|
|
07-01-2016, 08:08 PM
|
#421
|
Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
|
As of 06/30/2016, 3.2%
|
|
|
|
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!
|
07-02-2016, 07:08 AM
|
#422
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,008
|
As of 6/30/16 up 2.57%.
Not as good as a month ago, when I single-handedly jinxed the markets. Back to levels seen earlier this year.
__________________
Retired since summer 1999.
|
|
|
07-02-2016, 07:18 AM
|
#423
|
Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
|
Up 4.55% YTD. 50% equities.
|
|
|
07-02-2016, 07:49 AM
|
#424
|
Recycles dryer sheets
Join Date: Oct 2011
Location: Upstate Ruralia
Posts: 356
|
Up 6.77% as of June 30, 2016.
Have not taken anything out this year.....and I have some Utilities that have done very well......
I think I will increase Utility holdings...They LOVE lo/no interest rates ( to borrow for infrastructure improvements), pay dividends, and are a "safe haven".
Widespread blackouts during winter storms or summer heat waves, and gas pipeline or worse, distribution main explosions make State commissions VERY reluctant to deny rate increases....and with most infrastructure getting older by the day, that's a GOOD thing for Utilities when int. rates are so low......
That's today's opinion!!! Check back on Sept 30!!!!!
|
|
|
07-02-2016, 07:58 AM
|
#425
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,004
|
Up ~5.8% with an AA of 40/50/10. The majority of the 40/50 is invested in two Vanguard balanced funds: Wellesley (up 7.9% YTD) and Wellington (up 5.2% YTD).
Looks like the tortoise is doing OK in this race...
__________________
Numbers is hard
|
|
|
07-02-2016, 08:05 AM
|
#426
|
Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,586
|
We're up 6.2% YTD. I've done some shifting of the portfolio so far this year, if I had to discount the hours & labor cost spent in portfolio mgm't, we'd be losing when compared with the passive Wellesley / Wellington combo that REWahoo has.
|
|
|
07-02-2016, 10:00 AM
|
#427
|
Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
|
Quote:
Originally Posted by NW-Bound
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%),
|
It appears that I am in good company as I own (except for Cummins) all those stocks and the ETF in my dividend portfolio. I imagine that most people whom invest in dividend stocks pretty much own the same group.
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
|
|
|
07-02-2016, 10:14 AM
|
#428
|
Thinks s/he gets paid by the post
Join Date: Jul 2013
Posts: 1,046
|
According to Personal Capital:
PORTFOLIO PERFORMANCE
184-DAY CHANGE 6.07%
Stock performance:
You Index™
184-DAY 4.26%
|
|
|
07-02-2016, 10:26 AM
|
#429
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2005
Location: Chicago
Posts: 13,151
|
Quote:
Originally Posted by robnplunder
Wow, a lot of good YTD gains. Most of us are beating the market. I am impressed. Let's keep it up.
|
Yes! It's amazing how a site with so many index investors has so many reporting beating the indexes.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
|
|
|
07-02-2016, 10:56 AM
|
#430
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,008
|
I suppose having 20% of our equities in international has been a drag. But we're 53% equities broadly diversified, 37% fixed income. I'm surprised at all the >5% year to date results. I suppose a value oriented portfolio with no international exposure is really beating a more broadly diversified one!
__________________
Retired since summer 1999.
|
|
|
07-02-2016, 11:06 AM
|
#431
|
Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,586
|
Quote:
Originally Posted by youbet
Yes! It's amazing how a site with so many index investors has so many reporting beating the indexes.
|
Interesting, isn't it? What I would find useful in these performance threads is how people's portfolios were performing vs their particular benchmarks.
|
|
|
07-02-2016, 11:12 AM
|
#432
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
Quote:
Originally Posted by redduck
It appears that I am in good company as I own (except for Cummins) all those stocks and the ETF in my dividend portfolio. I imagine that most people whom invest in dividend stocks pretty much own the same group.
|
No international for you, I presume.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
|
|
|
07-02-2016, 11:24 AM
|
#433
|
Thinks s/he gets paid by the post
Join Date: Jun 2010
Posts: 2,301
|
We're up 4.0% as of 6/30. AA is 65% equities, 35% fixed income (20% in cash & cash equivalents, rest in bonds).
Of our equities 58% in US, 42% in international (ouch).
Main winners in portfolio:
REIT: 13%
large and small value: 7-10%
short term corporate bond: 3%
intermediate total bond: 5.5%
EM: 7.5%
international real estate: 5.8%
The REITs are somewhat surprising since I think since the past few years, everyone has been saying their expected return sucks and they will likely go nowhere.
Bonds have continued to be a good bet for us and I will likely keep them over CDs unless the rate is over 2%.
|
|
|
07-02-2016, 12:12 PM
|
#434
|
Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
|
The dividend portfolio has only one international company: Unilever (UL).
But, it has Boeing, Cisco, Caterpillar (darn), G.E., McDonalds, and a few other companies that get about half their sales from outside the U.S..
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
|
|
|
07-02-2016, 12:31 PM
|
#435
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
Quote:
Originally Posted by redduck
It appears that I am in good company as I own (except for Cummins) all those stocks and the ETF in my dividend portfolio. I imagine that most people whom invest in dividend stocks pretty much own the same group.
|
Hey, where's the guy who said he would be watching you?
Oops, I spilled the bean.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
|
|
|
07-02-2016, 01:35 PM
|
#436
|
Thinks s/he gets paid by the post
Join Date: May 2014
Location: Utrecht
Posts: 2,650
|
Quote:
Originally Posted by DFW_M5
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.
|
Another option: my portfolio is in Euro (I live in the Eurozone).
Index trackers: +2.3%
Individual portfolio: +13.5%
|
|
|
07-02-2016, 01:39 PM
|
#437
|
Full time employment: Posting here.
Join Date: Nov 2010
Posts: 628
|
Quote:
Originally Posted by DFW_M5
Probably not the typical mix on this board.
|
Merriman has these in his Ultimate Buy and Hold portfolio. I hold these in Fidelity ETFs. I'll have to calculate my YTD return.
I pulled out a chunk for a kitchen renovate, a bathroom complete gut and renovate, new flooring through most of the house, a piano, and a new block wall, a rock fill-in and new patio over it. Even with the spending, we are still be positive for 2016.
Edit added 8.49% YTD.
|
|
|
07-02-2016, 02:20 PM
|
#438
|
gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
|
Quote:
Originally Posted by devans0
Merriman has these in his Ultimate Buy and Hold portfolio. I hold these in Fidelity ETFs. I'll have to calculate my YTD return.
|
I am surprised he would have emerging market bonds or municipals (except for taxable ports) in his buy and hold model portfolio.
Any how, my thinking was skewed due my ports having a large cash position, and that made me attribute some of the strong results reported in the thread to brilliance or timing which clearly is not the case, so can easily see how some folks could have double digit performance. While I like dry powder, I should probably cap it at 10-15% in the future
|
|
|
07-02-2016, 02:38 PM
|
#439
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
|
I'm up 10%.
|
|
|
07-02-2016, 02:48 PM
|
#440
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
|
Quote:
Originally Posted by MichaelB
Interesting, isn't it? What I would find useful in these performance threads is how people's portfolios were performing vs their particular benchmarks.
|
Bond index funds have done well this year as have the actively-managed Wellesley and Wellington with their significant bond positions and value tilts. So folks with less international stocks and more bonds have to be happy.
So some YTD (through 1-July) fund returns:
7.94% Wellesley (38/62)
5.29% Wellington (66/34)
4.87% VBIAX Balanced index (60/40, no foreign stocks)
4.15% VTXVX Target Retirement 2015 (47/53)
4.05% VTWNX Target Retirement 2020 (58/42 AA)
3.84% VTTVX Target Retirement 2025 (66/34)
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
Thread Tools |
|
Display Modes |
Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|