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Old 11-08-2018, 09:46 AM   #701
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In the plus column again. What a difference a day makes.
+1..... but still below the rate of inflation.
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Old 11-08-2018, 10:07 AM   #702
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You need to exclude contributions. The name of the thread is "investment performance", not growth.
Ok, then I am down 4.79%.
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Old 11-08-2018, 10:20 AM   #703
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Here is a calculator that some people use for this YTD thread... since we are posting YTD numbers rather than annuaized return numbers, use 12 for months elasped even if the terminal value is not at the end of December. Also, additions or withdrawals can be a net number.... they don't need to be separate... and you can ignore reinvested dividends.

Investment Return Calculator: Measure your Portfolio's Performance
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Old 11-08-2018, 12:05 PM   #704
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+1..... but still below the rate of inflation.
Yeah, same here... still behind inflation.
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Old 11-08-2018, 12:50 PM   #705
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I like this thread but I hate when it comes up. LOL I have to participate when it does for the fun of it.

As of yesterday +2.93 YTD there is nothing added or taken out as usual with these numbers.
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Old 11-08-2018, 01:50 PM   #706
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Agreed street. Iím just over even excluding inflation. Oh well, about time for my nap.
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Old 11-08-2018, 10:10 PM   #707
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Usually I only check at month-end, but ran the numbers after the market run-up, just to make me feel better.
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Old 11-08-2018, 11:01 PM   #708
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bummer - YTD of 50/20/20 (equity/fixed-income/cash) is less than the yield of a one-year CD of 2.7% from Penfed.
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