2018 YTD investment performance thread

[Alan]

As of this morning XIRR -1.26%, AA of 48/47/5

 

[street]

Up 1.60% ytd.

 

[Ed B]

I am up 2.58% year to date.

 

[skipro33]

I'm down .4% at the end of February for the year with 40% equity index funds, 20% international, 35% bond and 5% cash.

 

[Tallman4123]

Down .07% YTD with 55/40/5 AA. I'll consider it a wash and a win.

 

[jjflyman]

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

 

[tmm99]

-1.16%. It could have been worse, I guess...

 

[Mr._Graybeard]

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.

 

[hesperus]

down 1.4% as of last day of Feb

 

[vince]

02/28/18 -.62% ....49/39/12

 

[COcheesehead]

+ .7% with a 40/45/15 AA

 

[pb4uski]

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.

 

[tmm99]

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%)

 

[copyright1997reloaded]

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.

 

[pb4uski]

Nah... even after today I should still be positive... albeit less positive.

 

[Rickt]

+0.57% YTD as of February, 2018.

Will go negative on March 1, 2018 looks like.

 

[Islandtraveler]

Ha ha, after today most of us will be negative.

Not me. I only check it when it goes up!!

 

[GoodWishes]

Not me. I only check it when it goes up!!

Same here

 

[Just_Steve]

401k up 0.19% ytd
457b down 0.10 ytd <and this one is the conservative one.

 

[pb4uski]

Nah... even after today I should still be positive... albeit less positive.

Yup... declined from 0.86% YTD to 0.26%.

 

[Jeffman52]

401K is still up 2.65% YTD. It's bounced between 6.5% to 2.65%

 

[NW-Bound]

End of Jan: 5.79%. End of Feb: 2.06%.

I forgot to log in to the accounts at Treasury Direct to see the interest paid the last 2 months. These and another small 401k account are not accessible to Quicken for auto download.

With the correction, the numbers are 5.83% and 2.14%. Small differences, you said?

Yeah, but when the going gets tough and one has to live on 2.5% WR, every fraction of a % counts, I am telling ya.

 

[wmc1000]

-2.7% YTD as of close of business 2/28/18

 

[exnavynuke]

S&P down almost 8% from the January high.. which works well for me since I'm on the road making extra money to buy stocks while they're on sale

 

[Brat]

There goes break-even so far this year. Ugg Thanks to ...