ziggy29
Moderator Emeritus
As of the moment, -2.6% with roughly a 60/40 AA.
Up 3.84% thanks to individual dividend stocks.
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%
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%
+1Given those equity funds that you are holding, its amazing you could be up.
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!).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%.
It would depend on when they were purchased. Several funds are up 8% to 13% off of their lows for 2016.Given those equity funds that you are holding, its amazing you could be up.
Flat is good. Today you will be in the black (fingers crossed).
-3% is bad. One can live on it for a year!
You may get 1/2 of that today alone ...
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.
+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.
For the few here that reported at the end of January and the end of February, I've plotted the results. So, the month of February saw improvements in the range of .35% to .74% with the larger improvements seen by those that got hit the hardest in January. This is expected and it looks like we have some consistent reporting, for the most part. There is one outlying point not fitting the expectation. It's on the good side, so maybe that strategy should be examinedThis thread will be helpful if you share your strategy, both what is working and what is not working.
It would depend on when they were purchased. Several funds are up 8% to 13% off of their lows for 2016.
So, only one of us has any hope of running a hedge fund?
...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"!)...