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07-03-2017, 03:03 PM
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#341
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Recycles dryer sheets
Join Date: Oct 2015
Posts: 124
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Up 7.95% (excluding all contributions) on a stock/bond/cash portfolio of 82/15/3
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07-03-2017, 03:18 PM
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#342
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Full time employment: Posting here.
Join Date: Aug 2008
Location: The 850
Posts: 976
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Up 6.98% on a 70/30 target allocation. Floated up to 75% near the end of June before being trimmed back to 70
__________________
Stay at home slacker dad 2015-August 2024. With the last kid gone, now actually retired
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07-07-2017, 09:14 PM
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#343
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Dryer sheet wannabe
Join Date: Oct 2012
Location: Los Angeles
Posts: 11
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Up 10.3% through the end of June, all stock all index slice-and-dice portfolio.
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07-07-2017, 11:28 PM
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#344
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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my net worth went up, 8.2 %, But in money, its 307 Large, not in my wildest dreams would I believe this stuff. Im sure the nightmare is on the horizon.
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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07-08-2017, 06:25 AM
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#345
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,349
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7.5% YTD at end of June.
Basically a 60/40 portfolio.
__________________
I thought growing old would take longer.
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07-22-2017, 08:22 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: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,361
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Just cracked 9% YTD through yesterday.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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07-22-2017, 12:08 PM
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#347
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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I am up to 8.86%
__________________
Retired June 1, 2018
RE AA 65/35
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07-22-2017, 02:18 PM
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#348
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Recycles dryer sheets
Join Date: Apr 2016
Location: Bay Area
Posts: 188
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7.61% YTD but I have the "nice" problem of a fair bit of cash on the sidelines I'm DCA'ing into my account this year so it's bringing the overall return so far.
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07-22-2017, 03:09 PM
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#349
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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Quote:
Originally Posted by JohnnyBGoode
7.61% YTD but I have the "nice" problem of a fair bit of cash on the sidelines I'm DCA'ing into my account this year so it's bringing the overall return so far.
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Im all for any legal strategy that helps the bottom line. Im glad your DCA is doing it for you. I DCA my excess every week.
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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07-23-2017, 02:33 PM
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#350
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Full time employment: Posting here.
Join Date: Jun 2015
Location: Redmond
Posts: 892
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OK I'll bite...8.22% ytd which is 78.6% S&P wo div. My portfolio allocation has edged up a bit. 69/25/6
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07-23-2017, 04:54 PM
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#351
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Recycles dryer sheets
Join Date: May 2017
Posts: 85
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12.1% 90% stocks mutual funds
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07-23-2017, 06:51 PM
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#352
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Recycles dryer sheets
Join Date: Jul 2017
Location: Headed to the Hill Country
Posts: 84
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6.58%; 54 years old; FIRE in 2018; 40/30/30; CASH is KING
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07-23-2017, 06:56 PM
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#353
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Thinks s/he gets paid by the post
Join Date: Oct 2012
Location: Reno
Posts: 1,338
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8.95 (round up to 9%?); 60/25/15. International component is finally "working" after being a drag for several years. (I hope that afterthought doesn't jinx it.)
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07-23-2017, 07:11 PM
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#354
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Recycles dryer sheets
Join Date: Apr 2007
Posts: 53
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7.9 ytd. I had some coal stocks that went to 0 value, bankrupted and disappeared from portfolio(thanks Obama) I presume they are history?
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07-23-2017, 08:42 PM
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#355
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Recycles dryer sheets
Join Date: Nov 2012
Location: Kearneysville
Posts: 244
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401K is up 13.7% as of close Friday.....all just sitting in retire 2025 and retire 2030 funds. Tempted to put in something safe for the probable October adjustment.
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07-24-2017, 12:59 AM
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#356
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Recycles dryer sheets
Join Date: May 2017
Posts: 85
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Quote:
Originally Posted by Sniggle
401K is up 13.7% as of close Friday.....all just sitting in retire 2025 and retire 2030 funds. Tempted to put in something safe for the probable October adjustment.
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If you have it in a timeline fund then it will automatically get moved around somewhat by the fund manager
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07-25-2017, 07:05 PM
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#357
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Moderator
Join Date: Jul 2017
Posts: 5,767
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I don't know. I did get a statement from the 401k, it's up 6.5. About 1/3 is in cash.
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07-25-2017, 08:17 PM
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#358
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
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+11.5% aint gots to lie to kick it. If it's over 7% I am happy
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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07-29-2017, 08:29 AM
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#359
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,719
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Quote:
Originally Posted by target2019
Mid-2017 Investments Summary - 9.34% new contributions + performance
- 5.61% YTD Weighted Performance overall
14.47% new 401k still setting the pace. - American Funds American Balanced R6 Fund: 4.06%
- American Funds New World R6 Fund: 16.43%
Also rebalanced at the beginning of June, and reduced equity target: - 53 Equity / 42 Fixed / 5 Cash
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YTD July 2017 Investments Summary (53 Equity / 42 Fixed / 5 Cash) - 7.51% YTD Weighted Performance overall
18.13% new 401k still setting the pace. This is XIRR calc from provider. - American Funds American Balanced R6 Fund: 7.03%
- American Funds New World R6 Fund: 20.61%
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07-29-2017, 08:58 AM
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#360
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Full time employment: Posting here.
Join Date: Apr 2011
Location: Castro Valley
Posts: 788
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6.3% through July. Approx 45/45/10 stocks/bonds/cash
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