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Old 01-05-2018, 10:27 AM   #21
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I figure when it happens, there will be quite a fall-off in reporting. In earlier sell offs, I recall the pain of the quarterly statement and wanting to get it recorded in my tracker quickly, then find something else to think about as soon as possible.

Even in brag times like now, reporting once a month is too often, but I can't help myself, heh.
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Old 01-05-2018, 10:30 AM   #22
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Quote:
Originally Posted by Spanky View Post
No, it is return of .97% as of 1/4/2019.
stock 53.86%
bond 33.20%
cash 12.94%
My comment that it was return not yield was directed at someone else’s post.
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Originally Posted by kgtest View Post
Since I seemed to post the highest yield in 2017, I decided to take the torch and start the new 2018 ytd thread. Mods forgive me if one is started.

+1.4% 99% stocks. 10% AAPL.
Two threads were merged so the order was broken.
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Old 01-05-2018, 03:03 PM   #23
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The stock market is going absolutely nuts. I am up 1% ytd with an AA at 60/40.
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Old 01-05-2018, 03:20 PM   #24
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You'd think this first week of 2018 would make me giddy, but this market exuberance laid atop the craziness going on in this country & the world is frankly giving me the heebie geebies......
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Old 01-05-2018, 03:23 PM   #25
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Take a chill pill and enjoy the ride.
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Old 01-05-2018, 03:29 PM   #26
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What a cruel dichotomy....The DOW and S+P etc are at all time highs, but yet, I'm afraid, anxious, and eyeing the exit....

Why can't I ever just ENJOY something without always looking for the worm in the apple?!?!?!??!?!? And being certain that I will find it?!?!
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Old 01-05-2018, 03:33 PM   #27
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What a cruel dichotomy....The DOW and S+P etc are at all time highs, but yet, I'm afraid, anxious, and eyeing the exit....
If you set an AA you can live with - both going up and coming down - you don't have to concern yourself with any of this. Yes, the ride up is more enjoyable than the ride down, but life is full of inevitable bumps and often when you try to swerve to miss them you do far more harm than good. Tighten your seat belt and hang on!
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Old 01-05-2018, 05:15 PM   #28
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We all know that Quicken annualizes the number unless one gives the date range of 1/1/2018 to 12/31/2018.
Yes, I know that too but I sure like to see those BIG #'s at the beginning of the year (unless they are negative, in which case I'll surely annualize) Currently at 122.51% YTD. That's my story and I'm sticking to it.
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Old 01-05-2018, 09:00 PM   #29
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3.21% YTD after the 1st week of the year, with 4 trading days. That's more than what I spent last year.

Stock AA is 74%, although effectively it is only 67% due to 7% of the shares have options written on them, which are now in the money.

If I did not write these options, would have picked up another 0.24%.
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Old 01-05-2018, 10:51 PM   #30
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You'd think this first week of 2018 would make me giddy, but this market exuberance laid atop the craziness going on in this country & the world is frankly giving me the heebie geebies......
well rebalance again if it makes you feel better......
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Old 01-27-2018, 08:27 AM   #31
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YTD DEC 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)
  • 13.25% YTD Weighted Performance overall for the whole pie.
401(k) Personalized Rate of Return is 26.66%.
From 01/01/2017 to 11/30/2017
  • 14.35% American Funds American Balanced R6 Fund
  • 31.68% American Funds New World R6 Fund
Overall increase from previous month
  • 0.85% (not XIRR)
Overall increase for 2017 (includes add'l contributions)
  • 18.05% (not XIRR)
So, we are on a roll, no matter how it is measured. Will rebalance soon back to our targets. For the past 24 months, 22 have been positive for us.
YTD JAN 2018 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)
  • 2.94% YTD Weighted Performance overall for the whole pie.
401(k) Personalized Rate of Return is 6.08%.
From 01/01/2018 to 01/26/2018
  • 4.26% American Funds American Balanced R6 Fund
  • 7.51% American Funds New World R6 Fund
Overall increase from previous month
  • ??.??% (not XIRR)
Overall increase for 2018 (includes add'l contributions)
  • ??.??% (not XIRR)
A bit early for EOM, and still on a roll. Some numbers missing, but need to submit now. Week will get crazy busy.
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Old 01-27-2018, 09:12 AM   #32
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After subtracting 2018 contributions, I am +5.7% for invested assets. 79/15/6 mix. Just nuts.
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Old 01-27-2018, 09:24 AM   #33
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what no one here put 100% into TQQQ and up 34%?

I do love the subreddits to see these crazy kids, they are making a killing right now, hate to see what happens when things go south.

I'm up 5% YTD, I'm more than happy with that as I can sleep at night.
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Old 01-27-2018, 09:28 AM   #34
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Help me understand how you get your YTD percent. If I use this calculator and enter 1 month I see a large percentage for YTD.
Investment Return Calculator: Measure your Portfolio's Performance

So the proper way would be enter 12 month's right?
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Old 01-27-2018, 09:48 AM   #35
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Help me understand how you get your YTD percent. If I use this calculator and enter 1 month I see a large percentage for YTD.
Investment Return Calculator: Measure your Portfolio's Performance

So the proper way would be enter 12 month's right?
well that calculator is giving you annualized returns, so 12 months.

I simply took current balance / (Jan 1 balance - money I withdrew in Jan to live on) = YTD %. So 5% is the amount I made since Jan 1st.
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Old 01-27-2018, 09:54 AM   #36
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^ Thanks that is what I did also just wasn't sure how everyone was figuring it. Mine also is 5.3%.
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Old 01-27-2018, 10:09 AM   #37
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6.5% YTD
portfolio is almost 700k, this is insane consider I was only at 500k in Oct 2016.
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Old 01-27-2018, 10:28 AM   #38
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6.5% YTD
portfolio is almost 700k, this is insane consider I was only at 500k in Oct 2016.
Not to worry, eventually sanity will return, but, it might come at a great cost.
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Old 01-27-2018, 10:43 AM   #39
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Who likes sanity? Insanity is more fun.
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Old 01-27-2018, 11:06 AM   #40
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7.13% ytd in 401k 100% equities including a healthy chunk of company stock. Only about 5% ytd in the rest of my portfolio. I don't believe in market timing but I'm selling about 4% of my portfolio to pay off the car and kitchen remodel. The market just feels too high.
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