Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 11-08-2018, 08:46 AM   #701
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 20,873
Quote:
Originally Posted by sengsational View Post
In the plus column again. What a difference a day makes.
+1..... but still below the rate of inflation.
__________________

__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 11-08-2018, 09:07 AM   #702
Recycles dryer sheets
 
Join Date: Jul 2018
Posts: 57
Quote:
Originally Posted by pb4uski View Post
You need to exclude contributions. The name of the thread is "investment performance", not growth.
Ok, then I am down 4.79%.
__________________

revhappy is offline   Reply With Quote
Old 11-08-2018, 09:20 AM   #703
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 20,873
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
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is offline   Reply With Quote
Old 11-08-2018, 11:05 AM   #704
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 5,003
Quote:
Originally Posted by pb4uski View Post
+1..... but still below the rate of inflation.
Yeah, same here... still behind inflation.
sengsational is offline   Reply With Quote
Old 11-08-2018, 11:50 AM   #705
Thinks s/he gets paid by the post
 
Join Date: Nov 2016
Posts: 2,156
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.
street is offline   Reply With Quote
Old 11-08-2018, 12:50 PM   #706
Recycles dryer sheets
 
Join Date: Jan 2015
Posts: 317
Agreed street. Iím just over even excluding inflation. Oh well, about time for my nap.
__________________
Wisdom starts with wonder
KCGeezer is offline   Reply With Quote
Old 11-08-2018, 09:10 PM   #707
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 5,003
Usually I only check at month-end, but ran the numbers after the market run-up, just to make me feel better.
sengsational is offline   Reply With Quote
Old 11-08-2018, 10:01 PM   #708
Thinks s/he gets paid by the post
Spanky's Avatar
 
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,218
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.
__________________
May we live in peace and harmony and be free from all human sufferings.
Spanky is offline   Reply With Quote
Old 11-13-2018, 03:00 PM   #709
Dryer sheet aficionado
bevette's Avatar
 
Join Date: Jul 2018
Location: Pacific Northwest
Posts: 42
I'm up 1.9% YTD through October. I just started using the Bogleheads personal returns spreadsheet. Love it.
bevette is offline   Reply With Quote
Old 11-13-2018, 03:08 PM   #710
Full time employment: Posting here.
ownyourfuture's Avatar
 
Join Date: Jun 2013
Posts: 754
Fidelity Taxable Account: 1.28%
Fidelity IRA.................: 6.22%
__________________
"No beast so fierce but knows some touch of pity, but I know none, therefore am no beast"
ownyourfuture is offline   Reply With Quote
Old 11-14-2018, 03:41 PM   #711
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 3,783
As of 10-31, up 1.4%
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is offline   Reply With Quote
Old 11-28-2018, 09:19 PM   #712
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 20,873
Back in positive territory. And still whupping VSMGX.... but Wellington is whupping me.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is offline   Reply With Quote
Old 11-28-2018, 10:36 PM   #713
Recycles dryer sheets
 
Join Date: Jul 2018
Posts: 57
I can't wait to calculate my YTD performance. I am waiting for Nov end.
revhappy is offline   Reply With Quote
Old 11-29-2018, 04:19 AM   #714
Thinks s/he gets paid by the post
target2019's Avatar
 
Join Date: Dec 2008
Posts: 4,646
Two more winning days this week would be nice. We'll see.
target2019 is online now   Reply With Quote
Old 11-29-2018, 05:07 AM   #715
Full time employment: Posting here.
 
Join Date: May 2015
Location: Atlanta suburbs
Posts: 632
Quote:
Originally Posted by pb4uski View Post
Back in positive territory. And still whupping VSMGX.... but Wellington is whupping me.
It's worth noting that a 60/40 portfolio is considered a benchmark but Wellington is 65/35 or 2:1 or something like that. During a bull market, a higher equity allocation SHOULD do better than the 60/40.

This does not mean that they couldn't beat the benchmark if they were 60/40; they have highly skilled investment folks leading that fund.
DEC-1982 is offline   Reply With Quote
Old 11-29-2018, 10:53 AM   #716
Thinks s/he gets paid by the post
NYEXPAT's Avatar
 
Join Date: Jul 2009
Location: Miraflores,Peru
Posts: 1,661
Took a "sneak peak" and am slightly off the high for the year!
NYEXPAT is offline   Reply With Quote
Old 11-30-2018, 03:47 AM   #717
Recycles dryer sheets
 
Join Date: Jul 2018
Posts: 57
Closed my books for November. Here is my YTD Networth growth and investment performance. I have added couple of more columns to show salary contribution to YTD networth growth.

All figures in '000 SGD



Pretty happy compared to where I was in October end.
revhappy is offline   Reply With Quote
Old 11-30-2018, 06:48 AM   #718
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
pb4uski's Avatar
 
Join Date: Nov 2010
Location: Vermont & Sarasota, FL
Posts: 20,873
Looks about right. Investment Return Calculator: Measure your Portfolio's Performance
Attached Images
File Type: png Capture.PNG (47.8 KB, 43 views)
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.

Retired Jan 2012 at age 56...60/35/5 AA
pb4uski is offline   Reply With Quote
Old 11-30-2018, 07:02 AM   #719
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
donheff's Avatar
 
Join Date: Feb 2006
Location: Washington, DC
Posts: 9,238
Quote:
Originally Posted by pb4uski View Post
That is right on the money for my spreadsheet cell for YTD Gain/Loss. The difference is that it annualizes the rate based on activity to date. My cell just tells me YTD return today vs EOY. I'm still searching for the right benchmark. I currently use the VG TR2025 return YTD since it is close to my AA. I'm doing better than that.
__________________
Every man is, or hopes to be, an Idler. -- Samuel Johnson
donheff is offline   Reply With Quote
Old 11-30-2018, 07:11 AM   #720
Recycles dryer sheets
 
Join Date: Jul 2018
Posts: 57
Quote:
Originally Posted by pb4uski View Post
Thanks
__________________

revhappy is offline   Reply With Quote
Reply

Tags
2018, ytd


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
2017 YTD investment performance thread robnplunder FIRE and Money 706 01-08-2018 11:26 PM
2016 YTD investment performance thread robnplunder FIRE and Money 864 02-01-2017 08:45 AM
2015 YTD investment performance thread robnplunder FIRE and Money 689 01-21-2016 06:28 AM

» Quick Links

 
All times are GMT -6. The time now is 03:54 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2019, vBulletin Solutions, Inc.