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Are you up or down since Dec 2007
Old 08-24-2009, 08:36 PM   #1
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Are you up or down since Dec 2007

Just wondering how everyone is faring with their portfolios since the crash. How much ( % )are you up or down to date?
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Old 08-24-2009, 08:43 PM   #2
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Quote:
Originally Posted by modhatter View Post
Just wondering how everyone is faring with their portfolios since the crash. How much ( % )are you up or down to date?

You first.
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Old 08-24-2009, 08:45 PM   #3
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Down 6.4%...
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Old 08-24-2009, 08:53 PM   #4
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I have 15% more in my portfolio today versus 12/31/2007. But I have also contributed an additional 31% of the 12/31/2007 value in new contributions since then. So I'm still in the negative from where I was 12/31/2007.
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Old 08-24-2009, 09:11 PM   #5
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Nought gozinta nought times nought. The best I can decipher is up about 5%. (not counting contributions)
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Old 08-24-2009, 09:21 PM   #6
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I forgot to make a year end copy of my portfolio share balances so I could figure out the real gain with no new inputs.

M* portfolio manager tool tells me I'm up almost 16% YTD.
That number includes just under $10k of [new money thru DCA + 7 months of nice dividends on my munis].
Small potatoes...
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Old 08-24-2009, 09:34 PM   #7
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down a net 20%. I had to take money out of my IRA at the bottom because I was out of work 5 months.

I would take out a contract on the B*s who put us in this mess, but there are too many of them.
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Old 08-24-2009, 09:47 PM   #8
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Definitely down, about 15% or so. But I have more than I had in December 2006!
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Old 08-24-2009, 09:49 PM   #9
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Since 12/31/2007:

Portfolio Return: -4.5% (XIRR)
Portfolio Value: +33%
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Old 08-24-2009, 10:27 PM   #10
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-9% return since Dec 2007 in a 100% stock portfolio.
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Old 08-24-2009, 10:38 PM   #11
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Definitely DOWN. I haven't calculated how much.
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Old 08-24-2009, 11:02 PM   #12
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Down around 7%, I think. And slowly reducing my equities. Down to a 30/70 allocation as of today. If stocks continue to rally the rest of the year(not asking for much), I hope to have my AA around 20/80.
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Old 08-24-2009, 11:35 PM   #13
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Down 24% since October 2007 in a 95% stock portfolio. Much better than the 41% I was down this past February.

Sold a little in Oct '08, partial positions in stuff that was all still up at that time, and having the extra cash helped me sleep at night.
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Old 08-25-2009, 12:02 AM   #14
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Up 5% and still took out 75K in dist.
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Old 08-25-2009, 02:23 AM   #15
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Down about 25% from the December 31 2007 balances. Mostly stock, weighted towards small caps.
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Old 08-25-2009, 04:50 AM   #16
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Still down, including all the contributions (oh the joy of being burned badly by one stock; lesson learned....). Haven't calculated how much.
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Old 08-25-2009, 06:29 AM   #17
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Old 08-25-2009, 06:46 AM   #18
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I'm down around 15% in a formerly 100% stock portfolio.

Looks like all in all people on this board haven't been hurt too badly in the downturn. I guess the sky is not falling Chicken Little.....
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Old 08-25-2009, 07:51 AM   #19
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Down about 19% from Dec 2007. 80/20 stocks.
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Old 08-25-2009, 08:07 AM   #20
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Still down over 15%. I think the major determiners here are (a) how aggressively we invested and (b) what the size of our portfolio was relative to new contributions since then.
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