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07-01-2015, 02:51 PM
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#41
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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My investments are up 3%, 1/2 of that due to my short term trades.
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07-01-2015, 03:01 PM
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#42
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Recycles dryer sheets
Join Date: Sep 2012
Posts: 459
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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).
__________________
Retired at age 52 on 12/1/2016
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07-01-2015, 03:03 PM
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#43
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Recycles dryer sheets
Join Date: May 2013
Location: Toronto
Posts: 230
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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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07-01-2015, 03:03 PM
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#44
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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1.66% on 50/50 AA. No withdrawals from the investment accounts
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07-01-2015, 03:05 PM
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#45
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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I'm up after Jan 2 withdrawal, but I don't know by how much until tomorrow.
__________________
Retired since summer 1999.
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07-01-2015, 03:05 PM
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#46
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Thinks s/he gets paid by the post
Join Date: Jun 2014
Posts: 1,192
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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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07-01-2015, 04:51 PM
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#47
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2007
Location: New Orleans
Posts: 47,500
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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.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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07-01-2015, 04:58 PM
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#48
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Full time employment: Posting here.
Join Date: Dec 2005
Posts: 567
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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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07-01-2015, 05:35 PM
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#49
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,128
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Return of 0.5% although savings down a little because of withdrawals to pay for car and vacation.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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07-01-2015, 05:36 PM
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#50
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Full time employment: Posting here.
Join Date: Apr 2011
Location: Castro Valley
Posts: 788
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Up 1.67%, no withdrawals, 50/50 AA
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07-01-2015, 05:55 PM
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#51
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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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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.
__________________
"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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07-01-2015, 06:53 PM
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#52
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Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
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Up 1.43%. No withdrawals.
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07-01-2015, 07:32 PM
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#53
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Thinks s/he gets paid by the post
Join Date: Nov 2006
Location: Bossier City
Posts: 2,183
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Up 2% after yesterday's drop, but I'm not taking withdrawals yet.
Sent from my SAMSUNG-SM-G900A using Early Retirement Forum mobile app
__________________
“Change is the law of life. And those who look only to the past or present are certain to miss the future.”
-John F. Kennedy
“Hard work never killed anybody, but why take a chance?” - Edgar Bergen
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07-01-2015, 07:33 PM
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#54
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2009
Posts: 9,343
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 Quote:
Originally Posted by LOL!
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.
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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.
Sent from my iPad using Tapatalk
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07-01-2015, 07:45 PM
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#55
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Recycles dryer sheets
Join Date: Jan 2011
Posts: 57
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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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07-01-2015, 09:14 PM
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#56
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,570
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TWRR = -(0.25%)😢😥🍟🎰🚽
Sent from my iPad using Early Retirement Forum
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
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07-01-2015, 09:26 PM
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#57
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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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.
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
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07-01-2015, 10:18 PM
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#58
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Recycles dryer sheets
Join Date: May 2014
Posts: 145
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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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07-02-2015, 02:38 AM
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#59
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2005
Posts: 6,193
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Quote:
Originally Posted by redduck
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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fail-safe risk free portfolio is down ?
isn't that like jumbo shrimp , pretty ugly , and happily married ?
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07-02-2015, 02:41 AM
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#60
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2005
Posts: 6,193
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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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