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Old 03-22-2018, 06:52 PM   #161
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No desire to look at this point. I will check in on April Fool's day.
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About the midpoint of the responses..
Old 03-22-2018, 08:02 PM   #162
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About the midpoint of the responses..

0.5% for the 401K as of end February.
Breakeven for the whole portfolio which is overweight in Megacorp stock & that is down.

But since I expected it to crash, I'm reasonably happy.
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Old 03-29-2018, 04:00 PM   #163
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1st Quarter 2018.
+1.85%
Current allocation = 1%/0%/99%
Maximum stock allocation during quarter 30%
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Old 03-29-2018, 04:31 PM   #164
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No more trading days left in the quarter due to Good Friday.
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Old 03-29-2018, 04:44 PM   #165
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1st Quarter 2018.
+1.85%
Current allocation = 1%/0%/99%
Maximum stock allocation during quarter 30%

+.36% Q1 99%/0%/1%

Max cash during quarter 2%.

And a fun ride along the way I might add.
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FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 03-29-2018, 04:47 PM   #166
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2018 ytd -2.133%
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Old 03-29-2018, 05:09 PM   #167
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On market close of 2/28, YTD result is 2.06%.

Just two days ago, it was a lot higher at 4.7%. I "lost" one year of living expenses in two trading days. Isn't volatility wonderful?
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Hey you are on pace for 12% yearly....
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Originally Posted by NW-Bound View Post
Or one can look at it this way.

End of Jan: 5.79%. End of Feb: 2.06%. That's -3.73%/month.

10 more months in the year. So, -37.3% left to go?
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Glass half full... Your options strategies will prevail.
My option trading helps, but does not help enough.

End of March: 0.63% YTD. That's -1.43%/month for the month of March.

Hey, look at the silver lining. I was down worse for Feb at -3.73%/month. It's improving!

PS. Currently 68% equity, 3% bond, 29% cash.
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Old 03-29-2018, 05:09 PM   #168
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Vanguard - .61
Fundx +2.29
Bonds -.88

Blended rate: +.56 (I feel like I earned it)
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Old 03-29-2018, 05:48 PM   #169
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Total nestegg (50/45/5) 1st Qtr 2018 status:
Down 1.75% from 2017 EOY


That said, spending the distributions from taxable accounts and a bit of my cash "stash" accounted for about 0.5% of that. I can't take it with me


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Old 03-29-2018, 05:53 PM   #170
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No more trading days left in the quarter due to Good Friday.
Isn't that good? No more trading, no more losses.
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Old 03-29-2018, 06:45 PM   #171
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YTD (March 29, 2018) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

-0.59% VSMGX Vg LifeStrategy Moderate Growth (60/40)
-0.57% VTWNX Vg Target Retirement 2020 (55/45)
-0.91% VBIAX Vg Balanced Index (60/40), no foreign
-0.69% DGSIX DFA Global 60/40 I, small-cap & value tilted
-1.88% VWENX Vg Wellington (66/34)
-0.59% VTTVX Vg Target Retirement 2025 (63/37)
-0.19% VGSTX Vg STAR (63/37)

Some notable YTD losers
-2.44% VWIAX Vg Wellesley (38/62)
-1.49% VBTLX Vg Total US Bond Index
-0.60% VTSAX Vg Total US Stock Market
-0.46% VTIAX Vg Total Int'l Stock Market
-8.11% VGSLX Vg REIT Index
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Old 03-29-2018, 06:56 PM   #172
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My option trading helps, but does not help enough.

End of March: 0.63% YTD. That's -1.43%/month for the month of March.

Hey, look at the silver lining. I was down worse for Feb at -3.73%/month. It's improving!

PS. Currently 68% equity, 3% bond, 29% cash.
Okay, not that it's linear, but most 68% Equity related portfolios would be down YTD.
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Old 03-29-2018, 08:14 PM   #173
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-0.40% YTD, not including interest/dividends on fixed income investments. Asset allocation approximately 64.5% equities, 1% other (precious metals), 34.5% fixed. This is a bit of a guess as I sold some equities today along with longer term bond funds, so I am guessing at the asset allocation.
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Old 03-29-2018, 08:51 PM   #174
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-1.44% YTD heavy weight in wells funds pulled down the basket, but S&P net is down -1.23% YTD (by my metric no dividends)

It would have been worse except I re balanced out of wells funds into some indexed equity funds the end of last week which helped, and should help more going forward. I am slowly moving toward the Paul Merriman https://paulmerriman.com/the-ultimat...strategy-2018/ which I have been tracking for over 1 year and seems to do better than my former portfolio over the longer term.
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Old 03-29-2018, 09:01 PM   #175
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0.09% YTD.

Given that my benchmark VSMGX was -0.59%, I should feel pretty good... but I don't.
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Old 03-30-2018, 06:03 AM   #176
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YTD +.45%

The DOW numbers from Jan. 1st to March 30th 2018 are down about 600 points. So with a positive number on my investments I feel very good.
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Q1 2018 investment returns
Old 03-30-2018, 08:56 AM   #177
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Q1 2018 investment returns

Time weighted return, including dividends, brokerage fees and margin interest.

And excluding any withdrawals or deposits to principal.

Q1 return was 5.1% compared to a -1.0% return for the S&P 500 benchmark.


So I handily beat the market, albeit with a high level of volatility over the quarter. I must admit it was emotionally a roller coast ride, some days I felt like a complete idiot, other days like the King Kong of Wall Street.


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Old 03-30-2018, 09:00 AM   #178
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Time weighted return, including dividends, brokerage fees and margin interest.

And excluding any withdrawals or deposits to principal.

Q1 return was 5.1% compared to a -1.0% return for the S&P 500 benchmark.


So I handily beat the market, albeit with a high level of volatility over the quarter. I must admit it was emotionally a roller coast ride, some days I felt like a complete idiot, other days like the King Kong of Wall Street.


Attachment 28159
WADR, if deposits or withdrawals are significant, then the returns are useless... like if you added $10k to a $1 million portfolio in early January then that 5.1% is more like 4.1%... and vice versa if you had significant withdrawals.
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Old 03-30-2018, 09:09 AM   #179
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WADR, if deposits or withdrawals are significant, then the returns are useless... like if you added $10k to a $1 million portfolio in early January then that 5.1% is more like 4.1%... and vice versa if you had significant withdrawals.


Time weighted return is a very standard method of benchmarking investment performance and yes it specifically excludes withdrawals and deposits to the principal.

And since we are talking here about ‘investment performance’ and not ‘how big is my brokerage account’ , it is appropriate to use time weighted return.

The ‘how big is my brokerage account’ discussion would be another thread entirely.
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Old 03-30-2018, 09:17 AM   #180
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Can you give me an example of how this "time weighted return" is calculated?

For example, if on Jan 1 the portfolio is $1 million and on Feb 1 $50k is added and on March 1 $5k is withdrawn and at Mar 31, the balance is $1,075k... what is the time-weighted return? (The XIRR is 12.49%).
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