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08-31-2019, 09:29 PM
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#441
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,217
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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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09-01-2019, 06:31 AM
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#442
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,712
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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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09-01-2019, 07:20 AM
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#443
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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: 9,687
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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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09-01-2019, 08:04 AM
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#444
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,217
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Quote:
Originally Posted by target2019
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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.
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09-01-2019, 08:18 AM
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#445
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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: 9,687
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Quote:
Originally Posted by jimbee
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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October and December were stinkers in 2018. I'm expecting at least two more stinkers this year.
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09-01-2019, 09:02 AM
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#446
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,712
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Quote:
Originally Posted by jimbee
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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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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09-01-2019, 12:00 PM
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#447
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Moderator
Join Date: Oct 2010
Posts: 10,656
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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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09-01-2019, 12:05 PM
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#448
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Full time employment: Posting here.
Join Date: Jul 2013
Posts: 953
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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!
__________________
Well it's all right, we're heading to the end of the line...
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09-01-2019, 03:56 PM
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#449
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Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,536
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13.5% ytd on 60/35/5. Up over 3% Sept to Aug.
__________________
Wisdom starts with wonder
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09-02-2019, 08:13 AM
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#450
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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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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09-02-2019, 08:37 AM
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#451
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Thinks s/he gets paid by the post
Join Date: Oct 2017
Location: Tellico Village
Posts: 2,607
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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!!
__________________
Retired May 13th(Friday) 2016 at age 61.
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09-03-2019, 07:06 AM
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#452
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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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__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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09-03-2019, 07:15 AM
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#453
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gone traveling
Join Date: Jan 2019
Location: NW Ohio
Posts: 1,156
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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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09-03-2019, 09:41 AM
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#454
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2008
Posts: 5,178
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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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09-03-2019, 02:03 PM
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#455
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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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YTD: +11.37%
AA: About 55/45
__________________
If your not living on the edge, you're taking up too much space.
Never slow down, never grow old!
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09-03-2019, 02:55 PM
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#456
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Full time employment: Posting here.
Join Date: Apr 2019
Posts: 630
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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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09-03-2019, 03:43 PM
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#457
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Recycles dryer sheets
Join Date: Jul 2019
Posts: 129
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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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09-07-2019, 03:26 PM
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#458
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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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On 8-30-19 up 22.7%
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09-07-2019, 03:29 PM
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#459
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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 RobbieB
On 9-30-19 up 22.7%
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Today being 9/7, I will try to remember to check back here on 9/30 to see how well your prediction works out.
__________________
"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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09-07-2019, 04:07 PM
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#460
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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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Oooups, fixed it
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