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Old 08-31-2019, 09:29 PM   #441
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+13.7% on 8-30-2019, Nominal AA of 50/50. Even VBTLX has been on a tear this year at +9.33% YTD.
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Old 09-01-2019, 06:31 AM   #442
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Time for my monthly check in. Here's my results, so far this year...

1/31/19: +7.94%
2/28/19: +11.4%
3/31/19: +12.8%
4/30/19: +15.6%
5/31/19: +10.4%
6/28/19: +15.9%
7/31/19: +17.8%
8/31/19: +17.4%

And, as before, that's rate of return, rather than just how much my net worth has changed, since that would be thrown off by additional investments.

Anyway, August was looking like a rocky month for a bit, but thankfully, mostly recovered. I think I bounced around between +15% and +19% for the year, so while it could have been better, it could have been a helluva lot worse!
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Old 09-01-2019, 07:20 AM   #443
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Paul B. Farrell's Lazy Portfolios
https://www.marketwatch.com/lazyportfolio

One year return of various lazy portfolios is lagging our YTD results reported here!
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Old 09-01-2019, 08:04 AM   #444
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Quote:
Originally Posted by target2019 View Post
Paul B. Farrell's Lazy Portfolios
https://www.marketwatch.com/lazyportfolio

One year return of various lazy portfolios is lagging our YTD results reported here!
I suspect those one year returns include the big drop from late last year. My YTD number is much better than my 12 month number.
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Old 09-01-2019, 08:18 AM   #445
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I suspect those one year returns include the big drop from late last year. My YTD number is much better than my 12 month number.
October and December were stinkers in 2018. I'm expecting at least two more stinkers this year.
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Old 09-01-2019, 09:02 AM   #446
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I suspect those one year returns include the big drop from late last year. My YTD number is much better than my 12 month number.
Yep, definitely. While I'm up around 17.4% YTD, if I look at the 12 month totals, I'm only up around 2%, versus 8/31/18. I went slightly higher by the end of September, but not very much. By Christmas Eve, I had gotten knocked down about 16-17%, and finished the year down about 13%, from that Aug/Sep high.
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Old 09-01-2019, 12:00 PM   #447
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+11.3%, all-in. Nice window dressing, as earlier in the month is was a couple of points lower.
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Old 09-01-2019, 12:05 PM   #448
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14.9% YTD. Close to flat from one year ago. Or 18 months ago. Or 6 months ago. This volatility should create lots of opportunities for the traders that are smarter than I am!
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Old 09-01-2019, 03:56 PM   #449
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13.5% ytd on 60/35/5. Up over 3% Sept to Aug.
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Old 09-02-2019, 08:13 AM   #450
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YTD (August 30, 2019) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com and Vanguard.com):

12.34% VSMGX Vg LifeStrategy Moderate Growth (60/40)
14.64% VBIAX Vg Balanced Index (60/40), no foreign
10.27% DGSIX DFA Global 60/40 I, small-cap & value tilted
12.46% VTTVX Vg Target Retirement 2025 (62/38)

11.67% VTWNX Vg Target Retirement 2020 (53/47)*
14.63% VWENX Vg Wellington (67/33)*

Some others
01.59% VMMXX Vg Prime Money Market
09.32% VBTLX Vg Total US Bond Index
05.98% VSCSX Vg Short-term corporate bond index
17.99% VTSAX Vg Total US Stock Market
08.51% VTIAX Vg Total Int'l Stock Market
25.78% VGSLX Vg REIT Index
10.20% VSIAX Vg Small Cap Value Index
21.75% MTUM IShares USA Momentum Factor ETF

*These 2 funds VTWNX and VWENX are outliers because they are not that close to a 60/40 asset allocation this year.

The August 30 numbers should be the same as the August 31 numbers because it's a weekend.

Though the balanced funds are about where they stood the past 2 months, the underlying asset classes had some action: Bond funds are up, international are down, REITs are up, US small-caps are down.
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Old 09-02-2019, 08:37 AM   #451
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Through August 31st, 11.95% with 50/50 allocation(20% foreign equities) Rebalanced in July from 54/46 and it is now 49/51. Good year for bonds so far, but who knows what comes next!!
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Old 09-03-2019, 07:06 AM   #452
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I suspect those one year returns include the big drop from late last year. My YTD number is much better than my 12 month number.
Mine as well, still up double digits year over year, though barely.

Will the bear's come out before winter?
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Old 09-03-2019, 07:15 AM   #453
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Currently at 23.59% YTD with 100% equities, which is quite a bit higher than my rolling yearly total. As said earlier, 4Q 2018 was rough on everyone. My 401K is only $5000 off of it's all time high (6-2019), which amazes me from the rocky road over the last month or two !
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Old 09-03-2019, 09:41 AM   #454
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I mean, it still looks good if we're just looking at YTD (as the title of this thread specifies), and I don't mean to sound like a downer, but if we look at the 1 yr chart instead, it's not very rosy IMO

I guess my glass is half empty.
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Old 09-03-2019, 02:03 PM   #455
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Old 09-03-2019, 02:55 PM   #456
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I'm up +16.8% YTD. However, I'm only up 1.3% from 12 months ago. The YTD picture is much more fun to look at... Though it requires ignoring the end of 2018.
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Old 09-03-2019, 03:43 PM   #457
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YTD 14.82%

this year.png

1 Year .53%

1 year.png

AA
US Stock 60%
Int Stock 27
Bonds 8%

That one year is definitely not as fun to look at.
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Old 09-07-2019, 03:26 PM   #458
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On 8-30-19 up 22.7%
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Old 09-07-2019, 03:29 PM   #459
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On 9-30-19 up 22.7%
Today being 9/7, I will try to remember to check back here on 9/30 to see how well your prediction works out.
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Old 09-07-2019, 04:07 PM   #460
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Oooups, fixed it
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