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Old 06-01-2017, 01:09 PM   #281
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100*(Value on 5/26/17 - value on 12/31/16)/value on 12/31/16 = 8.3%

If I tell DH he'll book another vacation for sure.
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Old 06-01-2017, 03:11 PM   #282
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Sell in May and go away?
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Old 06-01-2017, 06:09 PM   #283
Recycles dryer sheets
 
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Location: An island off the coast of Florida. (Ok - if you really need to know it's Vero Beach)
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401k up 12.43% YTD, up 18.9% over past 12 months.

Still in accumulation - all in on stocks.

It won't last - but I am slow in diversifying into bonds because of low interest rates.
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Old 06-01-2017, 06:12 PM   #284
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Once again proving that even a blind hog can find an acorn...
True. Probably because he hasn't taken his cut yet.
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Old 06-01-2017, 08:22 PM   #285
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Originally Posted by atmsmshr View Post
401k up 12.43% YTD, up 18.9% over past 12 months.

Still in accumulation - all in on stocks.

It won't last - but I am slow in diversifying into bonds because of low interest rates.
Great return/YTD - much better than that of the market.
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Old 06-01-2017, 08:43 PM   #286
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Folks are just swimming in added wealth. Nice going, folks. Sell in May and Go Away? I expect a some kind of correction. Market seems to be overbought in my mind.
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Old 06-02-2017, 11:03 AM   #287
Recycles dryer sheets
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Portfolio (44% bonds, 21% stock, 8% cash, 27% real estate) return YTD of 4.09%. I'll take it!
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Old 06-02-2017, 11:34 AM   #288
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YTD ~ break even. Yup, I'm here just to make everyone else look good this year!
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Old 06-02-2017, 03:45 PM   #289
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YTD, XIRR 3.81% on AA 51/49
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Old 06-02-2017, 06:07 PM   #290
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Wow!

All investable assets (taking into account spending YTD) are up 7.44% YTD.

Retirement assets are up 8.24% YTD.

I'm surprised that W2R hasn't yet spooked the market.
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Old 06-02-2017, 06:19 PM   #291
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7.49% as of yesterday's close on a 51/41/8 AA.

I'll be happy with this return for the whole year.
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Old 06-02-2017, 10:38 PM   #292
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Our overall assets are up ~12.6% YTD, including some contributions, but a little of that is also fuzzy due to property value guess. It will be an interesting year as I'd accumulated nearly $400k in company stock and am working through divesting some of it as painlessly as possible. I'm also, generally, moving some money out of stocks just in case (but still bought more Amazon not too long ago, lol).
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Old 06-02-2017, 11:22 PM   #293
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7.64 % as of close of business Friday. in real terms im up $285,900, in my book Dat's Large.
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Old 06-03-2017, 12:15 AM   #294
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As of today, I'm at 10.69% for the year and 15.95% since November 8, 2016.
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Old 06-03-2017, 05:18 AM   #295
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7.75% on 60/30/10 portfolio. Preparing to pull the plug within the next six months.
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Old 06-03-2017, 08:49 PM   #296
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17.75% XIRR on 58/33/9. Just gonna stay the course and still playing catch-up from 2015's -0.36%.

Since ER here are the numbers

2013 12.08%
2014 5.66%
2015 -0.36%
2016 7.38%
2017 17.75% XIRR

AVG ROR 6.19% with annual inflation at 1.15%
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Old 06-05-2017, 11:09 AM   #297
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I don't have the numbers in front of me at the moment, but I added everything up this morning, and I think I was up around 11.2% so far this year, and about 14.4% if you count additional investments made this year.
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Old 06-05-2017, 12:09 PM   #298
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... and about 14.4% if you count additional investments made this year.
We're not counting those.
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Old 06-05-2017, 01:46 PM   #299
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Up 7.92%. 55/45.
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Old 06-14-2017, 01:17 PM   #300
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12.93% 90/10
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