Finally Positive for the Year

[2B]

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.

 

[Spanky]

Our YTD is 0.15% with a mix of 60/40 (equity/fixed income).

 

[tiredofwork]

4.7% annualized YTD per Quicken

 

[Animorph]

-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

 

[Mike1968]

YTD .39% with a 65/35 Stock/bond Split
Since Oct 10th 2007, I have a -2.20% return.

 

[semtex]

YTD 28.7%, always fully invested on stocks. It is good for me so far, since I focus on penny stocks only.

 

[Bikerdude]

Up 1% YTD with 50/50 portfolio.

 

[REWahoo]

... I focus on penny stocks only.

Thus explaining why you chose your forum name. You got money in RDX and PETN?

 

[FIREd]

+1.83% annualized YTD (Quicken). About 70/30 stock/bond portfolio. Not sure when it turned positive...

 

[TromboneAl]

Don't forget that on Jan 2, the market was already down 5-10%.

 

[semtex]

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.

 

[REWahoo]

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.

 

[donheff]

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.

 

[HFWR]

Shhhh, you'll jinx us...

 

[DblDoc]

Don't forget that on Jan 2, the market was already down 5-10%.

So the sale is still on then. Good!

DD

 

[DblDoc]

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.

DD

 

[HFWR]

I'm gonna wave my freak flag high... O0

 

[LOL!]

... 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.

 

[2B]

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.

 

[ex_CFO_now_RVer]

up 1.07% ytd 65/35

Dave

 

[dmpi]

Still down 1.5% YTD

 

[d]

up .1%; 63/37

 

[statsman]

My 401K is up 1.1% YTD, wife's is down 0.3% YTD (up 0.5% YTD combined).

 

[Tiger]

Up 0.73% 55/45

 

[CCdaCE]

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