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01-01-2017, 05:24 PM
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#801
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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Using the Investment Performance Calculator my Dividend Portfolio is up 10.69%.
There are currently 21 stocks in the portfolio. According to Morningstar, the dividend yield is 3.29. All but two stocks are rated 1 for safety by Value Line, the remaining two are rated 2. There are no transaction fees involved. The purpose of this portfolio is to make up for some of the income that my bond funds haven't been bringing in. Hopefully, I'm doing this in a reasonably safe way. So far, so good. I guess I should mention that my Dividend Portfolio is only part of my portfolio, but its portion is growing larger as time goes on.
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01-01-2017, 05:37 PM
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#802
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Recycles dryer sheets
Join Date: May 2006
Location: Vienna
Posts: 226
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Quote:
Originally Posted by GTFan
Wow that was an underperforming benchmark IMO, only returned 0.88% in 2016 with an allocation somewhat close to Vanguard Moderate Lifestrategy Growth (VSMGX) which is the one I use. That one returned 7.13%, my port was 7.53% (59/34/7).
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The adjusted closing values off of Yahoo said 2.4% but I'm a bit leery since I think they should be a bit higher, but these numbers are usually accurate. I may wait a few more days and recheck, or wait for Fidelity to report.
Larry
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01-01-2017, 05:50 PM
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#803
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Recycles dryer sheets
Join Date: Mar 2014
Location: .
Posts: 382
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2016 performance: 10.37%. Roughly 75% equity index ETFs, 20% bond index ETFs, 5% cash earning 1% at Barclays. While this allocation is relatively high in equities, the 25% in bond index ETFs and cash can support me for about eight years -- longer than the depression and great recession combined. Thus the aggressive allocation.
__________________
“We always may be what we might have been.” -- Adelaide Anne Procter
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01-01-2017, 08:33 PM
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#804
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Recycles dryer sheets
Join Date: Oct 2012
Location: Houston
Posts: 68
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Quote:
Originally Posted by Loving Life
Update through December - as previously discuss, this has been a better year for me - last year, while everyone was in the positive, I lost 3.68%. To date positive 16.93%
Currently, my portfolio is 70% fix income and 30% percent stocks. I have got out of all mutual funds for this year, (too risky) Individual stocks have done better for me the last few months (a 1/2 dozen stocks). Due to this strange market that I do not understand, I have everything on a very short leash.
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My finale number for the year is 19.78% - The best year I have had for 4-5 years. I am shocked, at the beginning of the year, when I made my allocation changes, I figured I was in for another low or down year - nice surprise - as of 12/31/2016 I an now only 15% Equities, 85% cash or fixed income.
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01-01-2017, 09:38 PM
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#805
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Recycles dryer sheets
Join Date: May 2014
Posts: 145
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My You Index from Personal Capital was 7.1%. I have a pretty significant cash and muni fund balance that held it back a bit. Overall investable assets were up 10.1% and NW was up 9.4%. Better than I planned for this year. Happy New Years!
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01-01-2017, 10:41 PM
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#806
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Full time employment: Posting here.
Join Date: Mar 2008
Posts: 979
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Final numbers to the end of the year put me at 12.7%. Dividends counted for nearly 40% of that. I'll take it!
__________________
I'm free and I like it!
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01-02-2017, 06:46 AM
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#807
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Moderator
Join Date: Sep 2006
Posts: 4,029
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8.03% YTD. 60/40 allocation.
__________________
simple girl
less stuff, more time
(55, married; Mr. Simple Girl, 59. FIRED 12/31/19!)
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01-02-2017, 09:00 AM
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#808
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Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,543
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8.66%
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01-02-2017, 10:25 AM
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#809
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Recycles dryer sheets
Join Date: Nov 2014
Posts: 150
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8.86% across all holdings in a 75/25 asset allocation that includes a healthy exposure to Intl.
__________________
The kids used to call me Captain Slow; now they also use Captain Cheap. I tell them, "Talk to the portfolio!"
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01-02-2017, 10:34 AM
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#810
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Recycles dryer sheets
Join Date: Jun 2010
Posts: 456
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+9.66% 66/28/6
Planning to increase my cash position significantly.
__________________
...open up your mind and see like me...
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2016 YTD investment performance thread
01-02-2017, 11:33 AM
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#811
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Recycles dryer sheets
Join Date: Sep 2012
Posts: 459
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2016 YTD investment performance thread
+9.61%. 65/35 50/50 domestic/international.
__________________
Retired at age 52 on 12/1/2016
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01-02-2017, 11:34 AM
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#812
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,309
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8.77%
64/22/14
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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01-03-2017, 04:58 AM
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#813
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Recycles dryer sheets
Join Date: Jun 2013
Posts: 98
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7.9% return with a 49% stocks / 51% bonds & cash (CD's, thank you PenFed!)
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01-03-2017, 05:01 AM
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#814
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Thinks s/he gets paid by the post
Join Date: Jan 2017
Location: Des Moines
Posts: 1,376
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We have a balanced portfolio and 2016 YTD is 9.78, which I was very happy with.
Does anyone listen to or read Bob Brinker?
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01-03-2017, 07:22 AM
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#815
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Thinks s/he gets paid by the post
Join Date: Jul 2013
Posts: 1,879
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9.7%
62/38 AA. Tilt to small-value helped. ex-US equities hindered.
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01-03-2017, 07:45 AM
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#816
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Full time employment: Posting here.
Join Date: Jan 2008
Posts: 757
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7.4% 56/34/10
__________________
Retired July 2013 at age 49.
Lazy Portfolio Investor:
AA: 55% Stocks
35% Bonds
10% Cash
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01-03-2017, 07:55 AM
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#817
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,711
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I closed out 2016 with a return of roughly 8.4%. Not too bad, I guess, but I hope 2017 is even better!
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01-03-2017, 08:01 AM
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#818
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,266
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Quote:
Originally Posted by redduck
Using the Investment Performance Calculator my Dividend Portfolio is up 10.69%.
There are currently 21 stocks in the portfolio. According to Morningstar, the dividend yield is 3.29. All but two stocks are rated 1 for safety by Value Line, the remaining two are rated 2. There are no transaction fees involved. The purpose of this portfolio is to make up for some of the income that my bond funds haven't been bringing in. Hopefully, I'm doing this in a reasonably safe way. So far, so good. I guess I should mention that my Dividend Portfolio is only part of my portfolio, but its portion is growing larger as time goes on.
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So how did your whole portfolio do?
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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01-03-2017, 08:02 AM
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#819
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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
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7.8% 42/48/10
__________________
Numbers is hard
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01-03-2017, 08:22 AM
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#820
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Recycles dryer sheets
Join Date: Jan 2016
Posts: 66
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+11.46%
AA: 95% equities
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