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06-01-2016, 05:52 AM
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#342
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Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,602
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Up 3.50% after withdrawals.
Comparison between accounts:
401k +4.07%
After tax port +3.25%
Annuity -1.04
IRA managed by FA +2.69%
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06-01-2016, 06:52 AM
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#343
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,746
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As of yesterday's close, I've seen a return of around 2.8% so far this year. Not too bad, I guess.
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06-01-2016, 07:04 AM
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#344
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Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
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As of yesterday's close, 2.7%.
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06-01-2016, 07:30 AM
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#345
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2007
Location: New Orleans
Posts: 47,500
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2.9% if my first stab at it was correct this time.
After a bit of a rocky start this year, I am so pleased with how the market has been doing lately.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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06-01-2016, 07:30 AM
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#346
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2009
Posts: 9,343
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Have been patting myself on the back recently but had been forgetting to add in another account. Oh well, still not bad. Presently up 4.33% on the year. 90% investment grade preferreds, 10% cash/Ag mutual fund. Goosed returns a bit with easy shooting fish in the barrel from selling on high bids and then re buying issues at better price. Like anything...It works until it doesnt.
Sent from my iPad using Tapatalk
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06-01-2016, 08:06 AM
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#347
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,130
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 Quote:
Originally Posted by pb4uski
I consider my PenFed CDs as part of fixed income (essentially a substitute for a 5 year bond) rather than cash... for me cash is just checking and savings. I wonder if others of us have different definitions of cash.
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As well as CD's I also count I-Bonds as cash as they are immediately accessible after the first year and have no risk to principal.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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06-01-2016, 08:10 AM
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#348
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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We are up about 25% YTD with the sale of our house, since a lot of people don't count house in their investment portfolio and we didn't buy a new house.
Pretty sweet!
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06-01-2016, 08:22 AM
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#349
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Full time employment: Posting here.
Join Date: Apr 2014
Location: Houston
Posts: 958
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Up around 6.9% YTD mostly due to rebound in energy sector. Now selling some energy sector assets to reduce overall equity exposure (~85% before sales) and energy specific exposure (~36% before sales).
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06-01-2016, 09:08 AM
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#350
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Recycles dryer sheets
Join Date: Apr 2014
Posts: 159
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Up 4.1%. Can't be too disappointed with that.
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06-01-2016, 09:27 AM
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#351
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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6.97% YTD and 2.9% annualized. I'll take it.....
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06-01-2016, 09:39 AM
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#352
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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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According to Pb4uski's calculator that we are all now using, I'm up 6.87%
in my dividend portfolio where nothing goes in (except dividends received) and nothing goes out.
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
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06-01-2016, 10:00 AM
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#353
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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Four percent.
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06-01-2016, 10:03 AM
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#354
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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Quote:
Originally Posted by Corporateburnout
6.97% YTD and 2.9% annualized. I'll take it.....
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I take it you meant 2.9% YTD and 6.97% annualized. 
I can live with 6.97% annualized return.
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06-01-2016, 10:26 AM
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#355
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,570
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Up 5.49% ytd thru 5/31
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06-01-2016, 10:43 AM
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#356
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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Quote:
Originally Posted by Corporateburnout
6.97% YTD and 2.9% annualized. I'll take it.....
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Backwards?
__________________
Retired since summer 1999.
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06-01-2016, 03:33 PM
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#357
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Moderator
Join Date: Sep 2006
Posts: 4,066
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3.28% YTD as of yesterday's close.
__________________
simple girl
less stuff, more time
(55, married; Mr. Simple Girl, 59. FIRED 12/31/19!)
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06-02-2016, 12:47 PM
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#358
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Recycles dryer sheets
Join Date: Feb 2015
Posts: 60
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8.69% YTD, XIRR. Eked out another small gain in May.
AA = 50/45/5 S/FI/C.
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06-02-2016, 07:06 PM
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#359
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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Quote:
Originally Posted by audreyh1
Backwards?
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Correct. An example of financial literacy going south after 60 
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06-02-2016, 07:37 PM
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#360
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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As of 6/2/16, up 3.11%YTD. Nice recovery!
I like it when I'm getting close to recovering my annual withdrawal.
But I still have a ways to go to get recover from last year's slight loss, and last year's withdrawal.
__________________
Retired since summer 1999.
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