Join Early Retirement Today
Reply
 
Thread Tools Display Modes
Old 08-25-2009, 07:20 AM   #21
Thinks s/he gets paid by the post
 
Join Date: Jun 2006
Posts: 2,068
Up, however, I have continued contributions in that time so probably even.
Income stream from dividends has doubled though (with a 25% increase in portfolio).
__________________
"We do not inherit the earth from our ancestors, we borrow it from our children.
(Ancient Indian Proverb)"
Zathras is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 08-25-2009, 08:20 AM   #22
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 35,712
Down 15% since Dec 07. From high-water mark in Oct 07, down 17%.
Included in the numbers was a drawing of about 2% since then, due to part-time work dwindling down.

Portfolio was 80% stock in 07, traded rebalanced down to less than 50% in Sep 08, then brought back earlier this year to 60%. Currently at 66% equity.
__________________
"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)
NW-Bound is offline   Reply With Quote
Old 08-25-2009, 08:34 AM   #23
Thinks s/he gets paid by the post
IndependentlyPoor's Avatar
 
Join Date: Jul 2009
Location: Austin
Posts: 1,142
We are down 10% since 2007. 5.5% drawdowns (3.3% SWR) and 4.5% negative return. Until we rebalanced in July, our portfolio was basically 40/40/20 stocks/bonds/cash, stocks and bonds all in broad-based index funds.
IndependentlyPoor is offline   Reply With Quote
Old 08-25-2009, 08:38 AM   #24
Recycles dryer sheets
Jake46's Avatar
 
Join Date: Sep 2006
Location: Fort Collins
Posts: 194
Down 20% from 12/2007. Up 11% YTD.
Jake46 is offline   Reply With Quote
Old 08-25-2009, 08:42 AM   #25
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
TromboneAl's Avatar
 
Join Date: Jun 2006
Posts: 12,880
Down 9.
__________________
Al
TromboneAl is offline   Reply With Quote
Old 08-25-2009, 09:48 AM   #26
Recycles dryer sheets
 
Join Date: Apr 2006
Location: Hardscrabble Texas
Posts: 372
Down 9%
__________________
.....#.....
Poundkey is offline   Reply With Quote
Old 08-25-2009, 09:59 AM   #27
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Katsmeow's Avatar
 
Join Date: Jul 2009
Posts: 5,307
Sigh....

returns are down about 29%.

Due to retirement contributions made in the interim, however, our amount in our retirement accounts right now is about 5% less than it was 10/1/2007.
Katsmeow is offline   Reply With Quote
Old 08-25-2009, 10:17 AM   #28
Thinks s/he gets paid by the post
 
Join Date: Jul 2005
Posts: 4,366
Down 14.6%, generally all equities but started with a significant cash allocation.
Animorph is offline   Reply With Quote
Old 08-25-2009, 10:17 AM   #29
Thinks s/he gets paid by the post
Gotadimple's Avatar
 
Join Date: Feb 2007
Posts: 2,602
Down 5% but that also includes contributions thru July 2008 (which promptly went down the 'tube'.
__________________
Only got A dimple, would have preferred 2!
Gotadimple is offline   Reply With Quote
Old 08-25-2009, 11:52 AM   #30
Recycles dryer sheets
IBWino's Avatar
 
Join Date: May 2006
Posts: 465
Like others, our net worth is up due to continued savings. But as best I can tell, our investments at the time of the market peak in 2007 are still down about 8-9%. I'm very happy to be back in single digit loss territory.
IBWino is offline   Reply With Quote
Old 08-25-2009, 01:05 PM   #31
Full time employment: Posting here.
cardude's Avatar
 
Join Date: Feb 2006
Posts: 599
Down 16%, but up 628% since 8/1999!

Trying to take the long term view......Damn, that's only 6.28% per year.....
cardude is offline   Reply With Quote
Old 08-25-2009, 01:14 PM   #32
Thinks s/he gets paid by the post
 
Join Date: Jan 2006
Posts: 4,172
Quote:
Originally Posted by FIREdreamer View Post
Since 12/31/2007:

Portfolio Return: -4.5% (XIRR)
Portfolio Value: +33%
How is this possible? I would have guessed both would have had to have the same sign. Pls unconfuse me.
edit: perhaps you're including new contributions in value?
kaneohe is offline   Reply With Quote
Old 08-25-2009, 01:26 PM   #33
Moderator Emeritus
 
Join Date: May 2007
Posts: 12,894
Quote:
Originally Posted by kaneohe View Post
How is this possible? I would have guessed both would have had to have the same sign. Pls unconfuse me.
edit: perhaps you're including new contributions in value?
Yes, new contributions are included in value (as they are in the XIRR calculations).
FIREd is offline   Reply With Quote
Old 08-25-2009, 01:41 PM   #34
Thinks s/he gets paid by the post
Bikerdude's Avatar
 
Join Date: Jul 2006
Posts: 1,901
Ignoring withdrawals I'm down 9%. Including withdrawals I'm down 16%. Not as bad as it was by a short while ago.
__________________
“I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said” Alan Greenspan
Bikerdude is offline   Reply With Quote
Old 08-25-2009, 02:50 PM   #35
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 35,712
Quote:
Originally Posted by cardude View Post
Down 16%, but up 628% since 8/1999!

Trying to take the long term view......Damn, that's only 6.28% per year.....
Pardon, but is it not 20.17% per year, compounded over 10 years?

For 1.2017^10 = 1.2017*1.2017*...*1.2017 = 6.28.


PS. If I could sextuple my portfolio from 1999 to now, I would have been able to afford one of those houses on the eastern shore of Bainbridge Island with the view of the Space Needle and the skyline of Seattle.
__________________
"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)
NW-Bound is offline   Reply With Quote
Old 08-25-2009, 03:26 PM   #36
Gone but not forgotten
 
Join Date: Jan 2007
Location: Sarasota,fl.
Posts: 11,447
Down 12% .
Moemg is offline   Reply With Quote
Old 08-25-2009, 03:46 PM   #37
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,001
Last I looked (Friday 8/21) I was down 17.5% from the October 2007 peak. I'm too lazy to calculate the drop from Dec 2007, but it should be just slightly less.
Oh all right! I ran it in Quicken! Down approx 14% since 12/31/07

I haven't made any new contributions - I am retired.

Audrey
audreyh1 is offline   Reply With Quote
Old 08-25-2009, 04:02 PM   #38
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Gone4Good's Avatar
 
Join Date: Sep 2005
Posts: 5,381
Up 5.6% with contributions, down 10% without contributions.
Gone4Good is offline   Reply With Quote
Old 08-25-2009, 04:08 PM   #39
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 2,840
Up 18.7 percent excluding contributions.
__________________
But then what do I really know?

https://www.early-retirement.org/forums/f44/why-i-believe-we-are-about-to-embark-on-a-historic-bull-market-run-101268.html
Running_Man is offline   Reply With Quote
Old 08-25-2009, 04:55 PM   #40
Full time employment: Posting here.
 
Join Date: Mar 2005
Location: Punta Gorda, FL
Posts: 828
Down around 15%.
dm is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
another 2007 delurker figner Hi, I am... 9 01-06-2007 11:56 PM
Money 2007 Arc FIRE and Money 2 12-28-2006 05:53 PM
2007 up 3.7% mickeyd FIRE and Money 0 12-02-2006 01:43 PM
Trip to New Zealand/Fiji Dec-Jan...any suggestions? MooreBonds Other topics 12 10-20-2006 05:32 PM
Need $500 in new assets by Dec. 31 soupcxan Other topics 10 12-02-2004 07:32 AM

» Quick Links

 
All times are GMT -6. The time now is 04:35 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.