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Old 01-27-2018, 12:18 PM   #41
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Old 01-28-2018, 07:51 PM   #42
Recycles dryer sheets
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Old 01-28-2018, 09:23 PM   #43
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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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Old 01-29-2018, 05:13 AM   #44
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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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Old 01-29-2018, 08:06 AM   #45
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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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Old 01-29-2018, 08:10 AM   #46
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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.
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Old 01-29-2018, 08:23 AM   #47
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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.
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.
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Old 01-29-2018, 08:31 AM   #48
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I realize we all want to share the good news, but dudes and dudettes, January hasn't ended yet!
It appears that uncontained exuberance is beginning to seep through.
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Old 01-29-2018, 12:14 PM   #49
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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.....
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Old 01-29-2018, 02:01 PM   #50
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It appears that uncontained exuberance is beginning to seep through.
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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Old 01-30-2018, 10:16 AM   #51
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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.
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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Old 01-31-2018, 05:51 PM   #52
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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.
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Old 01-31-2018, 07:15 PM   #53
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Help me understand how you get your YTD percent. If I use this calculator and enter 1 month I see a large percentage for YTD.
Investment Return Calculator: Measure your Portfolio's Performance

So the proper way would be enter 12 month's right?
Right, enter 12 months
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Old 01-31-2018, 07:17 PM   #54
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I'm quite happy with that one month result.
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Old 01-31-2018, 07:52 PM   #55
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Up 2.05%. Good January means good year for the stock
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Old 01-31-2018, 08:03 PM   #56
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... 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.
Err... There maybe a bit of difference between your walk and your talk...
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Old 01-31-2018, 08:11 PM   #57
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Err... There maybe a bit of difference between your walk and your talk...
But isn't re-balancing a form of market timing?
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Old 01-31-2018, 08:21 PM   #58
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Yup. If you just left off the market feels too high part.
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Old 01-31-2018, 10:16 PM   #59
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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.
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Old 01-31-2018, 10:35 PM   #60
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But isn't re-balancing a form of market timing?
Yep and it's just another investing 'scheme' like any other. Of course, results will vary[emoji13]
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