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08-06-2019, 01:21 PM
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#421
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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: 36,370
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We're getting some of it back today.
__________________
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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08-06-2019, 01:56 PM
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#422
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2013
Location: ATL --> Flyover Country
Posts: 6,649
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I hadn't taken a detailed look until today. YTD is 18.05% which doesn't include whatever today closes at. Total in 2017 was 6.09% so I have been pretty happy. 
I am also happy that I took some off the table last week almost at my high to reallocate (bought some property).
__________________
FIRE'd in 2014 @ 40 Years Old
Professional Retiree
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08-06-2019, 01:59 PM
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#423
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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The YTD personal numbers people post here should be interesting at the end of September (Q3).
__________________
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08-06-2019, 02:18 PM
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#424
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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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It would not surprise me if we have reached the highest for the year already.
Let's hope it will not be a repeat of last year, when we ended up in the red.
__________________
"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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08-06-2019, 03:32 PM
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#425
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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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As of 7-31-19, up 23.2%
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08-20-2019, 06:00 AM
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#426
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,720
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 Quote:
Originally Posted by target2019
June 2019
- +14.21% Total Portfolio Value increase YTD (End of June)
- +10.36% YTD Performance (End of June), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
June was a fantastic month for investing and saving. FYI, off-screen we have two salaries (mine reduced 40% this year), and our monthly spend comes out of that. So it really is a rosy picture.
RLBGX American Funds Balanced R6 is +11.09% YTD according to M*. I hold that 50/50 fund in one of my 401k accounts, and it looks like a good barometer (or proxy) for overall performance of our AA.
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July 2019
- +15.27% Total Portfolio Value increase YTD (End of June)
- +10.00% estimated YTD Performance (End of July), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
July was such a long time ago! Got busy and did not record the YTD performance. I'll call it 10% and move on.
I've noticed this thread has become less fun, and fewer posts...
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08-30-2019, 07:28 PM
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#427
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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 robnplunder
Up 9.54% through July despite today's (7/31) market drop.
S&P 500 is up about ~19% YTD and I don't think it will end that high come 12/31/2019. Call it a hunch.  |
Up 8.9%. Did some day trading this month to make up for the relatively stagnant market.
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08-30-2019, 07:54 PM
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#428
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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As of August 30th
13.1% ytd
7.0% over last 12 month
__________________
Retired June 1, 2018
RE AA 65/35
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08-31-2019, 06:23 AM
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#429
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,520
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After 8 innings up 11%. I will take that with a smile.
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08-31-2019, 06:33 AM
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#430
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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: 36,370
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Quote:
Originally Posted by street
after 8 innings up 11%. I will take that with a smile.
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+1 Given how dismal the news on the stock market over the past month I was pleasantly surprised that the impact on YTD return was pretty insignificant.
| 1/31/2019 | 5.10% | | 2/28/2019 | 7.02% | | 3/31/2019 | 8.08% | | 4/30/2019 | 10.56% | | 5/31/2019 | 6.83% | | 6/30/2019 | 11.34% | | 7/31/2019 | 11.96% | | 8/30/2019 | 10.91% |
__________________
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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08-31-2019, 06:38 AM
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#431
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,520
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^ it is pretty amazing to me also, that we are as well off as we are, like you mentioned. Been very interesting year so far. LOL
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08-31-2019, 07:27 AM
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#432
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Full time employment: Posting here.
Join Date: Feb 2017
Location: Severn
Posts: 947
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YTD 12.9% 90/10 AA
One year -4.76%
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08-31-2019, 07:32 AM
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#433
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,720
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Quote:
Originally Posted by target2019
July 2019
- +15.27% Total Portfolio Value increase YTD (End of June)
- +10.00% estimated YTD Performance (End of July), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
July was such a long time ago! Got busy and did not record the YTD performance. I'll call it 10% and move on.
I've noticed this thread has become less fun, and fewer posts...
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August 2019- +14.30% Total Portfolio Value increase YTD (Aug-2019)
- +09.47% Estimated YTD Performance (Aug-2019), total pie weighted
- 50-45-05 (Stk-Bnd-Csh) Target AA
Two benchmarks for managed 50/50 portfolio: - 50/50 Wellington/Wellesley 13.825%
- 50/50 American Funds American Balanced Fund 11.74%
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08-31-2019, 08:13 AM
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#434
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,660
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Me: 14.6%
VWENX: 14.6%
VTSAX: 17.99%
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08-31-2019, 08:19 AM
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#435
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Full time employment: Posting here.
Join Date: Feb 2011
Location: chicago
Posts: 541
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As of 9/1/2019 net worth up about 8.7% from 1/1/2019.
Had child wedding expenses and Roth conversion taxes paid during this but new income savings also.
Expect similar expenditures, a different wedding and contributions this coming year 2020 also.
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08-31-2019, 12:35 PM
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#436
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
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1/31 +10% YTD Over half recovered from my terrible Nov/Dec '18
2/28 +14.57% and almost back to my 52 week high.just another ~4.5% to break the 52 week high
3/31 +16.75% and I was beating all three major indexes...
4/30 +21% 52week high, net worth at record highs, liabilities at all time lows...blessed.
5/31 +13.27% nice little 7% tariff haircut. Oh, I know it was priced in eh?
6/28 +21.46% regaining my 52 week high from back in April I'll take an 8% month .
7/31 +25% as you can see, growth has slowed first 3 months provided 65% of my YTD
8/31 +22.5% backpedaled a bit. Up double digits yeqr over year. Happy Labor day y'all blowin the dough at a 5 star with the family
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08-31-2019, 03:09 PM
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#437
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Administrator
Join Date: Apr 2006
Posts: 23,038
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+11.6%
__________________
Living an analog life in the Digital Age.
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08-31-2019, 08:40 PM
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#438
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2012
Posts: 6,180
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Investments up 8.8% through the end of August. Still well ahead of my SWR, so I am happy with that. Cash + investments up 5.3%, market gains still well ahead of our living expenditures.
__________________
FIREd date: June 26, 2018 - "This Happy Feeling, Going Round and Round!" (GQ)
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08-31-2019, 09:09 PM
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#439
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Thinks s/he gets paid by the post
Join Date: Dec 2017
Posts: 2,554
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+26.4%, but 9% of that is a single ESOP stock...17.1% without the stock
__________________
Balance in everything.
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08-31-2019, 09:21 PM
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#440
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Recycles dryer sheets
Join Date: Jan 2012
Posts: 442
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+11.60% as of August 30, 2019
Asset Allocation : 69/28/3 (Stock/Bond/Cash)
Pleasantly surprised to see how the portfolio recovered in the latter half of August.
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