Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 08-25-2009, 05:18 PM   #41
Thinks s/he gets paid by the post
 
Join Date: Mar 2009
Location: Pittsburgh, PA suburbs
Posts: 1,771
Definitely down across the board but much improved of course from the first and second quarter of 2009.
__________________

WhoDaresWins 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, 05:43 PM   #42
Full time employment: Posting here.
 
Join Date: Aug 2005
Posts: 942
Sorry,

I had to figure it out myself. If I didn't count the income from securities, I would be down 30%, with income added about 22% down. I might add all the loss is from money I gave advisor. My attempt at picking stocks is just down 1% as of today, but unfortunately large portion was put with advisor.
__________________

modhatter is offline   Reply With Quote
Old 08-25-2009, 05:53 PM   #43
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 43,352
I'm down 20%. I'd be down a lot less if we hadn't withdrawn a big chunk of our portfolio to live the last 20 months...but I suppose that's one of the very few downsides of being retired.
__________________
Numbers is hard

Although rare, it is possible to read something on this forum you don't agree with and simply move on with your life

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 08-25-2009, 06:20 PM   #44
Thinks s/he gets paid by the post
 
Join Date: May 2008
Posts: 2,374
I am only checking the static account (only part of my diversified portfolio) where no money is contributed or withdrawn from, and that is 15% down. Considering DOW was in the excess of 12000 points then while it is hovering around 9500 points now, I would think most people are still under water unless they have tons in bonds. I know someone who moved all his money in October of 2007 to a stable value fund. I'm sure his number are much better than mine.
tmm99 is offline   Reply With Quote
Old 08-25-2009, 06:33 PM   #45
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Dawg52's Avatar
 
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 7,711
Quote:
Originally Posted by Running_Man View Post
Up 18.7 percent excluding contributions.
You need to write a book. Congrats! Actually I'm up a similar amount. I forgot to add in an inheritance account. But that would be cheating as far as what we are talking about here.
__________________
Retired 3/31/2007@52
Full time wuss.......
Dawg52 is offline   Reply With Quote
Old 08-25-2009, 07:40 PM   #46
Recycles dryer sheets
Max Power's Avatar
 
Join Date: Aug 2008
Location: Central Massachusetts
Posts: 57
In the early part of 2008, at the age of 59-1/2, I decided to take Suze Orman's advice and not be in the stock market if I needed my money within the next 10 years. I pulled it all out of my company's 401-K and rolled it over into a CD based IRA. I'm up a steady 5% and avoided the worst of the drop since the market was over 12,000 when I got out.
Max Power is offline   Reply With Quote
Old 08-25-2009, 07:45 PM   #47
Moderator Emeritus
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 40,150
Quote:
Originally Posted by Dawg52 View Post
You need to write a book. Congrats! Actually I'm up a similar amount. I forgot to add in an inheritance account. But that would be cheating as far as what we are talking about here.
Already? Gee! If that was from your aunt's estate, it arrived with amazing speed and a tip of the hat to the executor.

For a similar reason I can't really compare with December, 2007. I added the last of my inheritance on July 14, 2008, and with no withdrawals of anything, even dividends, my taxable account has recovered completely to the same level. However my TSP is considerably larger, as is my bank account, so overall my assets are still growing. But then, I am in the accumulation phase so it that is what is supposed to be happening.
__________________
5/17/2018: Retired a second time, this time from my volunteer Admin duties. After 10 years of being on the team, and 40,000+ posts, the time just seemed right. It has been such fun to work with all of our Mods and Admins and I plan to stick around as a regular member.
W2R is online now   Reply With Quote
Old 08-25-2009, 07:51 PM   #48
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 20,709
Quote:
Originally Posted by REWahoo View Post
I'm down 20%. I'd be down a lot less if we hadn't withdrawn a big chunk of our portfolio to live the last 20 months
Is it safe to assume that the MH was purchased before this downturn?

Quote:
Originally Posted by REWahoo View Post
...but I suppose that's one of the very few downsides of being retired.
Same as with a poison, if it does not kill us it will leave us stronger.
Oops, speak too soon and might offend the market god.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 08-25-2009, 07:56 PM   #49
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 43,352
Quote:
Originally Posted by NW-Bound View Post
Is it safe to assume that the MH was purchased before this downturn?
Yep, otherwise I'd still be tenting...
__________________
Numbers is hard

Although rare, it is possible to read something on this forum you don't agree with and simply move on with your life

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 08-25-2009, 08:05 PM   #50
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 20,709
I also bought my 2nd home in late 2005.

Well, if not spent, the market would just take it back. That's my story and I am sticking with it.

SPEND, SPEND, SPEND... This economy needs lots of stimuli. The more you spend, the more you'll have...
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 08-25-2009, 08:05 PM   #51
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
youbet's Avatar
 
Join Date: Mar 2005
Location: Chicago
Posts: 10,054
As of today's close, I'm down almost 15% vs. 12/2007. I'm retired and have been withdrawing that entire time. No major purchases or extraordinary expenses, but we're living fairly well. Even took the vacations we had considered postponing during the worse of the market doldrums.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
youbet is offline   Reply With Quote
Old 08-25-2009, 08:18 PM   #52
Thinks s/he gets paid by the post
 
Join Date: Feb 2007
Posts: 1,991
In absolute numbers, I'm down 11% since 12/31/07. I've also been taking a distribution of about 3.5 % per year. I also bought a new car - does that count? The virtues of 60/40 more or less...
ejman is offline   Reply With Quote
Old 08-25-2009, 08:30 PM   #53
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
bbbamI's Avatar
 
Join Date: Dec 2006
Location: Dallas 'burb
Posts: 9,057
Quote:
Originally Posted by REWahoo View Post
Yep, otherwise I'd still be tenting...
__________________
There's no need to complicate, our time is short..
bbbamI is offline   Reply With Quote
Old 08-25-2009, 08:30 PM   #54
Thinks s/he gets paid by the post
 
Join Date: Dec 2007
Posts: 4,764
Quote:
Originally Posted by bbbamI View Post
Oh boy...
Notmuchlonger is offline   Reply With Quote
Old 08-25-2009, 08:32 PM   #55
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Dawg52's Avatar
 
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 7,711
Quote:
Originally Posted by Want2retire View Post
Already? Gee! If that was from your aunt's estate, it arrived with amazing speed and a tip of the hat to the executor.
Pretty clean actually. Her brokerage acct was styled as a TOD to me so no hassles. She never married and thus no kids. Before my brother died, he asked my aunt to have her estate willed to me since I have always been the one living near by to help her out. Plus he knew when I croak, his kids will get my estate so it will trickle down to them one day anyway. And my aunt did not have a huge estate. But I am most appreciative to receive it.
__________________
Retired 3/31/2007@52
Full time wuss.......
Dawg52 is offline   Reply With Quote
Old 08-25-2009, 08:32 PM   #56
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 20,709
Quote:
Originally Posted by bbbamI View Post
Such imaginative mind.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 08-25-2009, 08:35 PM   #57
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 20,709
Quote:
Originally Posted by Dawg52 View Post
... Before my brother died, he asked my aunt to have her estate willed to me since I have always been the one living near by to help her out. Plus he knew when I croak, his kids will get my estate so it will trickle down to them one day anyway...
It's nice to know people's relatives still get along well when money matters are involved.
__________________
"Old age is the most unexpected of all things that can happen to a man" -- Leon Trotsky
NW-Bound is offline   Reply With Quote
Old 08-25-2009, 08:40 PM   #58
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
freebird5825's Avatar
 
Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,017
Quote:
Originally Posted by REWahoo View Post
Yep, otherwise I'd still be tenting...
Now I know where that expression "the longest pole in the tent" comes from.
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
freebird5825 is offline   Reply With Quote
Old 08-25-2009, 08:42 PM   #59
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
bbbamI's Avatar
 
Join Date: Dec 2006
Location: Dallas 'burb
Posts: 9,057
Quote:
Originally Posted by NW-Bound View Post
Such imaginative mind.
I didn't bring it up.
__________________
There's no need to complicate, our time is short..
bbbamI is offline   Reply With Quote
Old 08-25-2009, 10:58 PM   #60
Thinks s/he gets paid by the post
 
Join Date: Nov 2005
Location: North of Montana
Posts: 2,753
Up about 20% after withdrawals. Down about 25% from all time high in June 08.
__________________

__________________
There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
kumquat is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
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

 

 
All times are GMT -6. The time now is 01:53 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.