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Old 09-09-2016, 12:25 PM   #561
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I was overweight on equities anyway and almost rebalanced this morning... Mr. Market just saved me a little time and effort.
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Old 09-09-2016, 12:37 PM   #562
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I'll go then ..

Index trackers: +5.3%
Individual portfolio: +20.8%

Now I only have to remember to stay away in september.
Well, I didn't stay away in september, shucks. As of right now:

Index tracker: +4.6%
Individual portfolio: +18.7%

Steel and tobacco for the lose ..
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Old 09-09-2016, 02:13 PM   #563
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1.5% drop in the market today, time to update those figures!
You spoke a bit too early there. S&P closes down almost 2.5%.

Doing even worse are EM and dividend stocks like utility, REITs, etc...

Yep, time for a correction that is long overdue.
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Old 09-09-2016, 02:37 PM   #564
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1.5% drop in the market today, time to update those figures!
More like 2.5%
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Old 09-09-2016, 04:26 PM   #565
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More like 2.5%
If it was 10% I would buy some SCHD or VYM
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Old 09-09-2016, 06:48 PM   #566
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If it was 10% I would buy some SCHD or VYM
We went SCHD fishing and landed a few.
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Old 09-09-2016, 07:28 PM   #567
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2.5% drop today, although for the year I am still in positive territory. I am afraid that it is just the beginning of the Market bubble deflation on a comment of rate increase.
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2016 YTD investment performance thread
Old 09-09-2016, 10:18 PM   #568
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2016 YTD investment performance thread

I actually have no idea. Should we calculate (or take action) based on short term (2016 YTD or whatever) returns?
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Old 09-10-2016, 07:23 AM   #569
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....I'm up 7.53% YTD using XIRR.... 7.44% using moneychimp calculator. ...
After yesterday's panic, I'm now 6.83% YTD using XIRR... no complaints. I actually did some cash raising a couple weeks ago since things felt a little frothy. After yesterday all my AA categories are within 0.5%, so no complaints.

AA = 60/35/5
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Old 09-10-2016, 08:36 AM   #570
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Using XIRR, as of today 6.39% YTD on a AA = 51/18/31
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Old 09-10-2016, 10:22 AM   #571
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Using XIRR, as of 9/6 my YTD return was 9.79%. As of COB yesterday, it is now 7.84%, a drop of 1.95%. AA is 55/40/5. I also rebalanced a month ago, for the second time this year. I usually only rebalance in January.
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Old 09-10-2016, 10:47 AM   #572
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Total portfolio VG / FIDO AA = 51/34/15.

Friday our total portfolio was -0.98 %. (S&P was - 2.45% / DJIA -2.13%)

For 2016:

FIDO + 4.35 % AA 57/43
VG + 5.16 % AA 55/44

Since mid 2013 when I left FT work, we have not had to tap our accounts for expenses but I anticipate having to do that in late 2017 so it's been a good start. Our total account is + 21% in the last 3 years.
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Old 09-10-2016, 11:52 AM   #573
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Using XIRR, as of 9/6 my YTD return was 9.79%. As of COB yesterday, it is now 7.84%, a drop of 1.95%. AA is 55/40/5. I also rebalanced a month ago, for the second time this year. I usually only rebalance in January.
My numbers are very similar... peak was 9.75% YTD as of 9-7; now at 7.60% after yesterday. Drop of 2.15%. This excludes real estate investments, so AA is 61/35/4.
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Old 09-10-2016, 10:56 PM   #574
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Vanguard says +8.5% YTD for a 56/44 portfolio.
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Old 09-12-2016, 04:25 PM   #575
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Statements came in and I lost 30 grand last month.

Now at 12% YTD
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Old 09-13-2016, 07:35 AM   #576
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Up 7.5% year to date.
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Old 09-13-2016, 08:42 AM   #577
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I invested the minimum amount necessary in the Schwab Intelligent Portfolio to see how it does.

As of 9/9 it is up 8.11% for the year.
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Old 09-30-2016, 06:48 AM   #578
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401K with RNWEX only (Diversified Emerging Mkts)
As of 09/29/16: Personalized Rate of Return YTD 14.52%.

RNWEX American Funds New World R4 Fund RNWEX Quote Price News

More to follow.
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Old 09-30-2016, 09:44 AM   #579
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401K with RNWEX only (Diversified Emerging Mkts)
As of 09/29/16: Personalized Rate of Return YTD 14.52%.

RNWEX American Funds New World R4 Fund RNWEX Quote Price News

More to follow.
I'm not sure I follow. The fund is up 8.6%, it's all you own in your account, and you're up 14.5%?
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Old 09-30-2016, 10:10 AM   #580
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ROR YTD is currently at 11.51% in my 401k. Brokerage is at 8.02% but the 401k has a much larger total balance.
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