athena53
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- May 11, 2014
- Messages
- 7,377
Down about 3.8% with probably 70% equities. Still up over what I had when I retired in mid-2014 despite withdrawals, which is reassuring.
My children have been on their own and investing for a while. At Christmas, my son-in-law shared what he lost in dollar amounts. It showed they had more than I thought, which was good. I then told him that I lost 10x that in dollar amount. And that surprised him too.
My son has been quiet about his account. But he made no mention of selling, which is good.
We will be going to my son's home soon, as he is hosting the big family New Year Day lunch party. I will bring this up again, and make sure nobody is selling.
December 2018November 2018
+3.62% Total Portfolio Value increase YTD
-0.06% YTD Performance, total pie weighted
50-45-05 (Stk-Bnd-Csh) AA - new AA going forward
Expert Analysis: Based on previous expert comment, I am no expert.
-3.57%. Guess I'll hold off on opening my hedge fund.
I just did a quick look and I looks like I broke even for the year. I did a summary each quarter and it does hurt to see where I ended up compared to mid year but feeling pretty good to be even. Hopefully the worst is behind us, but the pessimist in me feels like maybe not. This early in retirement, I’ll be running a tight ship for a few years until things shake out. Still, a good start financially to my retirement.
-3.67% on a 56/40/4 AA. Seems about normal around here.
Final numbers are in.
-10.62 90/9/1
Could be worse.
Time weighted return for 2019 -31.7%
Big losers were all the energy names and AAPL.
The only good news is that 2019 is a new year.
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