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How are your portfolios YTD?
Old 03-10-2005, 01:24 PM   #1
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How are your portfolios YTD?

So I rebalanced my 401k and my wife's 401k to capture the whole market with a bias towards equities since we are young (sort of a bastardized coffee house). Did this at the end of December, and since then the markets, as near as I can tell (S&P 500, Wilshire 5000 etc.) when averaged are pretty much flat. I'm up a whopping .1%. So I guess I succeeded in my desired goal

How are others doing this year? Has this been a good start to '05 or do you wish you could forget it?
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Re: How are your portfolios YTD?
Old 03-10-2005, 01:39 PM   #2
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Re: How are your portfolios YTD?

Well, according to the calculator on my investment account website, I'm down 1.41%. I was 100% in a small cap value fund. I'm not ERd yet, so I can afford a little risk and volatility. I was up 24.84% YTD at the end of last year, so I'm not complaining.
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Re: How are your portfolios YTD?
Old 03-10-2005, 02:18 PM   #3
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Re: How are your portfolios YTD?

I was up 2% last week. I am not so sure now since my REIT funds (10% of the portfolio) has taken a big hit lately.

I normally update my return on a weekly basis.

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Re: How are your portfolios YTD?
Old 03-10-2005, 02:28 PM   #4
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Re: How are your portfolios YTD?

Up about 1.2%; I'll be seeing about $7k in dividends at the end of the month to spruce that up a little bit.
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Re: How are your portfolios YTD?
Old 03-10-2005, 03:12 PM   #5
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Re: How are your portfolios YTD?

I'm up roughly 19%, or $30,000... TH I get almost $150 per quarter in dividends! Does anyone else get addicted to dividends? They're just so real and tangible, I love em'.
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Re: How are your portfolios YTD?
Old 03-10-2005, 03:23 PM   #6
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Re: How are your portfolios YTD?

3.24% for me,and 3.03% for mums.Once again the near passive account(moms,1to 2 trades/yr and decently balanced with an income bias)easily trots along in a tight second place to the more aggressive account,more work,more monitoring(that would be me).
If my figures are correct,approx 2/3's of moms yearly disbursement comes from income/divvy's.

Enjoy the year,dont sweat the small stuff-ak
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Re: How are your portfolios YTD?
Old 03-10-2005, 04:38 PM   #7
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Re: How are your portfolios YTD?

Wow, congrats BB! What went so right for you? TH, your post makes me feel like a minnow swimming with great whites! Your dividends are 10% of my portfolio! I enrolled in my first DRIP this year, I too find dividends rather addicting.
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Re: How are your portfolios YTD?
Old 03-10-2005, 05:02 PM   #8
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Re: How are your portfolios YTD?

Quote:
Does anyone else get addicted to dividends? *They're just so real and tangible, I love em'.
Although they're a small part of our portfolio, I like the part where they're deposited to our Fidelity account a week before it pays the credit-card bill.

Berkshire Hathaway had zero pop on the annual report. This holding is looking more like bear insurance than a hot growth prospect. Maybe it'll drop 10-20% so that we can buy more.

Tweedy, Browne Global Value (TBGVX) is up over 5% in 2+ months. Unsustainable but quite encouraging. Apparently Europe, small-cap, & value's demises are all prematurely predicted.

Stopped out of Las Vegas Sands (LVS) at a small profit but wish I'd stayed in. Maybe there'll be a buying opportunity again soon.

Build-a-Bear Workshops (BBW) is imploding quite nicely, and Greenfield Online (SRVY) is also headed for disaster.

We had a Peter Lynch moment this year-- spouse saw a TV ad for "Splenda", an artificial sweetener that maintains its flavor at high temps (baking or hot drinks). Did some research, found out that we were late to the party but not too late for dessert, and bought ADRs on 16 Dec 04 @ $36.50. Up over 4% today to $41.35. I sure hope this isn't a play on a declining dollar.

I'm intrigued by Dolby Labs (DLB), Given Imaging (GIVN), & Genzyme Corp (GENZ). And does anyone believe that Herbalife (HLF) has a future?!?

Now if the market would only acknowledge my prescience with Nortel & Sun...
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Re: How are your portfolios YTD?
Old 03-10-2005, 05:04 PM   #9
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Re: How are your portfolios YTD?

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TH, your post makes me feel like a minnow swimming with great whites! Your dividends are 10% of my portfolio!
I like to think of myself as more of a basking shark.

I need those dividends, they're what I had to live on before I nabbed a Nurse With A Purse!
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Re: How are your portfolios YTD?
Old 03-10-2005, 06:18 PM   #10
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Re: How are your portfolios YTD?

I'm up 9%. Everything has been going up- my US stocks, my *foreign stocks, my energy, my gold.

Keeping my fingers crossed- I don't remember ever having this much good luck before.

Mikey
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Re: How are your portfolios YTD?
Old 03-10-2005, 06:35 PM   #11
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Re: How are your portfolios YTD?

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I'm up 9%. Everything has been going up- my US stocks, my foreign stocks, my energy...
Wow, Mikey. If my portfolio grew 9% my energy would be up too! Congratulations.

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Re: How are your portfolios YTD?
Old 03-10-2005, 07:03 PM   #12
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Re: How are your portfolios YTD?

Slicer's Dream portfolio is up 2.25% YTD as of tonight.
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Re: How are your portfolios YTD?
Old 03-10-2005, 09:48 PM   #13
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Re: How are your portfolios YTD?

Quote:
I don't remember ever having this much good luck before. Mikey
Not luck, Mikey. Thorough research, a well-thought-out plan, and lots of investor discipline.

Luck would be Vegas!
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Re: How are your portfolios YTD?
Old 03-11-2005, 04:02 AM   #14
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Re: How are your portfolios YTD?

Hello TH. "Nurse with a purse". I like that. I had a
similar experience, except at my age I was lucky to find a
nurse with a pulse

JG
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Re: How are your portfolios YTD?
Old 03-11-2005, 05:08 AM   #15
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Re: How are your portfolios YTD?

When I first started my 457 plan (1992) all I saw was negative numbers for a couple of years. I was buying "Growth" shares, which, at that time, were going for around $7 bucks a share. Kept at it. Low and behold, the shares (not the only shares or sectors I hold, just an example) went slowly up, to $40 bucks a share. Then the crash, down to $19, now up to around $27. The point? Investing is a long term proposition. When prices are down, you're buying low (a good thing). Don't despair.
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Re: How are your portfolios YTD?
Old 03-11-2005, 06:22 AM   #16
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Re: How are your portfolios YTD?

Looks like I'm up 1.92% including new contributions. I'm close to flat on earnings. Vanguard doesn't seem to break out just YTD earnings for me so I'm guestimating.
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Re: How are your portfolios YTD?
Old 03-11-2005, 06:36 AM   #17
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Re: How are your portfolios YTD?

I track our portfolio at the end of each week so this is as of March 4th. Our total portfolio is up 1.76% since Dec 31 - All other Friday closings in 2005 were in negative territory with a minimum on Jan 21 (-2.13%) and a slow improvement since with a big bounce last week: the portfolio was up 1.78% the week ending March 4th.

Gas is up a lot today - TH will do well on energy this week but I think we're in for some more turmoil.

JohnP

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Re: How are your portfolios YTD?
Old 03-11-2005, 07:35 AM   #18
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Re: How are your portfolios YTD?

Well we're right at the cusp of the nine-month economic slide ECRI's leading economic indicators predicts. If they're right, and so far their indicator has been a good one, we've got some fairly lousy times ahead, at least until november

http://www.businesscycle.com/

(Scroll to the bottom to see the chart)
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Re: How are your portfolios YTD?
Old 03-11-2005, 08:34 AM   #19
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Re: How are your portfolios YTD?

Interesting Chart, I guess I should be glad I'm in the accumulation phase, the market is having a sale! Seriously, that's probably one of the most important things I've learned at this site, the difference in portolio dynamics as I go from accumulator to retiree/withdrawer.
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Re: How are your portfolios YTD?
Old 03-11-2005, 10:11 AM   #20
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Re: How are your portfolios YTD?

Quote:
Well we're right at the cusp of the nine-month economic slide ECRI's leading economic indicators predicts.
There must be some leads or lags that I don't know about. At the top right of the page you linked I found this press release:

Reuters

Weekly Leading Index Rises
03/11/2005
NEW YORK, March 11 (Reuters) - A leading index of the U.S. economy rose in the latest week, with an increase in the growth component pointing to a general recovery in the U.S. economy, a report showed on Friday.

The Economic Cycle Research Institute, an independent forecasting group, said its weekly leading index rose to 135.2 in the week ended March 4 compared with 134.9 in the previous week.

The index's annualized growth rate, which smooths out weekly fluctuations, rose to 3.0 percent from 2.6 percent in the prior week, the highest in nine months.

"The steady improvement in the weekly leading index growth rate points to a slowly brightening economic outlook and based on that recovery it is clear that the U.S. economy will continue to support global growth," said Anirvan Banerji, director of research at ECRI.


It sounds like they are predicting growth to me, unless they don't disclose their lead times.

Mikey
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