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Old 01-04-2012, 05:03 PM   #181
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I used what was on the Quicken YTD investment performance report that I ran.
Fine. I also have Quicken. I still beat you at 481%.
It appears Quicken uses calendar days rather than trading days, and since there was only 1 trading day between 1/1/2012 and 1/3/2012, it miscounts the number of trading days in a year, and "underestimates" my superior portfolio return.
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Old 01-04-2012, 05:39 PM   #182
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I tried to recalc the return and even with calendar days I got close, but not the same result. I suspect over a longer period of time it works out but I am curious as to the calculation in the report.

Well it is still early - way too early to declare ourselves investing geniuses. Slow and steady wins the race.
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Old 01-04-2012, 05:53 PM   #183
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Of course I knew you were joking. ;-)

As I own individual stocks (around 100), price movements of each position, up as well as down of course, as high as 5% or even 10% a day are common. I reported earlier that some of my mining stocks, large caps at that, popped 7% on Jan 3.

That's one main reason I like to own individual stocks. If one owns an index or even a mutual fund (except sector MFs or ETFs), he will not see the individual price movements of the components. I find that interesting, to see large institutional investors moving in/out of certain stocks, how they behave according to the news. Little investors would not be able to move prices like that. I do not day trade, by the way.

Even when the stock daily movements are averaged out over my entire portfolio which includes sleepy stuff, I often experience twice the fluctuations of the S&P, due to high-beta stocks. That comes with the turf I play in.
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Old 01-04-2012, 09:17 PM   #184
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OK...I'll play...

2007 - 18.5
2008 - (34.3)
2009 - 36.5
2010 - 16.9
2011 - (2.4)

That looks like a wild ride to me
Update...2011 actually ended up 1.8%, so there was some upward action in December. I have no idea what 2012 will bring, but I'll just keep my allocations where they are supposed to be.
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Old 01-05-2012, 11:42 AM   #185
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Essentially flat!

So the value of the portfolio is down by the amount we spent last year.
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Old 01-05-2012, 11:48 AM   #186
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-2% for 2011. TIPS and Wellesley high performers. VFWIX (Intl Index) the low performer.
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Old 01-05-2012, 03:42 PM   #187
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Strike my previous answer; numbers is hard...

2008 - (21.7%)
2009 - 26.4%
2010 - 11.5%
2011 - 1.2%
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Old 01-05-2012, 06:57 PM   #188
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After updating for dividend reinvestments, and cash dividends through year-end 2011 = + 0.50%,
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Old 01-05-2012, 08:26 PM   #189
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-.43 %
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Old 01-05-2012, 11:41 PM   #190
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Vanguard: 3.8%
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Total portfolio up about 5% last year.
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Old 01-06-2012, 07:38 AM   #191
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Final results in for 2011, includes reinvested money:

2008 -18.8%
2009 18%
2010 11.2%
2011 3.8%

Retired in 08, Wellesley/Star has been working well in DWs IRA, better than the 2/3 of my IRA in index funds which did better than the 1/3 of my IRA I manage myself.
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Old 01-06-2012, 12:54 PM   #192
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My results are in:

Total return 4.1%

Approx 1/3 stocks, 1/3 bonds, 1/3 cash
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Old 01-06-2012, 05:40 PM   #193
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Final 2011 results
IRA 1.76% (no withdrawals)
Non retirement accounts 4.01% Plus living in a Hawaii for a year without working

I guess in 2012 I should finally track living expenses.
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Old 01-07-2012, 08:45 AM   #194
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I can almost tell which of you had substantial foreign investments and which didn't:
if your return >2%, you at little international exposure
if your return <2%, you had over 25% international exposure
and then there is those in between...
TJ
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Old 01-07-2012, 02:16 PM   #195
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At -4.5% return, I have not just foreign stocks, but also cyclical stocks, like basic materials and natural resources. At some point, the world economy will pick up again, right?
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Old 01-07-2012, 02:52 PM   #196
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Annualized returns. Top line is DOW index closing values. Other lines are percentages.
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File Type: jpg Pflo1112.jpg (186.2 KB, 16 views)
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Old 01-07-2012, 04:08 PM   #197
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At -4.5% return, I have not just foreign stocks, but also cyclical stocks, like basic materials and natural resources. At some point, the world economy will pick up again, right?
I'm pretty sure that either it will pick up, or stay the same.... or it will get WORSE.

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Old 01-07-2012, 04:27 PM   #198
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We will meet together in a thread like this next year to compare notes.

Revenge will be mine! And that's a promise.
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Old 01-07-2012, 04:35 PM   #199
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I guess I may keep working part-time a bit longer. In case W2R gets her wishes (thought she's a Wh** person?), stocks will get cheaper, and I will be accumulating more, while full retirees will be shaking in their boots or tennis shoes, or whatever... See my signature line.
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Old 01-07-2012, 04:37 PM   #200
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I guess I may keep working part-time a bit longer.
JOMY rides again.
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