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Old 03-01-2017, 09:33 AM   #101
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3.88% YTD as of this morning. Judging by how the markets are responding to Trump's speech It might exceed 4% tomorrow morning.
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Old 03-01-2017, 10:01 AM   #102
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As of last nite's close, I'm up around 6.4%...not bad at all for 2 months! And that's rate of return, not including additional investments. Add in additional investments, I'm "only" up 5.9%, because I pulled some out back in January to pay down the mortgage.

And hopefully I'm not going to jinx it by saying this, but, in dollar amounts, 2017 is already my 6th best year ever! Now, I've only been seriously investing since 1999, so my record doesn't go back *that* far, but still, it's nice to see the power of compounding.

FWIW, my best years were, in order:
2013: up 23.1% (had sold off some assets to pay down the mortgage and other things, so it would have been better if I let it ride)
2009: up 44.7% (but bouncing off the Great Recession, so with that in mind, not so great)
2012: up 15.9%
2010: up 19.8%
2016: up 8.3% (not so hot on a percentage basis, but by this time my net worth had grown enough that it was still a decent amount).

Actually, if I can make more than 15.1% for 2017 as a whole, it'll put this year at #1, on a dollar gain basis. That actually sounds doable...but again, hopefully I didn't just turn this into a "WHEEEEEE!!" moment!
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Old 03-01-2017, 01:21 PM   #103
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OK made me look. PRR for the year to date without cash is 2.15%. Including cash it is 1.93%. I'll take it.

54/41/5
Updating my post above as of today. Up 3.77% not including cash. Including cash 3.39%. Not quite as much progress but happy with it anyway.
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Old 03-01-2017, 04:25 PM   #104
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3.94% thru 2/28
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Old 03-01-2017, 04:51 PM   #105
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3.48% YTD through the end of February. Very nice.
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Old 03-01-2017, 05:04 PM   #106
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3.94% as of tonight.
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Old 03-01-2017, 05:49 PM   #107
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I picked up 1.1% today. YTD gain now is 6.1%.

Pretty darn good for holding a big wad of cash in the portfolio. Stock AA is now 65%.
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Old 03-01-2017, 07:30 PM   #108
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3.75% YTD through 2/28/2017... a good start for the year, but only 2 months so it would be a little premature to get too excited.
Wow. Updated for today's action... now is 4.47%. The increase is close to the 1.37% increase in the S&P 500 for the day times 60% so the increase seems sensible.

I have been rebalancing more often than normal into the rally to keep cash up giving upcoming wedding costs later this year.
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Old 03-03-2017, 08:20 PM   #109
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4.4% YTD at the start of this month. Wellesley and REIT at 2.14% and 2.12% are dragging an otherwise average of 5.9% between my other funds down a bit.

Interestingly my yearly return over the last decade averages 12.4%. According to Vanguard, anyway.
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Old 03-03-2017, 09:59 PM   #110
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About 5%, after a quick glance. Not too bad considering I'm in a lot of cash, but I'm embarrassed to say exactly how much. It helps to invest in biotech funds.
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Old 03-03-2017, 10:33 PM   #111
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Taxable Brokerage Account: +5.23%
IRA: +0.38%

My IRA has been killed by the Under Armour shares bought in late 2016
But it could be worse. The taxable account is about 540 K & the IRA is only about 40
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Old 03-04-2017, 09:52 AM   #112
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The Mar 1 rally goosed the retirement portfolio return YTD all the way up to 3.52%. The following selloff brought it down to 3.13% on Friday.
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Old 03-04-2017, 09:58 AM   #113
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+5.81% YTD
Cash, bonds, and foreign investments keeping my returns below the S&P this year so far, but that's the price of diversification sometimes.
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Old 03-04-2017, 10:15 AM   #114
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3.77% YTD with 10% cash and 35% Bonds
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Old 03-04-2017, 12:46 PM   #115
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+6.2% as of Q1 2017. Rootin for bull baby!
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AA (Stock/Bond/Cash ): 99/0/1% MIX (Small/Mid/Large): X/Y/Z% 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.
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Old 03-04-2017, 12:57 PM   #116
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Mine is up to 4.35% as if March 2nd.
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"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)
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Old 03-04-2017, 01:15 PM   #117
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YTD (March 4, 2017) returns for a collection of 'close-to' 60/40 funds:

3.85% VSMGX Vg LifeStrategy Moderate Growth
3.64% VTWNX Vg Target Retirement 2020
4.05% VBIAX Vg Balanced Index
3.64% DGSIX DFA Global 60/40 I
4.15% VWENX Vg Wellington
4.10% VTTVX Vg Target Retirement 2025
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Old 03-04-2017, 01:42 PM   #118
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Quote:
Originally Posted by LOL! View Post
YTD (March 4, 2017) returns for a collection of 'close-to' 60/40 funds:

3.85% VSMGX Vg LifeStrategy Moderate Growth
3.64% VTWNX Vg Target Retirement 2020
4.05% VBIAX Vg Balanced Index
3.64% DGSIX DFA Global 60/40 I
4.15% VWENX Vg Wellington
4.10% VTTVX Vg Target Retirement 2025
Looks about right, overall with my 60/37/3 doing right at 3.76% overall. Like stated before, Wellesley is bringing this down. I am tracking at 58% of the YTD S&P return, carrying the bonds at a slight negative return that offsets the 60% equity returns (w/o div) to capture only 58% of that index. Oh what we pay for being able to sleep.
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Old 03-07-2017, 03:46 PM   #119
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Up 4 percent
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Old 03-27-2017, 06:08 AM   #120
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What goes up, better darned well stay up .. except when it doesn't
  • Index flat as of today
  • Individual +3%, including cash drag
  • Emerging market tracker: +9%


A pretty minor movement, itself a deviation from the party-returns we've seen the last few years.
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