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Old 07-01-2015, 03:51 PM   #41
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My investments are up 3%, 1/2 of that due to my short term trades.
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Old 07-01-2015, 04:01 PM   #42
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Up about 2% thanks to International gain(Last year international was a drag...overall portfolio was only up 2.5% where as S&P was up about 11%...I hope they both go up or reverse the result this year).
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Old 07-01-2015, 04:03 PM   #43
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Up 5.2%, I think mainly because I'm Canadian and the Canadian dollar has been going down (which makes my US/International investments seem like they're going up).

After withdrawals it's only up 2.4%, but any increase despite withdrawals is great in my books!
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Old 07-01-2015, 04:03 PM   #44
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1.66% on 50/50 AA. No withdrawals from the investment accounts
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Old 07-01-2015, 04:05 PM   #45
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I'm up after Jan 2 withdrawal, but I don't know by how much until tomorrow.
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Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
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Old 07-01-2015, 04:05 PM   #46
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Up 2%, 3% in non-401k, 1% in 401k, I did however, sell a bunch of stuff before this dip, assuming it would happen and it was time to replenish the short term liquid asset fund.
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Old 07-01-2015, 05:51 PM   #47
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I bought my dream house in cash on Friday, so I'm pretty sure I'm down. But, that was the plan! You can't take it with you, or so they tell me. It won't be quite so bad once I get my former home on the market and sold.

Gosh, I love my new home! It was a good choice for me.
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Old 07-01-2015, 05:58 PM   #48
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I am up about 3% but took out a lot more so down .5%. I am trying not to get too rich so attempting to spend or gift more but after the dip this week I will wait for recovery to spend more.
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Old 07-01-2015, 06:35 PM   #49
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Return of 0.5% although savings down a little because of withdrawals to pay for car and vacation.
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Old 07-01-2015, 06:36 PM   #50
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Up 1.67%, no withdrawals, 50/50 AA
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Old 07-01-2015, 06:55 PM   #51
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If I picked the basis as the value as of 12/31/2014, I would be up less than 1% as stated earlier. But if I compared to the value a few days later, like on 1/06/2015, then I would be up 3.5%.

I think I like the latter number better.
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Old 07-01-2015, 07:53 PM   #52
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Up 1.43%. No withdrawals.
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Old 07-01-2015, 08:32 PM   #53
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Up 2% after yesterday's drop, but I'm not taking withdrawals yet.

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Old 07-01-2015, 08:33 PM   #54
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Quote:
Originally Posted by LOL! View Post
Unless you were invested in Vanguard Wellington which is about 65/35. It is up only 0.35% YTD through 6/30. Wellesley is down 0.4% YTD.

At this point,
-0.17% Total US Bond
+1.88%Total US Stock
+5.42% Total Int'l Stock
-6.23% REIT index

Clearly, international was not a bad place to be. It would be up even more if the Greeks had cooperated.

Damn, I must have some bad luck on my automatic monthly purchases dragging down my Total Stock and Total Int. as Im barely above 0% for the year in those two funds. Dollar cost averaging at its finest! Overall up 3.4% almost of it all interest income only.


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Re: up or down
Old 07-01-2015, 08:45 PM   #55
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Re: up or down

Surprisingly I am up 4.98% from January to now.

Still working about 4 years to go to retire.
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Old 07-01-2015, 10:14 PM   #56
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TWRR = -(0.25%)😢😥🍟🎰🚽


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Old 07-01-2015, 10:26 PM   #57
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In my fail-safe, risk-free Dividend Portfolio I am down 2.1% for 2015. The main culprits are: Exxon, Chevron, Royal Dutch Shell and me.

Please note: this portfolio is currently closed to new investors.
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Old 07-01-2015, 11:18 PM   #58
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Like Andre1969, I am still w*rking and saving. Based on Personal Capital's "You Index" I am up 1.8% versus 0.9% for the S&P 500 YTD. According to my spreadsheet, investment assets are up 5.6% and my overall NW is up 6.1%.
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Old 07-02-2015, 03:38 AM   #59
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In my fail-safe, risk-free Dividend Portfolio I am down 2.1% for 2015. The main culprits are: Exxon, Chevron, Royal Dutch Shell and me.

Please note: this portfolio is currently closed to new investors.
fail-safe risk free portfolio is down ?

isn't that like jumbo shrimp , pretty ugly , and happily married ?
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Old 07-02-2015, 03:41 AM   #60
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the fidelity insight growth and income model is up just under 3%.

the income and capital preservation model is up 1.11%.

i just eliminated using the combo of the two models and got rid of the bond heavy income model.

to early to report on the new model i switched to.
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