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Old 01-04-2017, 09:02 PM   #21
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Ask me again after a couple of quarters.
+1... but for those who are curious 0.52% YTD.
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Old 01-05-2017, 08:53 AM   #22
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Up 1.34%.

82/18% mixed stocks and bonds. Little over 5% in individual dividend stocks.

For contrast, my CDs are up a whopping .22%.
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Old 02-01-2017, 05:07 AM   #23
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Equity side has drifted up a bit. Will wait for March 2017 to rebalance, if necessary.
This year I'll report the weighted performance of all investments, including cash. YTD performance value is pulled from google finance, and spreadsheet assigns weighted performance to each fund/stock.

YTD Wghtd for Equity/Fixed/Cash (55/40/5)
1.199%
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Old 02-01-2017, 07:43 AM   #24
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As of a few minutes ago, roughly:
  • Index -1%
  • Individual -1%
  • Added emerging market tracker: +5%

Excluding dividends. Individual was up for a little while, but then Mattel announced their full year earnings
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Old 02-01-2017, 08:15 AM   #25
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I don't worry about weighing holdings and calculating specific returns. I just compare my EOY holdings to current date holdings (so spending over the course of the year increases the negative). I am currently at 1.49% for the year. Pretty heavy in equities since I haven't re-balanced recently.
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Old 02-01-2017, 08:55 AM   #26
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For January, +1.3%
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Old 02-01-2017, 09:09 AM   #27
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Up 2.5% for the year, all-in. The international is giving back a little of what it's been taking.
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Old 02-01-2017, 09:25 AM   #28
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+1.6% for January 2017
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Old 02-01-2017, 10:10 AM   #29
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Up 1.7%, all in.
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Old 02-01-2017, 11:12 AM   #30
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Up 2.03%. I can live with that. I can live WELL with that.

My January winners are international & energy funds. All of them are up about 5%.

The losers are, well, not many. Bond funds gained at their expected rate.

My short term trades (morning time hobby) kept up with S&P 500.

All is well so far.
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Old 02-01-2017, 11:36 AM   #31
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4.12% Big winner was a bet on biotech. Which is up over 6% YTD. I picked it based on it was near the bottom (or the top depending on how you look at it) of the worst performers of last year, down 23%.
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Old 02-01-2017, 11:45 AM   #32
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I closed January with 2.40% YTD return. Not complaining for 60% stock, 33% cash, and what's left in bonds.

What worked well are industrial metals, biotechs, EM. The lousy stocks include energy, some industrials and retailers like Walmart.
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Old 02-01-2017, 12:42 PM   #33
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Transaction History by Fund for the period: 1/1/2017 to 1/31/2017
Personal Rate of Return for the period: 2.08%

I don't expect every month will be like that
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Old 02-01-2017, 12:57 PM   #34
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Up .89%, much better than last year at this time. 50/50 portfolio. FX variations hurt a bit - S&P500 was down 1.13% in CAD terms.
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Old 02-01-2017, 01:14 PM   #35
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I don't expect every month will be like that
Oh, why not? I am fully expecting that. How else can I buy a Ferrari? Great expectations.
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Old 02-01-2017, 01:39 PM   #36
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Oh, why not? I am fully expecting that. How else can I buy a Ferrari? Great expectations.
"Murphy was an optimist" is a family saying around here
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Old 02-01-2017, 01:52 PM   #37
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Looks like 1.3% on 58/33/8 allocation. Works for me, my self developed spreadsheet projection always calls for a flat current year.
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Old 02-01-2017, 02:21 PM   #38
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"Murphy was an optimist" is a family saying around here
That only applies to my golf game. I fully expect that the stock market returns 20% a year while I am in retirement. I will take 4% a year though.
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Old 02-01-2017, 06:27 PM   #39
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Up 1.7%, all in.
+1
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Old 02-01-2017, 07:57 PM   #40
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+1.1%
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