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Old 05-19-2008, 09:33 AM   #21
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Still down 1.5% YTD
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Old 05-19-2008, 09:51 AM   #22
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up .1%; 63/37
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Old 05-19-2008, 09:54 AM   #23
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My 401K is up 1.1% YTD, wife's is down 0.3% YTD (up 0.5% YTD combined).
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Old 05-19-2008, 10:04 AM   #24
 
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Up 0.73% 55/45
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Old 05-19-2008, 10:10 AM   #25
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Yep, I broke even on Fri. (since Jan. 1) As in, my balance is the same after subtracting contributions only. I'm 100% VTSMX (VG Total Stock Market). Now it's time for those "cheap shares" to go to work.

-CC
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Old 05-19-2008, 10:27 AM   #26
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A few funds I compare my returns to:
Vanguard Wellington (65/35) is +0.71% YTD
Target Retirement 2005 (44/56) is +0.92% YTD

Our portfolio (55/45) is +1.0% YTD
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Old 05-19-2008, 10:48 AM   #27
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Still down 1.5% YTD
Me too ! Down exactly 1.5% like you. (You copying my allocation) ?
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Old 05-19-2008, 10:57 AM   #28
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Yep, I broke even on Fri. (since Jan. 1) As in, my balance is the same after subtracting contributions only. I'm 100% VTSMX (VG Total Stock Market). Now it's time for those "cheap shares" to go to work.

-CC
Keep in mind that Total Stock Mkt Idx is down near 1.7% this year. You may not be breaking even yet.
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Old 05-19-2008, 12:24 PM   #29
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i'm about 1% YTD up most of the index funds are down and my REIT's are pulling us up for air...

but my 403b says i'm down about 4% for past 12 months...which is the biggest chunk of my savings/investments
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Old 05-19-2008, 01:53 PM   #30
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Haven't bothered to check the other accounts, but since I'm upping the contribution in my 401(k) today anyway....

up 1.3% YTD, largely buffered the drop due to not getting around to getting out of a balanced fund.

Intermediate bonds: 16%
Oakmark Equity & Income Fund: 32%
Dodge & Cox Stock Fund: 26%
Dimensional International Value Fund: 25%
QMA Small Cap Equity Fund: 1%

Should be 15/30/25/25/5... but I didn't change present allocations to bump up that small cap, just future allocations.

Been wondering why I'm in the balanced fund, to be honest. The intermediate bond fund is no-fee. So, I think I'm going to reallocate the balanced to the bond and stock funds based on what I want for AA.

edit: All done. No more pre-tax contributions. I'm going to max out my Roth 401(k) instead now... and we talked finances last night and I'm going to an extra 1.5% after-tax contribution as well.

New AA:

Allianz Intermediate Bond Fund 25%
Dodge & Cox Stock Fund 35%
Dimensional International Value Fund 30%
QMA Small Cap Equity Fund 10%
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Old 05-19-2008, 02:09 PM   #31
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Up 2.09% for the year, ... but check back next week,
... not sure it's all over yet (honest, ... not trying to jinx things) and hope I'm wrong, but I think there will be some 'profit' takers out there (at least for a few more cycles).

...but still -2.69% from my high.
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Old 05-19-2008, 04:50 PM   #32
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Keep in mind that Total Stock Mkt Idx is down near 1.7% this year. You may not be breaking even yet.
Must be the cheap shares I bought rising. The balance on Jan 1 minus five months of contributions is within a few dollars of Friday's balance. Return/Percentage-wise, I'm probably still down, but dollar-wise, I'm even.

-CC
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Going well.
Old 05-19-2008, 05:07 PM   #33
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Going well.

Through last Friday, I'm quite pleased to be up 7.9% YTD. This is not "annualized", a concept which doesn't mean anything to me until December 31, 2008, as I don't dare to project what the rest of the year is going to look like. I typically maintain a 12% to 20% cash position, and allocate the rest according to my own definition of reality. Today looks like it's been another good day for oil and metals.

Tom
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Old 05-19-2008, 05:49 PM   #34
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Probably about the same as everyone else, but I'm thrilled to be up 6.01% (not annualized) since 3/31/08!!! Not out of the woods yet by any means, but beats the 6 months that preceded it...
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Old 05-20-2008, 02:38 PM   #35
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Oh well, so much for the nice rebound.
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Old 05-20-2008, 03:58 PM   #36
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Oh well, so much for the nice rebound.
Yeah, see what you guys did !!!
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Old 05-20-2008, 04:06 PM   #37
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For me, no problem because I am still in accumulation phase.

Some of those ER'd who live off the bonds/fixed portion of their portfolio might feel that equities are just there to counteract inflation anyway so the roller coaster Dow is bearable.

I really DID like my net worth this morning, though! It'll be back eventually.
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Old 05-20-2008, 04:29 PM   #38
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Was that a new milestone I saw there? Oh.. no... nevermind...

DD
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Old 05-20-2008, 04:48 PM   #39
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I'm getting a tad frustrated because I am only a few more paychecks stimulus checks good days in the market away from an "odometer" moment in my net worth. I was fairly close last fall and am closer now but after today I don't really want to check where I'm at.

Sigh.

2Cor521
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Old 05-20-2008, 06:57 PM   #40
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3.12% annualized -- diversification into hedge funds and inflation sensitive investments have helped
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