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Old 09-07-2019, 04:16 PM   #461
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Just teasing.

A belated congrat on a heck of a YTD return. Did you say you are 100% in stock or so? Still impressive, because the S&P is up "only" around 20% YTD.
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Old 09-07-2019, 04:43 PM   #462
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Yeah that's just my Merrill Lynch stock pickers. They have all the equities.

I have my CA muni bonds with Morgan Stanley and Fidelity. They just stay the same and generate tax free cash. They actually made some dough this year as interest rates went down.

But the number I post here is always my ML stock pickers, my 1% AUM guys that earn their dough every year even though that's not supposed to be possible as I'm often told.
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Old 09-07-2019, 04:57 PM   #463
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The following are a few of the companies with outstanding YTD performance. Perhaps you have a bit of them.

Microsoft - 37%
Facebook - 43%
Apple - 35%
Mastercard - 54%
Costco - 49%
Target - 66%
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Old 09-07-2019, 06:22 PM   #464
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As a dividend growth investor, I have noticed that the Brookfield yieldco's (my largest 3 holdings since swapping out of pipelines and REITs last fall) have also done well YTD

BEP +51%
BIP +45%
BPR +27%

along with their newly controlled cousin

TERP +56%
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Old 09-08-2019, 06:24 AM   #465
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Quote:
Originally Posted by NW-Bound View Post
The following are a few of the companies with outstanding YTD performance. Perhaps you have a bit of them.

Microsoft - 37%
Facebook - 43%
Apple - 35%
Mastercard - 54%
Costco - 49%
Target - 66%
Yeah, all solid brand names today, and included in many index funds. Our portfolio has at least 20% Large index makeup. So, yes, we have a bit of each.

Out of indivdual companies we do own, here are top 6 winners - 1 year total return:
43.61% SOUTHERN CO
40.61% BLACKSTONE GROUP INC
36.43% REALTY INCOME CORP
27.79% COMCAST CORP
26.13% DISNEY (WALT) CO
20.44% DUKE ENERGY CORP
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Old 09-08-2019, 08:48 AM   #466
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Many of the above stocks trailed the market in previous years, and take revenge now. Picking stocks is not easy.

I would take some profits off the above high flyers now (which I sadly do not currently hold). I would not buy them at this point.
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Old 09-09-2019, 08:26 AM   #467
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YTD = 18.34% as of today 9/9/2019. Heavily weighted in Stocks.
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Old 09-09-2019, 09:59 AM   #468
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Forgot to share my number.

As of 8/31/2019, 13.9% YTD. Every account included per Moneychimp method. Not included: coin change on top of the dresser, and the few bucks in my wallet. My wife might have hoarded a few hundred bucks somewhere.

Stock AA is 63%, with much of the rest in cash earning 2%/year.

I could have done better at that AA, except that international stocks keep on trailing. I am about giving up on them, with the news of negative bond yield and all that.
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Old 09-09-2019, 11:25 AM   #469
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YTD 6.8%, which is fine with me as I'm now very conservatively invested.

In our planning I use 4.5% as a goal. I sleep very well knowing that a market downturn will not significantly affect us, and we simply "oversaved" to reach an amount that we can easily live off for life with a 3.5% initial withdrawal rate.
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Old 09-09-2019, 12:12 PM   #470
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YTD = 20%

however.....

12 mo. performance = 3%
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