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Andre1969 · 03-03-2019, 07:34 AM

Quote:

Originally Posted by pb4uski

My high was Jan 2018 too.... Sept 2018 was 1.58% below Jan 2018. FWIW, my withdrawals are pretty constant throughout the year.

January 2018 was a really good month for me, as well. At one point, I think I was up close to 6%, just in gains (not counting additional investments), although the only data point I saved was the last day of the month, where I was still up close to 4%.

February and March knocked most of that out for me, though. By the time September closed, my return for the year was up around 6.75%.

Now technically, my investible assets actually peaked in August. In September, I wrote a huge check for a down payment on my new house, which knocked that number down. But, the amount that was left still made money, I still look at September as an up month, even though my total went down.

So, for me to consider my recovery complete, I'm just worried about getting back to that September total. As of Friday's close, I only need to see about 3.1% to do that. Now, to get back to the August total, which would include the down payment on my house, I'd need to see about a 13% jump. Which, would be nice...but I have a feeling that one's going to take awhile.

wdberry62 · 03-03-2019, 08:03 AM

Up 10.4% YTD
75/25

RobbieB · 03-09-2019, 02:29 PM

Up 12.1%, 2-28-19

street · 03-09-2019, 02:54 PM

^ that is a nice percentage. Some of you have done well through February. March isn't looking as good so far.

robnplunder · 03-29-2019, 07:25 PM

Quote:

Originally Posted by robnplunder

Up 5.6% at the end of 2nd month. My star MF is VEMPX, up 17.15%.

Up 6.22%. FSRPX is rocking among my MFs.

NW-Bound · 03-29-2019, 10:59 PM

Quote:

Originally Posted by NW-Bound

Jan 31 YTD: 9.45%
Feb 28 YTD: 12.34%

Mar 29 YTD: 13.85%

I was as high as 15.5% on Mar 21, but many of my stocks stumbled.

Dtail · 03-29-2019, 11:22 PM

Up 7.45% YTD with a 55/35/10 AA.

street · 03-30-2019, 05:19 AM

After 3 innings up 9.29%.

pb4uski · 03-30-2019, 06:35 AM

+8.08% YTD Mar 31, 2018.... a great first quarter!!

slightly behind my benchmark VSMGX at 8.63% YTD

... I suspect becaue VSMGX is more bonds and I have a lot of fixed income money parked in VMMXX at 2.49% that I need to deploy and meanwhile bonds had a good quarter.

3.76% below all-time high

Quote:

Originally Posted by pb4uski

+7.02% YTD Feb 28, 2019

vs +0.88% YTD Feb 28, 2018
vs +7.06% for my benchmark VSMGX

did a minor rebalance on Feb 19 to sell some domestic and international equities... 2.5% and 0.3% of total portfolio, respectively.

4.57% below all-time high.

Lawrencewendall · 03-30-2019, 07:27 AM

+12.35% 3/30/19

steelyman · 03-30-2019, 08:38 AM

Q1 11.73% vs benchmark 9.54% (Vanguard Target Retirement 2030, VTHRX)

Asset allocation (stock/bond) follows VTHRX, currently 70/30.

Top-performing fund was Vanguard Real Estate Index (VGSLX).

LOL! · 03-30-2019, 10:13 AM

YTD (March 29, 2019) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com and Vanguard.com):

8.63% VSMGX Vg LifeStrategy Moderate Growth (60/40)
9.57% VBIAX Vg Balanced Index (60/40), no foreign
8.21% DGSIX DFA Global 60/40 I, small-cap & value tilted
8.82% VTTVX Vg Target Retirement 2025 (62/38)

7.82% VTWNX Vg Target Retirement 2020 (53/47)*
8.66% VWENX Vg Wellington (67/33)*

Some others
00.61% VMMXX Vg Prime Money Market
02.94% VBTLX Vg Total US Bond Index
02.65% VSCSX Vg Short-term corporate bond index
14.04% VTSAX Vg Total US Stock Market
10.24% VTIAX Vg Total Int'l Stock Market
17.28% VGSLX Vg REIT Index

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

KCGeezer · 03-30-2019, 10:42 AM

At 61/35/4 I’m up 10.1. Slightly underweight international and tech compared to Fidelity’s recommendations.

CardsFan · 03-30-2019, 11:10 AM

Up 8.1%

AA: 52/48

3.3% below all time high September 2018

Dtail · 03-30-2019, 11:15 AM

Quote:

Originally Posted by CardsFan

Up 8.1%

AA: 52/48

3.3% below all time high September 2018

Curious what % return is your bond allocation YTD(if you wish to provide).

Ready-4-ER-at-14 · 03-30-2019, 11:41 AM

Up 6.8% since jan 1st. About half is stock the rest is fixed income and other like annuities (25%), bond funds, metals, and direct owned RE.

Mine is a more throw it at the wall and see what sticks approach so have had some real dogs that were essentially lost money during last 12 months.

My all time high was march of 2018 below that by 2 hundredth of a percent right now.

CardsFan · 03-30-2019, 11:59 AM

Quote:

Originally Posted by Dtail

Curious what % return is your bond allocation YTD(if you wish to provide).

If I could easily get that I would be happy to provide. Unfortunately, I don't track it separately since several funds are a mixture of equity and bonds. So I am just looking at total value, and accounting for spending.

And, in fairness, my equity allocation has probably increased somewhat (2%, at most) from the last time I calculated it in January. I usually only look at it in detail 2-3 times a year.