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Old 03-01-2018, 02:17 AM   #121
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Originally Posted by NW-Bound View Post
Given that total bond (VBTLX) is down -2.10%, and S&P is up +1.81%, a 60/40 mix of the two should give a YTD return of 0.25%.

By the way, BND (Vanguard Total Bond ETF) is down -2.26%, including the dividend on 2/1/18. There's a small mistrack compared to VBTLX above.
Down 14 bps, which should make sense on a 50/50 portfolio.
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Old 03-01-2018, 05:03 AM   #122
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+0.06%. Whee?
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Old 03-01-2018, 05:21 AM   #123
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Blended rate up 2.23% 80/20 I feel like a financial wizard .
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Old 03-01-2018, 06:02 AM   #124
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When you do not index, anything is possible, outsize gains as well as huge losses.

If you look through the thread, earlier a poster did perhaps 100% Boeing. It's 22% up YTD. And that's on top of huge gain of near 90% last year.

Darn, if I doubled my money like that, I would head to Seattle to buy meself that waterfront home I wanted all my life.

I am a lot more diversified, but with a bit of overweight in semiconductors. And I worked hard in looking for opportunities to write covered call options, as well as buying the dip earlier in Feb. All that work to get meself 2.06% YTD. Yes, I am running a bit more than 70% stock right now.

Compared to negative numbers, my 2.06% YTD is not too shabby. The problem is I may give it all up tomorrow too.

Is the market an interesting game or not? I think it's more like a chess game than Las Vegas.
Ding ding ding. (+1). In my case I have about 30% of my assets in individual securities, which causes me to overweight certain sectors. Looking at my industry pivot, I was helped by Financials (+4.6%, some holdings: JPM, BAC, C, KBE, BCS), Technology (+5.7%, some holdings: AAPL, ADI, MSFT, CY, ...), Medical(+3.0%, some holdings: ABBV, ABT, EW, CAH, IBB,...). About 10% of my assets are in technology holdings in addition to those provided by broad market indexes (e.g. VTI), and about 6% overweight in Medical. I've been overweight in these areas for quite a while. I am also slightly overweight non USA holdings, with 74% of my non fixed holdings being USA based funds/companies.

As you say, this also elevates the downside risk profile, but interestingly enough I typically have a smaller beta on a daily basis due to having considerable cash/low duration fixed holdings.

Yes, the market is a very interesting game. One that I like to play.
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Old 03-01-2018, 07:06 AM   #125
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looks like 2.25% after all the accounts trued up. Not as good as the +7 I had earlier this month, but I'll ride the tide!
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Old 03-01-2018, 07:17 AM   #126
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Old 03-01-2018, 07:43 AM   #127
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Up 1.60% ytd.
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Old 03-01-2018, 08:17 AM   #128
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I am up 2.58% year to date.
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Old 03-01-2018, 08:36 AM   #129
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I'm down .4% at the end of February for the year with 40% equity index funds, 20% international, 35% bond and 5% cash.
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Old 03-01-2018, 08:44 AM   #130
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Down .07% YTD with 55/40/5 AA. I'll consider it a wash and a win.
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Old 03-01-2018, 08:59 AM   #131
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This may sound too conservative to many, but I'm only about 5% equities, the rest (aprox 1M) is in laddered cd's that throw off just over 2K a month in dividends. Add that that my SS, spouse SS and small pension,(when we start collecting all this in 3 years) and I sleep well at night not worrying about the next market crash. IMO, equities will not perform very well this year with a possible 4 interest rate hikes.
After 35 years in the market, I no longer wish to gamble my savings. We plan on ER in 2019
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Old 03-01-2018, 09:31 AM   #132
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-1.16%. It could have been worse, I guess...
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Old 03-01-2018, 09:41 AM   #133
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YTD (February 28, 2018) ...

Some notable YTD losers
-1.68% VWIAX Vg Wellesley (38/62)
-2.10% VBTLX Vg Total US Bond Index
-2.86% VSIAX Vg Small-cap value index
-11.5% VGSLX Vg REIT Index

Interesting. Total bond is down 2.1% while PIMIX is off 0.72%, according to Morningstar.
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Old 03-01-2018, 10:14 AM   #134
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down 1.4% as of last day of Feb
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Old 03-01-2018, 10:19 AM   #135
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02/28/18 -.62% ....49/39/12
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Old 03-01-2018, 10:56 AM   #136
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+ .7% with a 40/45/15 AA
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Old 03-01-2018, 01:04 PM   #137
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I was a bit depressed at my +0.86% YTD through the end of February (compared to +3.53% through the end of January) until I started looking at other responses and the benchmarks.... I feel better now.
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Old 03-01-2018, 01:11 PM   #138
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I was a bit depressed at my +0.86% YTD through the end of February (compared to +3.53% through the end of January) until I started looking at other responses and the benchmarks.... I feel better now.


Well, you're welcome! (I'm one of the people who made you feel better. -1.16%)
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Old 03-01-2018, 01:13 PM   #139
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I was a bit depressed at my +0.86% YTD through the end of February (compared to +3.53% through the end of January) until I started looking at other responses and the benchmarks.... I feel better now.
Ha ha, after today most of us will be negative.

p.s. It's only money.
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Old 03-01-2018, 01:18 PM   #140
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Nah... even after today I should still be positive... albeit less positive.
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