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2017 YTD investment performance thread
Old 01-03-2017, 04:57 PM   #1
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2017 YTD investment performance thread

2017 starts on a positive note, S&P500 closing up 0.85% on the stock trading day. I hope this bodes well for the rest of the year.

As before, this thread is about "investment" performance, as opposed to total asset return, e.g..

This is all about sharing what investment is working YTD, not about anything else. How to calculate the return were discussed in depth in previous YTD threads. See the links below.

2016 YTD investment performance thread

2015 YTD investment performance thread

Good luck to us all!
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Old 01-03-2017, 05:52 PM   #2
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0.31% for us.
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Old 01-03-2017, 06:35 PM   #3
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66.73% YTD. Yes, I know all about "annualized" I like this number better.
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Old 01-03-2017, 09:17 PM   #4
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Got 0.66% for the first trading day of the year.

If I were to "annualize" this number, should I project it over the remaining calendar days of 2017, or do I need to restrict myself to just the number of trading days?
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Old 01-03-2017, 09:21 PM   #5
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Got 0.66% for the first trading day of the year.

If I were to "annualize" this number, should I project it over the remaining calendar days of 2017, or do I need to restrict myself to just the number of trading days?
Because biotech and energy were up today?
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Old 01-03-2017, 09:25 PM   #6
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OK I'll bite on this on, YTD, today up .54% roughly 60/40. Heavy on the two Wells....but VHCOX was up a nice 0.82% which is my current allocation target to get into Admiral on all the accounts.
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Old 01-03-2017, 09:26 PM   #7
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Because biotech and energy were up today?
... and also EM, and material stocks like mining and industrial metals.
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Old 01-04-2017, 06:34 AM   #8
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I am up .43 on total portfolio but that includes a negative figure for the first month's withdrawal (I auto transfer withdrawals to checking on the first day of the month). I don't try to calculate a figure for investment performance separate from total portfolio.
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Old 01-04-2017, 06:44 AM   #9
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Total World up .82%, Wellington Admiral up .59%, lots of cash made it .44%.
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Old 01-04-2017, 10:45 AM   #10
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Old 01-04-2017, 10:55 AM   #11
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Uuuuuuge so far! Lol.
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Old 01-04-2017, 11:59 AM   #12
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We're referring to only Jan 2 and Jan 3 right?
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Old 01-04-2017, 01:14 PM   #13
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1.2% already.

VHT turned around a bit, surprisingly VDE energy is up for me, and it appears both my Large and Small Cap ETFs are doing well...VUG, VOOG, VB and SCHA. I hope the bull keeps rearing!
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Old 01-04-2017, 02:00 PM   #14
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Old 01-04-2017, 04:29 PM   #15
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Yeah, I don't think I'll report until the end of the month. LOL!

Man, I sure remember how things melted down last Jan and Feb. We actually got a thorough correction out of it. Unfortunately, it didn't do much to improve market valuation - just a very short interval.

With CAPE10 almost 28, and rising interest rates, I am so nervous.
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Old 01-04-2017, 05:27 PM   #16
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OK - darn it - I just noticed my YTD is up 0.94% for 2017 in just two trading days. That's unbelievable!!!

And I thought I wouldn't be looking!!

(It's because I'm still rebalancing, so I have to run my spreadsheets for the first few days of the year to make sure everything is squared away)
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Old 01-04-2017, 05:48 PM   #17
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Yeah the lyrics go "What goes up must c...." It's a matter of time now... I was a little nervous, but I already requested this years distribution from my 401K today, so I won't have to seriously worry about it until next January.


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Old 01-04-2017, 06:07 PM   #18
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I think if the CAPE10 actually meant anything the market would have noticed by now.
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Old 01-04-2017, 06:25 PM   #19
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Up 0.71% today, despite having 35% AA in cash.

Stocks that comprise 50% of portfolio are up 1.2%. MFs that are 13% of portfolio are up 0.64%. When diluted by the inert cash, the net is the 0.71% above.

Can it last? Who knows? The leaders today are again biotechs, pharmas, and industrial metals.
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Old 01-04-2017, 06:53 PM   #20
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Quote:
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I think if the CAPE10 actually meant anything the market would have noticed by now.
Market ignores it for long periods. Doesn't mean it doesn't matter. We've been though this game before - 1999, 2007
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