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Old 08-25-2009, 08:20 AM   #21
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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).
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Old 08-25-2009, 09:20 AM   #22
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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.
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Old 08-25-2009, 09:34 AM   #23
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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.
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Old 08-25-2009, 09:38 AM   #24
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Down 20% from 12/2007. Up 11% YTD.
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Old 08-25-2009, 09:42 AM   #25
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Down 9.
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Old 08-25-2009, 10:48 AM   #26
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Down 9%
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Old 08-25-2009, 10:59 AM   #27
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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.
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Old 08-25-2009, 11:17 AM   #28
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Down 14.6%, generally all equities but started with a significant cash allocation.
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Old 08-25-2009, 11:17 AM   #29
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Down 5% but that also includes contributions thru July 2008 (which promptly went down the 'tube'.
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Old 08-25-2009, 12:52 PM   #30
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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.
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Old 08-25-2009, 02:05 PM   #31
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Down 16%, but up 628% since 8/1999!

Trying to take the long term view......Damn, that's only 6.28% per year.....
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Old 08-25-2009, 02:14 PM   #32
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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?
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Old 08-25-2009, 02:26 PM   #33
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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).
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Old 08-25-2009, 02:41 PM   #34
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Ignoring withdrawals I'm down 9%. Including withdrawals I'm down 16%. Not as bad as it was by a short while ago.
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Old 08-25-2009, 03:50 PM   #35
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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.
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Old 08-25-2009, 04:26 PM   #36
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Old 08-25-2009, 04:46 PM   #37
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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.

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Old 08-25-2009, 05:02 PM   #38
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Up 5.6% with contributions, down 10% without contributions.
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Old 08-25-2009, 05:08 PM   #39
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Up 18.7 percent excluding contributions.
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Old 08-25-2009, 05:55 PM   #40
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Down around 15%.
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