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Old 06-14-2017, 01:35 PM   #301
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Not sure which way people are reporting so:

8.9% YTD through June, or;

17.8% annualized
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Old 06-14-2017, 01:53 PM   #302
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The former.... or thought of another way, as if there is no additional income or change in value between the measurement date and December 31, 2017.
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Old 06-19-2017, 07:52 AM   #303
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Congratulations

If I'm reading it correctly, looks as if today, the DJIA is up about 25% from a year ago on June 17.
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Old 06-20-2017, 12:32 PM   #304
Recycles dryer sheets
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Currently my allocation is 68/28/4 (stock, bonds, cash). The S&P is up 8.98% YTD, my allocation is finally catching up, now at 7.26% or 80.9% of the S&P growth (wo div). I like to consider the allocation is very balanced moderate growth. Earlier in the year I was more 60/40 ish, so my stock growth is rapidly skewing the allocation. I am considering a re-balance today, and will likely drop the foreign bond allocation as well. Any thoughts or similar thoughts by others? Someone mentioned private money lending as an allocation, which would be similar to a bond strategy. Curious if the higher yield might follow more risk?
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Old 06-20-2017, 12:44 PM   #305
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Current allocation of 75/21/4. YTD performance is 8.98%
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Old 06-20-2017, 02:13 PM   #306
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If I take the difference in our net worth between 12/31/16 and 6/20/17, minus value for our residences, and divide that by the 12/31 net worth I get 3.776% gain. Of course we have fed and maintained ourselves during the last six months, so I'm ok with that.
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Old 06-20-2017, 02:15 PM   #307
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YTD is less than yesterday. I was changing the channels and saw red arrows. Ill calculate again when i see green numbers.
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Old 06-20-2017, 05:09 PM   #308
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Quote:
Originally Posted by imoldernu View Post
If I'm reading it correctly, looks as if today, the DJIA is up about 25% from a year ago on June 17.
More like 21% but still very good.

DIA SPDRŽ Dow Jones Industrial Average ETF ETF DIA chart
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