Join Early Retirement Today
Reply
 
Thread Tools Display Modes
Old 01-01-2017, 05:24 PM   #801
Thinks s/he gets paid by the post
redduck's Avatar
 
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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.
redduck is offline   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 01-01-2017, 05:37 PM   #802
Recycles dryer sheets
madsquopper's Avatar
 
Join Date: May 2006
Location: Vienna
Posts: 226
Quote:
Originally Posted by GTFan View Post
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).
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
madsquopper is offline   Reply With Quote
Old 01-01-2017, 05:50 PM   #803
Recycles dryer sheets
Mo Money's Avatar
 
Join Date: Mar 2014
Location: .
Posts: 382
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
Mo Money is offline   Reply With Quote
Old 01-01-2017, 08:33 PM   #804
Recycles dryer sheets
 
Join Date: Oct 2012
Location: Houston
Posts: 68
Quote:
Originally Posted by Loving Life View Post
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.
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.
Loving Life is offline   Reply With Quote
Old 01-01-2017, 09:38 PM   #805
Recycles dryer sheets
 
Join Date: May 2014
Posts: 145
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!
Rdub is offline   Reply With Quote
Old 01-01-2017, 10:41 PM   #806
Full time employment: Posting here.
RetiredGypsy's Avatar
 
Join Date: Mar 2008
Posts: 979
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!
RetiredGypsy is offline   Reply With Quote
Old 01-02-2017, 06:46 AM   #807
Moderator
simple girl's Avatar
 
Join Date: Sep 2006
Posts: 4,029
8.03% YTD. 60/40 allocation.
__________________
simple girl
less stuff, more time

(55, married; Mr. Simple Girl, 59. FIRED 12/31/19!)
simple girl is offline   Reply With Quote
Old 01-02-2017, 09:00 AM   #808
Moderator Emeritus
Ronstar's Avatar
 
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,543
8.66%
Ronstar is offline   Reply With Quote
Old 01-02-2017, 10:25 AM   #809
Recycles dryer sheets
 
Join Date: Nov 2014
Posts: 150
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!"
growerVon is offline   Reply With Quote
Old 01-02-2017, 10:34 AM   #810
Recycles dryer sheets
Avalon's Avatar
 
Join Date: Jun 2010
Posts: 456
+9.66% 66/28/6
Planning to increase my cash position significantly.
__________________

...open up your mind and see like me...
Avalon is offline   Reply With Quote
2016 YTD investment performance thread
Old 01-02-2017, 11:33 AM   #811
Recycles dryer sheets
 
Join Date: Sep 2012
Posts: 459
2016 YTD investment performance thread

+9.61%. 65/35 50/50 domestic/international.
__________________
Retired at age 52 on 12/1/2016
retire2020 is offline   Reply With Quote
Old 01-02-2017, 11:34 AM   #812
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,309
8.77%
64/22/14
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
jazz4cash is offline   Reply With Quote
Old 01-03-2017, 04:58 AM   #813
Recycles dryer sheets
 
Join Date: Jun 2013
Posts: 98
7.9% return with a 49% stocks / 51% bonds & cash (CD's, thank you PenFed!)
canuck5 is offline   Reply With Quote
Old 01-03-2017, 05:01 AM   #814
Thinks s/he gets paid by the post
iloveyoga's Avatar
 
Join Date: Jan 2017
Location: Des Moines
Posts: 1,376
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?
iloveyoga is offline   Reply With Quote
Old 01-03-2017, 07:22 AM   #815
Thinks s/he gets paid by the post
 
Join Date: Jul 2013
Posts: 1,879
9.7%

62/38 AA. Tilt to small-value helped. ex-US equities hindered.
mrfeh is offline   Reply With Quote
Old 01-03-2017, 07:45 AM   #816
Full time employment: Posting here.
 
Join Date: Jan 2008
Posts: 757
7.4% 56/34/10
__________________
Retired July 2013 at age 49.

Lazy Portfolio Investor:
AA: 55% Stocks
35% Bonds
10% Cash
NanoSour is offline   Reply With Quote
Old 01-03-2017, 07:55 AM   #817
Thinks s/he gets paid by the post
 
Join Date: Aug 2005
Location: Crownsville
Posts: 3,711
I closed out 2016 with a return of roughly 8.4%. Not too bad, I guess, but I hope 2017 is even better!
Andre1969 is offline   Reply With Quote
Old 01-03-2017, 08:01 AM   #818
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,266
Quote:
Originally Posted by redduck View Post
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.
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
pb4uski is offline   Reply With Quote
Old 01-03-2017, 08:02 AM   #819
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,004
7.8% 42/48/10
__________________
Numbers is hard
REWahoo is offline   Reply With Quote
Old 01-03-2017, 08:22 AM   #820
Recycles dryer sheets
 
Join Date: Jan 2016
Posts: 66
+11.46%
AA: 95% equities
B0bL0blaw is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
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

» Quick Links

 
All times are GMT -6. The time now is 03:00 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.