Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 09-02-2017, 01:44 PM   #441
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 19,257
Now, the usual Louis XIII cognac bottle goes for a few thousands, but there are some that go for higher than $100K.

When visiting Remy Martin and taking a tour of their cellars, I asked and was told that the super expensive bottles were special editions, and were sold in auctions. It's the auctioning that drives the price to the stratosphere.

For years, I was thinking that for my 60th birthday I would buy a bottle (of course the one costing $K, not $100K), have a party and share it with the males in my family. Then came that BD, I could not overcome my frugal nature and did not do it. So, I just served the usual XO.
__________________

__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 09-02-2017, 01:50 PM   #442
Thinks s/he gets paid by the post
 
Join Date: Mar 2017
Location: New York City
Posts: 2,838
Quote:
Originally Posted by NW-Bound View Post
Now, the usual Louis XIII cognac bottle goes for a few thousands, but there are some that go for higher than $100K.

When visiting Remy Martin and taking a tour of their cellars, I asked and was told that the super expensive bottles were special editions, and were sold in auctions. It's the auctioning that drives the price to the stratosphere.

For years, I was thinking that for my 60th birthday I would buy a bottle, have a party and share it with the males in my family. Then came that BD, I could not overcome my frugal nature and did not do it. So, I just served the usual XO.
The XO, is also an excellent item. To be honest, I didnt notice much of a difference. It did make for huge conversation and even picture taking.
__________________

__________________
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
Blue Collar Guy is offline   Reply With Quote
Old 09-13-2017, 03:14 PM   #443
Thinks s/he gets paid by the post
 
Join Date: Mar 2017
Location: New York City
Posts: 2,838
I need the small caps to "Bust A Move" to propel me to a new high.
__________________
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
Blue Collar Guy is offline   Reply With Quote
Old 09-13-2017, 04:47 PM   #444
Recycles dryer sheets
 
Join Date: Oct 2014
Posts: 63
YTD return on investments is 15.27% with 75/15/10 AA. Best fund is FCNTX at 23.69% and second best is FSDAX at 20.10%.
__________________
Sanstar is offline   Reply With Quote
Old 09-13-2017, 07:59 PM   #445
Recycles dryer sheets
 
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 148
I topped to 10% YTD investment performance threshold today! RE in June 2018 is going to happen. But this nice performance YTD, even with a significant portion in low volitity funds such as VWIAX has me checking numbers to see if I can move the date up a little. I am mentally fried at work. It is time!
__________________
"At some level I am envious that my career never took me to the heights where I could get away with explaining 'Aircraft Carriers take a long time to turn around' as some kind of contribution" -- A w*rk colleague (while we listened to a Director at a recent culture change workshop)
Ed B is offline   Reply With Quote
Old 09-14-2017, 09:21 AM   #446
Full time employment: Posting here.
Sojourner's Avatar
 
Join Date: Jan 2012
Posts: 726
As of yesterday's close, I'm up roughly 12.8% YTD and about 16% over the past 12 months. Woo-hoo!
__________________
Sojourner is offline   Reply With Quote
Old 09-14-2017, 09:39 AM   #447
Full time employment: Posting here.
Sojourner's Avatar
 
Join Date: Jan 2012
Posts: 726
Quote:
Originally Posted by NW-Bound View Post
For years, I was thinking that for my 60th birthday I would buy a bottle (of course the one costing $K, not $100K), have a party and share it with the males in my family. Then came that BD, I could not overcome my frugal nature and did not do it. So, I just served the usual XO.
Sounds like me.

I have a somewhat similar "milestone splurge" plan. When I turn 50, I'm thinking of buying a bottle (or maybe two) of some really spectacular, highly rated, world class wine. Maybe something like a 2004 Lafite-Rothschild Bordeaux for $695/bottle. You only live once, right?
__________________
Sojourner is offline   Reply With Quote
Old 09-14-2017, 02:47 PM   #448
Recycles dryer sheets
USGrant1962's Avatar
 
Join Date: Dec 2016
Location: DC area
Posts: 167
About 11%, but from that I paid off the mortgage in January and bought a summer home with cash in June. And the portfolio is still ahead of 1/1/17
__________________
Semi-ER March 24, 2017
USGrant1962
USGrant1962 is offline   Reply With Quote
Old 09-14-2017, 04:16 PM   #449
Thinks s/he gets paid by the post
 
Join Date: Mar 2017
Location: New York City
Posts: 2,838
Quote:
Originally Posted by Sojourner View Post
Sounds like me.

I have a somewhat similar "milestone splurge" plan. When I turn 50, I'm thinking of buying a bottle (or maybe two) of some really spectacular, highly rated, world class wine. Maybe something like a 2004 Lafite-Rothschild Bordeaux for $695/bottle. You only live once, right?
+1 Right, Good for you. Enjoy it when that milestone arrives.
__________________
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
Blue Collar Guy is offline   Reply With Quote
Old 09-14-2017, 08:30 PM   #450
Recycles dryer sheets
 
Join Date: Dec 2016
Posts: 71
up 13.45% YTD
very grateful
__________________
FREE866 is offline   Reply With Quote
Old 09-17-2017, 03:40 PM   #451
Full time employment: Posting here.
 
Join Date: Aug 2013
Location: North
Posts: 680
12.75%, not bad for an amateur DIY.
__________________
AA (Stock/Bond/Cash ): 99/0/1% MIX (Small/Mid/Large): 67/16/13% BLEND(US/Foreign): 100/0%, (Value/Growth/Blend): X/X/X% REIT (Real Estate Equity): 50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
kgtest is offline   Reply With Quote
Old 09-17-2017, 03:49 PM   #452
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jun 2005
Posts: 8,541
Quote:
Originally Posted by kgtest View Post
12.75%, not bad for an amateur DIY.
But if your benchmark (similar asset allocation and risk) portfolio made 18%, then 12.75% is pretty bad.
__________________
LOL! is offline   Reply With Quote
Old 09-17-2017, 05:21 PM   #453
Thinks s/he gets paid by the post
target2019's Avatar
 
Join Date: Dec 2008
Posts: 3,675
Quote:
Originally Posted by kgtest View Post
12.75%, not bad for an amateur DIY.
That is very good! You are to be congratulated.

I don't mind looking before the end of September.

For comparison, here is a 50/50 balanced fund (all U.S.) that I feed twice a month (since Jan 1 2017).

Capital Research and Mgmt Co - American Funds American Balanced R6 Fund
Calculation started: 01/12/2017
Personal Performance 8.23%

Without new money, it is YTD return 9.45%.

Crazy good, I say.
__________________
target2019 is offline   Reply With Quote
Old 09-17-2017, 05:26 PM   #454
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
braumeister's Avatar
 
Join Date: Feb 2010
Location: Northern Kentucky
Posts: 8,499
As of the end of August, my benchmark was 8.4% and my portfolio was 8.7% so I don't have anything to be ashamed of either.
__________________
Pas de lieu Rhône que nous.
braumeister is offline   Reply With Quote
Old 09-18-2017, 12:37 AM   #455
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 16,135
Wow! Been busy with other stuff an hadn't checked for a couple weeks.

YTD is 10.44% vs 10.16% for my benchmark. Very happy!
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
pb4uski is offline   Reply With Quote
Old 09-18-2017, 01:08 PM   #456
Thinks s/he gets paid by the post
 
Join Date: Mar 2017
Location: New York City
Posts: 2,838
I need to break out the riding crop, and start whipping the small caps. Im getting close to all time highs.

When the crash happens, and im curled up in a ball on the floor crying. I'll be saying I used to have 2 commas.
__________________
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
Blue Collar Guy is offline   Reply With Quote
Old 09-18-2017, 02:34 PM   #457
Full time employment: Posting here.
 
Join Date: Aug 2013
Location: North
Posts: 680
Quote:
Originally Posted by LOL! View Post
But if your benchmark (similar asset allocation and risk) portfolio made 18%, then 12.75% is pretty bad.
true. Anything above 7% annual avg get's me to my goals so I am happy.
__________________
AA (Stock/Bond/Cash ): 99/0/1% MIX (Small/Mid/Large): 67/16/13% BLEND(US/Foreign): 100/0%, (Value/Growth/Blend): X/X/X% REIT (Real Estate Equity): 50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
kgtest is offline   Reply With Quote
Old 09-18-2017, 02:35 PM   #458
Full time employment: Posting here.
 
Join Date: Aug 2013
Location: North
Posts: 680
Quote:
Originally Posted by target2019 View Post
That is very good! You are to be congratulated.

I don't mind looking before the end of September.

For comparison, here is a 50/50 balanced fund (all U.S.) that I feed twice a month (since Jan 1 2017).

Capital Research and Mgmt Co - American Funds American Balanced R6 Fund
Calculation started: 01/12/2017
Personal Performance 8.23%

Without new money, it is YTD return 9.45%.

Crazy good, I say.

I'll take those #s any year.
__________________
AA (Stock/Bond/Cash ): 99/0/1% MIX (Small/Mid/Large): 67/16/13% BLEND(US/Foreign): 100/0%, (Value/Growth/Blend): X/X/X% REIT (Real Estate Equity): 50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
kgtest is offline   Reply With Quote
Old 09-18-2017, 03:51 PM   #459
Recycles dryer sheets
Pilot2013's Avatar
 
Join Date: Mar 2015
Location: Greenville
Posts: 473
10.67% ytd.....
__________________
Pilot2013 is offline   Reply With Quote
Old 09-18-2017, 05:47 PM   #460
Moderator Emeritus
 
Join Date: May 2007
Posts: 11,007
I have not calculated my overall portfolio's IRR but our net worth is up ~15% YTD.
__________________

__________________
FIREd is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
2016 YTD investment performance thread robnplunder FIRE and Money 864 02-01-2017 09:45 AM
2015 YTD performance thread street FIRE and Money 9 01-04-2017 10:40 AM
2015 YTD investment performance thread robnplunder FIRE and Money 689 01-21-2016 07:28 AM
YTD Performance Poll 4merKPer FIRE and Money 98 08-09-2011 12:09 PM
YTD 2006 investment Sam FIRE and Money 84 12-04-2006 01:39 PM

 

 
All times are GMT -6. The time now is 03:12 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.