RetireAge50
Thinks s/he gets paid by the post
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- Aug 6, 2013
- Messages
- 1,660
YTD return 21.4% currently 69% stocks.
2019 YTD Investment Performance Thread
- Thread starter robnplunder
- Start date
jimbee
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- Oct 11, 2010
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- 1,227
17.37% on 50/48/2 YTD.
- Joined
- Oct 13, 2010
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- 10,735
15.8%, all-in YTD, with allocation Target: 67/30/3.
Normally, I just take the previous liquid net worth (investment account balances plus bank balances) and current liquid net worth, adjust for spending, money chimp style, and have my overall rate that I put here. But I'm going to have to update my spreadsheet to manage windfall income. Not a bad problem to have (money appearing), but since it's never happened before, this spreadsheet that I use, which tracks total liquid net worth along with the YTD return % is going to need a bit of work. I guess just a "windfall $ since last time" column, and appropriate alterations in the formula. Just thinking out loud.
As others, I'm very pleased with the performance this year, and although I'm not hitting triggers, I'll probably rebalance when I invest the windfall, taking some money off the table.
Normally, I just take the previous liquid net worth (investment account balances plus bank balances) and current liquid net worth, adjust for spending, money chimp style, and have my overall rate that I put here. But I'm going to have to update my spreadsheet to manage windfall income. Not a bad problem to have (money appearing), but since it's never happened before, this spreadsheet that I use, which tracks total liquid net worth along with the YTD return % is going to need a bit of work. I guess just a "windfall $ since last time" column, and appropriate alterations in the formula. Just thinking out loud.
As others, I'm very pleased with the performance this year, and although I'm not hitting triggers, I'll probably rebalance when I invest the windfall, taking some money off the table.
Golden sunsets
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- Jun 3, 2013
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- 2,524
Ytd 14.74%.
Aa: 52/46/2
Will rebalance in January.
Aa: 52/46/2
Will rebalance in January.
CardsFan
Thinks s/he gets paid by the post
YTD: 15.32% All in. Adjusted for spending.
AA: 55/45
AA: 55/45
audreyh1
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Just delighted to be up over 20%, and we have already started rebalancing.
NW-Bound
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- Jul 3, 2008
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- 35,712
Eh, I thought you normally do this in January. You also said your husband already cashed out a bunch of Apple stock.
Are you doing DMT now?
tsoispf
Dryer sheet aficionado
- Joined
- Jan 3, 2014
- Messages
- 40
Ytd 14.76%.
Aa: 60/40 Equities/Bonds
Age: 55 (retired this year)
Aa: 60/40 Equities/Bonds
Age: 55 (retired this year)
audreyh1
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
My husband does his own thing in his IRA.Eh, I thought you normally do this in January. You also said your husband already cashed out a bunch of Apple stock.
Are you doing DMT now?
I do normally rebalance in Jan, but due to tax considerations, I’m pulling some of the rebalancing into this year. I’ve already passed the IRMAA threshold I thought I might stay under, so I have room to recognize more 2019 income without it getting worse. I have a lot of rebalancing to do. Some of the funds I want to trim before their ex-div date.
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jimbee
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- Oct 11, 2010
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- 1,227
18.79% YTD on 50/50.
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 year over year. Happy Labor day y'all blowin the dough at a 5 star with the family
9/30 +23% took a bath in Slack WORK
10/31 +27.75% portfolio at all time highs (I own AAPL), debt at all time lows. Bull runs on
11/29 +34.25% anytime I can get 6.5% in 28 days I am happy
looks like someone is finally beating me nice work
12/31 +37.75% for 2019..100% stock and divvies. Happy New Year y'all! 2nd best year during this 10 year cycle with only 2015s 40% beating this year.
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 year over year. Happy Labor day y'all blowin the dough at a 5 star with the family
9/30 +23% took a bath in Slack WORK
10/31 +27.75% portfolio at all time highs (I own AAPL), debt at all time lows. Bull runs on
11/29 +34.25% anytime I can get 6.5% in 28 days I am happy
looks like someone is finally beating me nice work12/31 +37.75% for 2019..100% stock and divvies. Happy New Year y'all! 2nd best year during this 10 year cycle with only 2015s 40% beating this year.
NW-Bound
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
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All my numbers are in, so I can close out this year of 2019 now.
My return is 27.62%, with withdrawals compensated for using moneychimp method.
The stock AA is 57% currently. At the beginning of the year, I was at 76% stock.
I could have had a higher return of a couple % more, but had many covered call options exercised in Nov, and I sold mucho beloved shares below their market prices. Oh well, I said I wanted to reduce stock AA, and that worked. I just regretted not setting the prices a bit higher. Left quite a bit of money on the table.
My return is 27.62%, with withdrawals compensated for using moneychimp method.
The stock AA is 57% currently. At the beginning of the year, I was at 76% stock.
I could have had a higher return of a couple % more, but had many covered call options exercised in Nov, and I sold mucho beloved shares below their market prices. Oh well, I said I wanted to reduce stock AA, and that worked. I just regretted not setting the prices a bit higher. Left quite a bit of money on the table.
Ed B
Recycles dryer sheets
12/31: 22.78%
60/35/5
60/35/5
OP
OP
robnplunder
Thinks s/he gets paid by the post
Ending the year with gain of 15.24%, a successful year. On to 2020!
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- Joined
- Apr 14, 2006
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- 23,059
+20.0% as of cob 12/31/19
AA: ~60/40
AA: ~60/40
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CyclingInvestor
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+54.7% IRR (thanks to BEP and BIP)
100% stocks (99% tIRA, 1% Roth)
100% stocks (99% tIRA, 1% Roth)
street
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- Nov 30, 2016
- Messages
- 9,539
Plus 20% for the year end.
15.3% at year end. Best I’ve seen since 2003.
Andre1969
Thinks s/he gets paid by the post
I just totaled up my 2019 numbers, and all I gotta say is DAY-UM!!
Here's the results, by month-end...
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%
9/30/19: +18.9%
10/31/19: +20.0%
11/30/19: +23.9%
12/31/19: +27.1%
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 or withdrawals.
Percentage-wise, this is the best year since I had since 2009, when I had a return of around 44.7%. Dollar-wise, it's my best year ever, seeing a rise of $416K. It's amazing, what the power of compounding can do. I finished out the year of 2007 with investible assets of around $416K. Yet here I "made" that, in just one year!
Here's the results, by month-end...
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%
9/30/19: +18.9%
10/31/19: +20.0%
11/30/19: +23.9%
12/31/19: +27.1%
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 or withdrawals.
Percentage-wise, this is the best year since I had since 2009, when I had a return of around 44.7%. Dollar-wise, it's my best year ever, seeing a rise of $416K. It's amazing, what the power of compounding can do. I finished out the year of 2007 with investible assets of around $416K. Yet here I "made" that, in just one year!
pb4uski
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
18.04%..... Best year in recent memory for sure, but behind VSMGX benchmark return of 19.37%. I suspect the underperformance is due to interest rate gains on the bond side of VSMGX whereas most of my fixed income is in CDs so I have less interest rate risk.
Started out the year at ~60/35/5. Built a income-focused preferred stock portfolio in the first few months of the year... moved out of bonds and into high-yield (3.0-3.5%) credit union CDs in the late spring, summer and early fall... decided to get rid of cash allocation and used that 1.7% money (down from 2% at the beginning of the year) to pay off our 3.375% mortgage on the last day of the year.
Ended the year at 57/42/1... increase in bonds due to credit union CD purchases and decrease in cash due to mortgage payoff... plan is to let AA drift back up to 65/35/0 over time.
Despite withdrawals for spending and mortgage payoff, the portfolio is 8.5% higher then the beginning of the year.
Started out the year at ~60/35/5. Built a income-focused preferred stock portfolio in the first few months of the year... moved out of bonds and into high-yield (3.0-3.5%) credit union CDs in the late spring, summer and early fall... decided to get rid of cash allocation and used that 1.7% money (down from 2% at the beginning of the year) to pay off our 3.375% mortgage on the last day of the year.
Ended the year at 57/42/1... increase in bonds due to credit union CD purchases and decrease in cash due to mortgage payoff... plan is to let AA drift back up to 65/35/0 over time.
Despite withdrawals for spending and mortgage payoff, the portfolio is 8.5% higher then the beginning of the year.
| 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% |
| 8/31/2019 | 11.00% |
| 9/30/2019 | 12.43% |
| 10/31/2019 | 14.01% |
| 11/30/2019 | 15.97% |
| 12/31/2019 | 18.04% |
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