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Old 03-02-2016, 06:00 AM   #101
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As of the moment, -2.6% with roughly a 60/40 AA.
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"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)

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Old 03-02-2016, 07:58 AM   #102
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As of last Friday's close, I was down about 1.8%. Will recalculate again this coming Friday.
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Old 03-02-2016, 08:21 AM   #103
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As of Mar 1, up +0.96% exactly.
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Old 03-02-2016, 09:10 AM   #104
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- 2.51% ytd.
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less stuff, more time

(49, married; DH 53. I am fully retired as of 2015 (well ok, I still work part-time but only because I love the job and have complete freedom to call off if I want to travel with hubby for work), DH hopes to fully retire 2018 when he turns 55 to access 401K penalty-free...although he may decide to do part-time consulting)
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Old 03-02-2016, 09:44 AM   #105
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Old 03-02-2016, 12:28 PM   #106
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Yesterday was a nice boost. Now only down 2% YTD. That's a lot better than a couple of weeks ago.
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Old 03-02-2016, 01:31 PM   #107
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~-1% as of yesterday.
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Old 03-02-2016, 01:49 PM   #108
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Up 3.84% thanks to individual dividend stocks.
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Old 03-02-2016, 01:52 PM   #109
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75/25 AA up 0.93%


VFIAX S&P Fund 43.3%
VGHCX Healthcare 11.0%
VGSIX REIT Index 11.6%
NAISX Small Cap Index 9.1%
VBILX Intermediate BF 12.5%
VBTLX Total Bond Fund 12.5%
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Old 03-02-2016, 02:31 PM   #110
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I am down .2%. Would be a lot worse but I bought some SDLP a couple different times within the last 6 weeks and it's gone up around 34% so that helps.
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Old 03-02-2016, 02:43 PM   #111
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Old 03-02-2016, 02:45 PM   #112
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Originally Posted by ScaredtoQuit View Post
Up 3.84% thanks to individual dividend stocks.
That's probably a good strategy this year. Nice going.
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Old 03-02-2016, 03:21 PM   #113
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Originally Posted by wyecrabber1 View Post
75/25 AA up 0.93%


VFIAX S&P Fund 43.3%
VGHCX Healthcare 11.0%
VGSIX REIT Index 11.6%
NAISX Small Cap Index 9.1%
VBILX Intermediate BF 12.5%
VBTLX Total Bond Fund 12.5%
Given those equity funds that you are holding, its amazing you could be up.
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Old 03-02-2016, 04:18 PM   #114
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I'm down 1.7% as of (a mix of) yesterday/today. The mix is because I haven't bothered to see when items priced once per day get updated on the various web sites. That's "all-in", but adjusted for spending. But it doesn't include the 10K the IRS is holding for me.
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Old 03-02-2016, 04:30 PM   #115
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Quote:
Originally Posted by wyecrabber1 View Post
75/25 AA up 0.93%

VFIAX S&P Fund 43.3%
VGHCX Healthcare 11.0%
VGSIX REIT Index 11.6%
NAISX Small Cap Index 9.1%
VBILX Intermediate BF 12.5%
VBTLX Total Bond Fund 12.5%
Quote:
Originally Posted by DFW_M5 View Post
Given those equity funds that you are holding, its amazing you could be up.
+1

Except for the 25% in bonds, every single one of the above is down in the period of 1/1/2016 to 3/1/2016, some big time like the healthcare.
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Old 03-02-2016, 04:50 PM   #116
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I too was wondering if folks are truly posting the YTD data or perhaps the last 30 days. My portfolio tracks the S&P 500 pretty closely which is down 3.21%.
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Old 03-02-2016, 04:55 PM   #117
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I too was wondering if folks are truly posting the YTD data or perhaps the last 30 days. My portfolio tracks the S&P 500 pretty closely which is down 3.21%.
These threads are always suspicious because many folks do not use the same math that anybody else uses. They also do not include the 50% of their portfolio sitting in a money market (That's not my portfolio "portfolio"!) or ignore certain accounts ("Oh, my old 401(k) invested in oil stocks that I haven't done anything with for years. That doesn't count!).

A benchmark for a 60/40 asset allocation is the Vanguard LifeStrategy Moderate Growth fund VSMGX. Its YTD through 3/1/2016 performance is -1.69%. There are some other 60/40 funds that have better and worse than this fund, too. For example, the Vanguard Balanced fund VBIAX is 60/40 but has no international equites has done -1.27%.
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Old 03-02-2016, 05:02 PM   #118
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Originally Posted by DFW_M5 View Post
Given those equity funds that you are holding, its amazing you could be up.
It would depend on when they were purchased. Several funds are up 8% to 13% off of their lows for 2016.
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Old 03-02-2016, 05:09 PM   #119
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Flat is good. Today you will be in the black (fingers crossed).

-3% is bad. One can live on it for a year!
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Originally Posted by robnplunder View Post
You may get 1/2 of that today alone ...
Indeed. As of market close yesterday, 3/1/2016, I was down only -1.5% YTD.

Today is not shabby. My stocks are up 0.85%, against the S&P of 0.41%. Foreign stocks, not just EM, do well. Mining sector jumps big. Still have to see what my MFs report.
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Old 03-02-2016, 05:17 PM   #120
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Quote:
Originally Posted by wyecrabber1 View Post
75/25 AA up 0.93%


VFIAX S&P Fund 43.3%
VGHCX Healthcare 11.0%
VGSIX REIT Index 11.6%
NAISX Small Cap Index 9.1%
VBILX Intermediate BF 12.5%
VBTLX Total Bond Fund 12.5%
Quote:
Originally Posted by DFW_M5 View Post
Given those equity funds that you are holding, its amazing you could be up.
Quote:
Originally Posted by NW-Bound View Post
+1

Except for the 25% in bonds, every single one of the above is down in the period of 1/1/2016 to 3/1/2016, some big time like the healthcare.
Yes, and VFIAX which is 43.3% of the total is -2.83% YTD and VHGCX is down 8.77% through 3/1/2016 according to Vanguard... so I'm skeptical about +0.93%.

https://personal.vanguard.com/us/fun...tExt=INT#tab=1
https://personal.vanguard.com/us/fun...tExt=INT#tab=1
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