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2018 YTD investment performance thread
01-03-2018, 06:02 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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2018 YTD investment performance thread
Wow, what a way to start the 1st two trading days of 2018! I hope this bodes well for the rest of the year.
As before, this thread is about " investment" performance. That is, this thread is more about sharing what investment is working and not working YTD.
See the links below for previous YTD performance threads.
http://www.early-retirement.org/foru...ead-84822.html
2016 YTD investment performance thread
2015 YTD investment performance thread
Good luck to us all!
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01-03-2018, 06:08 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Oct 2014
Posts: 1,537
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I'm up 1.8% so far in 2018.
You asked.
__________________
-Big Dawg-FI since 9/2010. Failed ER in 2015. 2/15/2023=DONE! "Blow that dough"-Robbie
" People say I'm lazy, dreaming my life away Well, they give me all kinds of advice designed to enlighten me When I tell them that I'm doing fine watching shadows on the wall "Don't you miss the big time, boy. You're no longer on the ball" -John Lennon-
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01-03-2018, 06:18 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Oct 2014
Posts: 1,537
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Quote:
Originally Posted by Bigdawg
I'm up 1.8% so far in 2018.
You asked.
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OK, full disclosure: the 1.18%(not 1.8) is only my etrade play account with 28K.
TSP- .32%
401K-.29%
ROTH IRA-.1.34%(2017)
ROTH IRA-.84% (2016)
etrade 1.18%
Pension got a 2% increase for 2018. JOB gave me a 3%.
BUT, Price of gas here went from 2.33 last week to 2.56 this week. Oh well.
__________________
-Big Dawg-FI since 9/2010. Failed ER in 2015. 2/15/2023=DONE! "Blow that dough"-Robbie
" People say I'm lazy, dreaming my life away Well, they give me all kinds of advice designed to enlighten me When I tell them that I'm doing fine watching shadows on the wall "Don't you miss the big time, boy. You're no longer on the ball" -John Lennon-
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01-03-2018, 06:20 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,525
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Quicken says I'm up 108.96% YTD I like it, at this rate it'll be up roughly 22,000% by the end of the year and I'll be able to buy my first bitcoin!
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2018 YTD investment performance thread
01-03-2018, 08:05 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,031
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2018 YTD investment performance thread
Since I seemed to post the highest yield in 2017, I decided to take the torch and start the new 2018 ytd thread. Mods forgive me if one is started.
+1.4% 99% stocks. 10% AAPL.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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01-03-2018, 08:21 PM
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#6
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Moderator
Join Date: Nov 2014
Posts: 9,102
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I'll check back with you quarterly. If I look any more frequently than that, the urge to do that which I shouldn't (market time) gets too strong. We are off to a good start though!
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01-03-2018, 08:41 PM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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I just saw that robnplunder beat you to it. Both threads have the same title!
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-03-2018, 08:54 PM
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#8
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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2.34% in two trading days. Crazy. That's almost as much as what I spent in 2017.
Stock AA up to 73% now. The rest mostly in cash.
PS. Could have been a bit higher, if it were not for options that I wrote as a hedge that reduced the gain.
The market will crash soon, the way it's going.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-03-2018, 09:28 PM
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#9
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Recycles dryer sheets
Join Date: Nov 2017
Posts: 275
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Quote:
Originally Posted by NW-Bound
I just saw that robnplunder beat you to it. Both threads have the same title!
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One year from now there will be 4 threads entitled
"2019 YTD investment performance thread"
One year after that there will be 8 threads entitled
"2020 YTD investment performance thread"
Then 16 threads entitled
"2021 YTD investment performance thread"
Etc.
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01-03-2018, 10:28 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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0.77%.
__________________
May we live in peace and harmony and be free from all human sufferings.
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01-03-2018, 11:04 PM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,012
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Yield? I think you meant return.
__________________
Retired since summer 1999.
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01-04-2018, 01:51 AM
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#12
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,056
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Quote:
Originally Posted by NW-Bound
I just saw that robnplunder beat you to it. Both threads have the same title!
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I merged the threads, doubling the YTD returns for everyone. (at least I think that’s how it works)
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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01-04-2018, 04:52 AM
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#13
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Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
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This is probably my last entry in this thread.
My portfolio is quite boring, mostly Total Stock Market/Total Bond Market, with some money also in HealthCare. Performance usually mirrors a standard 62/38 equity/income split within +/- 0.5%.
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01-04-2018, 05:43 AM
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#14
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2006
Location: Washington, DC
Posts: 11,318
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.768% on a 60/40 AA.
Applying the common bias that what is happening will continue to happen, I plan to cash out at the end of the year after doubling my portfolio. Still tempted to divert half into Bitcoins and reap 1000% but I'm risk averse so I will settle for 100%. Party like it's 1999.
__________________
Idleness is fatal only to the mediocre -- Albert Camus
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01-04-2018, 06:14 AM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,012
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People will keep enthusiastically posting when things inevitably turn around and the numbers go negative, right?
I won’t post until after end of month. Too much work.
__________________
Retired since summer 1999.
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01-04-2018, 05:19 PM
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#16
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,031
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Quote:
Originally Posted by Alan
I merged the threads, doubling the YTD returns for everyone. (at least I think that’s how it works)
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Thank you, almighty. hehehe. While your busy doubling our folio's could you peak at that c-ball and give me the powerball #s for Saturday
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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01-04-2018, 05:21 PM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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Quote:
Originally Posted by ejman
Quicken says I'm up 108.96% YTD I like it, at this rate it'll be up roughly 22,000% by the end of the year and I'll be able to buy my first bitcoin!
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We all know that Quicken annualizes the number unless one gives the date range of 1/1/2018 to 12/31/2018.
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01-04-2018, 10:29 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by audreyh1
People will keep enthusiastically posting when things inevitably turn around and the numbers go negative, right?
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I still remember the painful days of late 2008 when blood was flowing in the street. Posters who caught the falling knife rebalanced were crying murder.
I still remember FIRED, who was FIREDreamer back then, bemoaned that he was simply throwing money down an abyss. Haha bought some stocks, which promptly got decimated causing him to say he had his head handed to him.
I was making posts encouraging people to "Buy, buy, buy", and then it became "buy, buy, buy".
It was a unique period, when people were testing each other on their knowledge of the Great Depression. We also talked about the Dust Bowl. Misery loves company. It was one heck of a time. Many posters quietly disappeared.
And it's not even 10 years.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-04-2018, 11:18 PM
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#19
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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Quote:
Originally Posted by NW-Bound
I still remember the painful days of late 2008 when blood was flowing in the street. Posters who caught the falling knife rebalanced were crying murder.
I still remember FIRED, who was FIREDreamer back then, bemoaned that he was simply throwing money down an abyss. Haha bought some stocks, which promptly got decimated causing him to say he had his head handed to him.
I was making posts encouraging people to "Buy, buy, buy", and then it became "buy, buy, buy".
It was a unique period, when people were testing each other on their knowledge of the Great Depression. We also talked about the Dust Bowl. Misery loves company. It was one heck of a time. Many posters quietly disappeared.
And it's not even 10 years.
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I went through the abyss 3 times in my lifetime. Without the forum's existence or my awareness of its existence, DW took most of my whining, moaning, etc.. She and I can laugh about them now. But it taught me a lesson to have a balanced portfolio.
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01-05-2018, 09:21 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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Quote:
Originally Posted by audreyh1
Yield? I think you meant return.
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No, it is return of .97% as of 1/4/2019.
stock 53.86%
bond 33.20%
cash 12.94%
__________________
May we live in peace and harmony and be free from all human sufferings.
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