:12 AM   #408
Thinks s/he gets paid by the post
DFW_M5's Avatar
 
Join Date: Sep 2003
Posts: 4,949
Quote:
Originally Posted by sengsational View Post
I'm up 8%, but that's only if I include the best performing accounts. Seriously, taking every account, adding back spent, I'm up 3.7%. It would be cool to see if some of these bigger gains reported here were on low beta or not.
That sounds more like me, that is the 3.7%. Some of the numbers mentioned in this thread seem astronomical in todays market, possibly we have some budding hedge fund managers or very good market timers.
__________________
Doing things today that others won't, to do things tomorrow that others can't. Of course I'm referring to workouts, not robbing banks.
DFW_M5 is offline   Reply With Quote
Old 07-01-2016, 11:39 AM   #409
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,193
4.3% YTD. That's including every penny in about 25 accounts, including all IRAs, 401k's, Roth's, I-bonds, checking account. Heck, I even included negative amounts outstanding in credit cards that will have to be paid in full at the end of the month. Quicken reported my total bottom line which I use (not including real estate, the junkie vehicles, guns and ammo, the few gold coins, the "treasure" I keep in the garages, etc...).

Some people here get 9% to 10%. Nice! What do I do if I have the same? Two business class seats to Europe, plus I will make a call to my favorite contractor and tell him to come and finish the deck that I am repairing.

Again, international equities held me back. Perhaps Bogle was right that we needed no stinkin' foreign stocks.

What I would hate even more is if I sell then they rally out of sight.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 07-01-2016, 11:40 AM   #410
Full time employment: Posting here.
 
Join Date: Jun 2016
Posts: 931
Quote:
Originally Posted by DFW_M5 View Post
That sounds more like me, that is the 3.7%. Some of the numbers mentioned in this thread seem astronomical in todays market, possibly we have some budding hedge fund managers or very good market timers.
If you have large cap value, RE, emerging market bonds and muni's you could easily be up 7 -10%. As soon as you add large cap growth and international into the mix, your return drops.
__________________
COcheesehead is offline   Reply With Quote
Old 07-01-2016, 11:44 AM   #411
Thinks s/he gets paid by the post
DFW_M5's Avatar
 
Join Date: Sep 2003
Posts: 4,949
Quote:
Originally Posted by COcheesehead View Post
If you have large cap value, RE, emerging market bonds and muni's you could easily be up 7 -10%. As soon as you add large cap growth and international into the mix, your return drops.
Probably not the typical mix on this board.
__________________
Doing things today that others won't, to do things tomorrow that others can't. Of course I'm referring to workouts, not robbing banks.
DFW_M5 is offline   Reply With Quote
Old 07-01-2016, 11:50 AM   #412
Full time employment: Posting here.
 
Join Date: Jun 2016
Posts: 931
Quote:
Originally Posted by DFW_M5 View Post
Probably not the typical mix on this board.
Those are the "yield" investments.
__________________
COcheesehead is offline   Reply With Quote
Old 07-01-2016, 11:58 AM   #413
Recycles dryer sheets
Taxman59's Avatar
 
Join Date: Sep 2014
Posts: 473
It was the international fund that was the problem in my IRA at Fidelity. The other funds were up a bit. The dividend stocks were the stellar performers.

Sent from my SCH-I545 using Tapatalk
__________________
Taxman59 is offline   Reply With Quote
Old 07-01-2016, 01:00 PM   #414
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Lsbcal's Avatar
 
Join Date: May 2006
Location: west coast, hi there!
Posts: 5,549
Quote:
Originally Posted by REWahoo View Post
Of course - what else would you expect from the online version of Lake Woebegone?
One of these statements is true of our YTD returns :
1) Up 7 figures in total account values
2) Up 10.9% mostly due to that SBUX stock position
3) Portfolio up 4.4%
4) Portfolio up 11.3%, due to sector etf exposures (utilities VPU, energy VDE)
__________________
Lsbcal is offline   Reply With Quote
Old 07-01-2016, 03:20 PM   #415
Recycles dryer sheets
 
Join Date: Apr 2012
Location: Seattle
Posts: 458
It appears my 401K is lagging most of you. Need to do some digging on the "why".
YTD Performance:
401K: +3.1% (AA 70/30 ish)
Individual Stks: +6.7% (small $$---blue chippers mostly)
Home value: +11.7% (realizing this is pretty unique to Seattle WA). Locals call it the "Amazon.com" effect meaning younger S/W engineers being hired by AMZN downtown SEA.

__________________
supernova72 is offline   Reply With Quote
Old 07-01-2016, 03:30 PM   #416
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,193
I could have done better if I had put more in my winners, such as Cummins (30.5% YTD), ATT (29.1% YTD), Verizon (24% YTD), Utility ETF XLU (22.3%), or Walmart (21.2%), J&J (19.6%), etc...

Instead, I had to stay diversified and held some stinkers like the aforementioned foreign stocks. I am still waiting for them to redeem themselves.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 07-01-2016, 03:48 PM   #417
Full time employment: Posting here.
 
Join Date: Jun 2016
Posts: 931
Quote:
Originally Posted by supernova72 View Post
It appears my 401K is lagging most of you. Need to do some digging on the "why".
YTD Performance:
401K: +3.1% (AA 70/30 ish)
Individual Stks: +6.7% (small $$---blue chippers mostly)
Home value: +11.7% (realizing this is pretty unique to Seattle WA). Locals call it the "Amazon.com" effect meaning younger S/W engineers being hired by AMZN downtown SEA.

Denver too. We've seen a 40% rise in the value of our home in less than 4 years.
__________________
COcheesehead is offline   Reply With Quote
Old 07-01-2016, 04:06 PM   #418
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Lsbcal's Avatar
 
Join Date: May 2006
Location: west coast, hi there!
Posts: 5,549
A few benchmarks of Vanguard Target Date Funds as of 6/30/16 :

2010: 4.2% (AA = 33/67)
2015: 3.9%
2020: 3.8% (AA = 58/42)

link: https://investor.vanguard.com/mutual...th-end-returns
__________________
Lsbcal is offline   Reply With Quote
Old 07-01-2016, 04:37 PM   #419
Recycles dryer sheets
 
Join Date: Apr 2012
Location: Seattle
Posts: 458
Quote:
Originally Posted by COcheesehead View Post
Denver too. We've seen a 40% rise in the value of our home in less than 4 years.
Wow--that's a big increase in value. My property taxes are up to $4300 now on what I classify as a lower end "entry" home. 1240 sq feet Craftsman. I need to factor that into my ER planning as they will probably rise again next year.
__________________
supernova72 is offline   Reply With Quote
Old 07-01-2016, 04:57 PM   #420
Recycles dryer sheets
 
Join Date: Feb 2015
Posts: 60
7.45%, so down just over 1% this month. MSCI EAFE fund took a Brexit hit. Some other high performers from earlier in the year cooled off a bit too.
__________________

__________________
Viking 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 01:15 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.