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01-27-2018, 12:18 PM
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#41
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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4.75% YTD
70% equities
30% stable value at ~1.6%
__________________
Retired June 1, 2018
RE AA 65/35
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01-28-2018, 07:51 PM
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#42
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 80
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4.52%
68% stock
23% bonds
9% [emoji383]
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01-28-2018, 09:23 PM
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#43
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Location: Upstate
Posts: 2,948
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+4.9% YTD
68% Stock
32% Fixed/Cash
Not including CD or other interest bearing appreciation or dividends.
Equity portion of portfolio is up 7.1%
Hurt by: Apple (largest non fixed/cash holding, up 1.3%), T (-2.7%). Helped by health care (ABT, ABBV, CAH, EW). Since Apple was up 48.4% in 2017, I can't complain too much about it.
Interestingly enough, I found a post I made on the forum from 2012 where I had commented about being at about 67% equities in April 2007, but I had sold them off to where I was 60% equity in December 2007 (but with a higher $ exposure to equities in December 2007 due to the continuing market rally). So far this year I've been slowly nibbling at my equity exposure, but the market rally has offset (and then some) the amount sold.
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01-29-2018, 05:13 AM
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#44
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,711
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As of Saturday morning when I added everything up, I'm up almost 5.1% so far in 2018. It almost seems unreal...not even one month into the year, and in raw dollars (not percentage or inflation-adjusted), 2018 is already my 7th best year ever!
Now, having said that, I hope I didn't jinx it...
FWIW, I've been seriously investing for 20 years now, so my records go back to 1999. My best years have been 2017, 2013, 2009 (mainly because of the bounceback off the Great Recession), 2012, 2010, and 2016.
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01-29-2018, 08:06 AM
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#45
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Moderator
Join Date: Oct 2010
Posts: 10,656
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I realize we all want to share the good news, but dudes and dudettes, January hasn't ended yet! I won't be running my numbers this month, being away from the computer.
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01-29-2018, 08:10 AM
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#46
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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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Being an active investor, I have to check my portfolio daily. I also keep a diary to log the value of my investable accounts down to the dollar each day.
However, I limit my posts here to once a month. There are only 3 trading days left, and I can wait.
__________________
"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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01-29-2018, 08:23 AM
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#47
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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 NW-Bound
Being an active investor, I have to check my portfolio daily. I also keep a diary to log the value of my investable accounts down to the dollar each day.
However, I limit my posts here to once a month. There are only 3 trading days left, and I can wait.
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I am resisting the urge. >26hrs of trading to go before we report and then me and the fam hop on a Boeing to head to the pacific for some island fun!
Celebrating ole man's retirement. Although I ended up footing the bill for accommodations...and car rental... wait a sec, whose celebrating? He is in 2 comma club, I am on the way.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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01-29-2018, 08:31 AM
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#48
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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Quote:
Originally Posted by sengsational
I realize we all want to share the good news, but dudes and dudettes, January hasn't ended yet!
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It appears that uncontained exuberance is beginning to seep through.
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
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01-29-2018, 12:14 PM
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#49
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2011
Posts: 8,362
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At the start of every year, I input a certain conservative percentage (usually 6% but 7% this year) that I expect/hope the market to do. I then track my weekly progress against that number.
As of today, if the market didn't grow me a single dollar from now until August 17th 2018 I'd still be on track for the year! Of course a lot can still happen in the next 11 months.....
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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01-29-2018, 02:01 PM
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#50
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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 redduck
It appears that uncontained exuberance is beginning to seep through.
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Are you saying it is not yet soaking wet?
My son-in-law told me that he read on reddit that a young guy withdrew his IRA worth $100K to put it all on bitcoin. The guy said that the market only went up 20% last year and he wanted more.
__________________
"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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01-30-2018, 10:16 AM
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#51
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Location: Upstate
Posts: 2,948
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Quote:
Originally Posted by NW-Bound
Are you saying it is not yet soaking wet?
My son-in-law told me that he read on reddit that a young guy withdrew his IRA worth $100K to put it all on bitcoin. The guy said that the market only went up 20% last year and he wanted more.
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Go big or go home I guess.
I'd rather go home (and keep my home).
I for one am relieved to see the market down today.
I wonder what the reaction would be if we had an old school, no big deal, down 5% day. Imagine the news headlines with Dow Jones down 1300 points.
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01-31-2018, 05:51 PM
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#52
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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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YTD: 5.79%. It was close to 8% last Friday, before the big drop.
Stock AA is now 63% compared to 70% at beginning of year. Many covered call options hit, actually got deep in the money, and made the other party very happy for buying my shares below current market values. But I was also OK, for squeezing a bit more money out of the shares instead of selling outright.
What has been doing well: semiconductors, biotech, EM, mining, and industrial stocks.
__________________
"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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01-31-2018, 07:15 PM
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#53
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,264
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Quote:
Originally Posted by street
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Right, enter 12 months
__________________
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
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01-31-2018, 07:17 PM
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#54
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,264
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3.51% YTD 60/35/5 AA
I'm quite happy with that one month result.
__________________
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
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01-31-2018, 07:52 PM
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#55
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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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Up 2.05%. Good January means good year for the stock
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01-31-2018, 08:03 PM
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#56
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Thinks s/he gets paid by the post
Join Date: Oct 2012
Location: Colorado Mountains
Posts: 3,165
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Quote:
Originally Posted by Honeyfill
... I don't believe in market timing but I'm selling about 4% of my portfolio to pay off the car and kitchen remodel. The market just feels too high.
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Err... There maybe a bit of difference between your walk and your talk...
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01-31-2018, 08:11 PM
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#57
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Thinks s/he gets paid by the post
Join Date: Dec 2014
Location: St. Charles
Posts: 3,903
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But isn't re-balancing a form of market timing ?
__________________
If your not living on the edge, you're taking up too much space.
Never slow down, never grow old!
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01-31-2018, 08:21 PM
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#58
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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Yup. If you just left off the market feels too high part.
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01-31-2018, 10:16 PM
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#59
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 7,109
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DD just sold some of her interest in a privately held company (a very small interest in the company itself), paid for her home update.
__________________
Duck bjorn.
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01-31-2018, 10:35 PM
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#60
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Recycles dryer sheets
Join Date: Jan 2014
Posts: 277
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Quote:
Originally Posted by CardsFan
But isn't re-balancing a form of market timing ?
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Yep and it's just another investing 'scheme' like any other. Of course, results will vary[emoji13]
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