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Old 01-03-2017, 09:35 AM   #821
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I'm up 4.57% on interest and dividends and another 9.53% in capital appreciation. Total return for 2016 = 14.1%. My portfolio consists of 72% individual stocks (mostly dividend payers), 22% individual bonds, and 6% preferred shares.
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Old 01-03-2017, 10:15 AM   #822
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9.65% 77/3/20
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Old 01-03-2017, 12:17 PM   #823
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11.7% on 68/12/20
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Old 01-03-2017, 12:41 PM   #824
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+9% 95% equities. was overweight in VHT and that slowed me down, but I'll take a consistent +9 any year!
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AA (Stock/Bond/Cash ): 95/0/5% MIX (Small/Mid/Large): X/Y/Z% BLEND(US/Foreign): 100/0%, (Value/Growth/Blend): X/X/X% REIT (Real Estate Equity): X% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $3.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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2016 YTD investment performance thread
Old 01-03-2017, 04:29 PM   #825
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2016 YTD investment performance thread

10.2%

Mixture of Vanguard Wellington, Vanguard Total Stock, T.Rowe 2030, S&P 500, and Stable Value.
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Old 01-03-2017, 07:09 PM   #826
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So how did your whole portfolio do?
I have no idea. I kind of tried to figure it out, but I was distracted by a sparkling object. However, I can tell you this: I finished in the 97th percentile (the higher, the better) in ESPN Pigskin Pick'em. I would have finished higher, except that in one of the weeks, I forgot to hit the confirm button on all my picks and therefore I only went 2 for 2. The other picks were not recorded, so I missed out on nine wins. Darn. I probably would have been in about the 103rd percentile if I got credit for those extra nine. As I recall, I was distracted by a sparkling object that came into view.
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Old 01-03-2017, 07:38 PM   #827
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Does anyone listen to or read Bob Brinker?
One reason you haven't seen any replies to your question is E-R.org leans toward DIY investors, many who consider themselves Bogleheads. Relatively few of us follow any particular financial guru since they usually promote some sort of market timing strategy.

Those who do time the market sometimes discuss their moves on the Stock Picking and Market Timing forum, so you might want to post your question there.
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Old 01-04-2017, 08:09 AM   #828
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5.4%, 48/19/33, I am only looking to make 5% so I am really happy. I am investing with the only take the risk you need to approach it and seems to be working.
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Old 01-04-2017, 09:02 AM   #829
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Old 01-04-2017, 10:42 AM   #830
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10.7% return. 85% equities (mainly SP500 index fund) and 15% bonds
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Old 01-04-2017, 11:10 AM   #831
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About 8% for me YTD
I just checked my post from 2015 - It was +1.09% for 2015

I guess you lose some and gain some. I am glad 2016 ended well.
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Old 01-04-2017, 12:47 PM   #832
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2016 performance was right at 6% with 58/34/8.

From the other reports in this thread I think I need to sharpen my pencil. The majority of investments are in MegaCorp 401K. I will be researching the total performance against Vanguard funds and probably switching to Vanguard IRA sooner than planned. BTW, I didn't notice such a large difference in years past.

Thanks for posting your results. It helps me validate my own performance results.
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Old 01-04-2017, 02:04 PM   #833
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Thanks for posting your results. It helps me validate my own performance results.
Yes, I appreciate it too.
Many were in the same general range as me, so I feel pretty good about that. I greatly admire those who did much better, but I suspect they may have spent more time managing their portfolio than I did. Even if they didn't, I still admire them!
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2016 Investment returns - Time weighted
Old 01-04-2017, 02:23 PM   #834
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2016 Investment returns - Time weighted

Based on 2016 full year time weighted average, inclusive of dividends, margin interest and all brokerage fees and excluding the impact of any additions or withdrawals from principal, I was up 10.4% versus 11.9% for the benchmark SP 500.

So I failed to 'beat the market' this year.

Big reason was a very weak start to the 2016 where at one point I was down 18%. I spent the rest of the year trying to catch up but didn't quite make it.

Biggest loser was trying to play mini arbitrage on the failed HAL - BHI merger.

Biggest winners were the energy names - APC, PXD and CXO - which rallied strongly in the second half.

2017 is another year - starting out well, lets see how it goes.




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Old 01-04-2017, 02:54 PM   #835
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11.1 percent net of management fees. About a 55/45 split. A good year.

It has been a good four years considering how low inflation has been. Made some real portfolio gains that I had not anticipated in my projections of five years ago.
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Old 01-04-2017, 02:57 PM   #836
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I was up 10.4% versus 11.9% for the benchmark SP 500.

So I failed to 'beat the market' this year.
But is that the best (most realistic) benchmark for your portfolio?
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Old 01-04-2017, 04:52 PM   #837
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But is that the best (most realistic) benchmark for your portfolio?
Yes - because I am an 'active' investor and trade in and out on both the long and short side including options.

It's a lot of work, it's stressful and if I am not beating a passive return provided by SP500 index funds, why bother gets to be an issue.
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Old 01-04-2017, 04:57 PM   #838
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I'm only 5.8%--international is 35% of stock and cash is 14%, which explains the underperformance. (60-25-15 allocation, but I'm putting some cash to work slowly while I rebalance over the next month)>
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Old 01-04-2017, 06:08 PM   #839
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Looks like the retirement fund gained 7.83% for 2016. 53% equity exposure.

I'm pretty pleased. My balanced fund benchmarks did better, but they have higher stock allocations and are more concentrated in large cap value, with little foreign exposure. Really, they aren't valuable as benchmarks anymore.

I had lower equity exposure than VTWNX listed above and beat it handily. I have a pretty healthy small cap exposure which most balanced funds lack.
A distribution came in higher then expected, so I can bump my 2016 performance all the way up to 7.85% - whoopee!
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Old 01-04-2017, 11:44 PM   #840
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10.7% for my TSP at 60/40 for most of the year. My smaller Roth IRA did a little better but my Healthcare mutual fund brought it down.
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