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Finally Positive for the Year
Old 05-18-2008, 03:21 PM   #1
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Finally Positive for the Year

This will give everyone a chance to pipe in with how much they're already making but I'll make my declaration anyway. As of Friday's (5/16) close, I had an annualized return of 1.16% for 2008 (per Quicken). This is with a pretty much plain vanilla index portfolio of 40% fixed / 25% large cap / 10% small cap / 20% foreign / 5% high yield (preferred funds).

Hopefully, I won't jinx the market.
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Old 05-18-2008, 05:04 PM   #2
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Our YTD is 0.15% with a mix of 60/40 (equity/fixed income).
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Old 05-18-2008, 06:03 PM   #3
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4.7% annualized YTD per Quicken
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Old 05-18-2008, 06:22 PM   #4
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-0.97% YTD annualized per Quicken. About 85/15 diversified equities/cash right now. I just removed my hedges, so I'm sure we'll head down from here! At least I'm just about at my desired AA.

Dan
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Old 05-18-2008, 06:41 PM   #5
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YTD .39% with a 65/35 Stock/bond Split
Since Oct 10th 2007, I have a -2.20% return.
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Old 05-18-2008, 06:56 PM   #6
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YTD 28.7%, always fully invested on stocks. It is good for me so far, since I focus on penny stocks only.
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Old 05-18-2008, 07:02 PM   #7
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Up 1% YTD with 50/50 portfolio.
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Old 05-18-2008, 07:06 PM   #8
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... I focus on penny stocks only.
Thus explaining why you chose your forum name. You got money in RDX and PETN?
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Old 05-18-2008, 07:12 PM   #9
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+1.83% annualized YTD (Quicken). About 70/30 stock/bond portfolio. Not sure when it turned positive...
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Old 05-18-2008, 07:49 PM   #10
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Don't forget that on Jan 2, the market was already down 5-10%.
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Old 05-18-2008, 07:50 PM   #11
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Thus explaining why you chose your forum name. You got money in RDX and PETN?
I do know the stocks you mention. One winner I got this year is CNEH.OB, I bot @2, still hold tightly. I will not sell until it 10+

Usually all my picks are OB stocks.
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Old 05-18-2008, 08:00 PM   #12
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semtex, you missed my attempt at a joke. Check the link I posted and you will see that Semtex is the name of a plastic explosive made from two other explosive compounds: RDX and PETN.
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Old 05-18-2008, 08:39 PM   #13
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I don't know my real rate of return since I just track the market return of our funds on Google finance - not the real total return. But I did show DW the bottom line which shows that we just crawled back to our October 2007 high which was an important psychological milestone. DW saw that figure and said, " I really am quitting this year." We shall see.
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Old 05-18-2008, 08:47 PM   #14
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Shhhh, you'll jinx us...
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Old 05-18-2008, 10:56 PM   #15
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Don't forget that on Jan 2, the market was already down 5-10%.
So the sale is still on then. Good!

DD
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Old 05-18-2008, 10:58 PM   #16
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Shhhh, you'll jinx us...

HFWR - I caught your sig just as Jimmie was saying that line... I-Tunes and the ER forum just go together.

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Old 05-18-2008, 11:04 PM   #17
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I'm gonna wave my freak flag high...
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Old 05-19-2008, 04:48 AM   #18
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... annualized YTD per Quicken
OK you Quicken folks, my mom has Quicken and the only way to get legit returns is to calculate a date range of 1/1/2008 through 12/31/2008. For example, if your are up 3% to 6/30/2008 and use date range 1/1/2008 to 6/30/2008 then Quicken will return a 6% annuallized YTD.

We are down 0.09% for the year 2008 (not annualized!) through Friday.
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Old 05-19-2008, 05:01 AM   #19
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OK you Quicken folks, my mom has Quicken and the only way to get legit returns is to calculate a date range of 1/1/2008 through 12/31/2008. For example, if your are up 3% to 6/30/2008 and use date range 1/1/2008 to 6/30/2008 then Quicken will return a 6% annuallized YTD.

We are down 0.09% for the year 2008 (not annualized!) through Friday.
That's why I very specifically put in "annualized."

This still represents about 6% off the October high but I didn't run that number. I'm not going to dwell too much on "cuda, shuda, woda..." That's sooooo last year.
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Old 05-19-2008, 09:21 AM   #20
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up 1.07% ytd 65/35

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