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Old 12-25-2011, 06:58 PM   #101
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-.48% for an 80/20 Portfolio
Still have 2 bond/tips funds to pay dividends early next week, so I should be at a breakeven for the year if the market doesn't move too much the last few days
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Old 12-25-2011, 07:15 PM   #102
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45/40/15 Equity/Bond/Cash +1.5% w/ 4 days to go. Oh well next week is another year.
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Old 12-25-2011, 07:37 PM   #103
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This year I rolled 401K into IRA in April so my calculations by FIDO aren't accurate for YTD. I also worked 3 months into this year and deposited $$ into 401K and Non-qualified account and haven't received these records yet. What I do know at this time is that my accounts minus deposits are (today) up approximately 6% higher than they were on January 1st.
On October 3rd, accounts were equal to January 1st amount and It has come back that much since then. Thank goodness!
But hey, the year isn't over yet. .......or....... Which will it be?
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Old 12-26-2011, 08:30 AM   #104
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+0.62% YTD as of today; slightly below the +0.77% YTD when this thread first started.

+1.08% for the last 12 months.

For 3 years (12/27/08 - 12/26/11) +12.0%

For 5 years (12/27/06 - 12/26/11) is +0.82%

I tend to look at the longer time horizons rather than any single year. I'm not ecstatic but I am happy that I didn't sell in 08 when the stuff was hitting the fan and sit out the rally like some friends did.
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Old 12-26-2011, 08:51 AM   #105
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I made out pretty good with dividend stocks like DUK, PFE, MO bringing up those CDs.
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How has your portfolio done in 2011?
Old 12-26-2011, 11:59 AM   #106
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How has your portfolio done in 2011?

Have been heavily over weighted in cash (some pretty good CD rates initiated before the interest rate scene fell apart,) so did OK. Up about 4.2% overall for the year.
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Old 12-26-2011, 02:50 PM   #107
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Just for grins, I just ran an average on everyone who has provided an overall YTD number so far, and it's +2.66%.

Considering the incredible volatility this year, that's not too shabby!
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Old 12-27-2011, 01:13 AM   #108
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I am +1.87% for the year with Wells Fargo Stable Return Fund M

Not only in the plus column but with no risk involved either. There's something to be said for a basic savings-type account.
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Old 12-27-2011, 09:04 AM   #109
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2.37% ytd for me, I'm satisfied considering my cash position (MM) is on the high side and has been for most of the year. I'm just as concerned going into 2012 and will most likely continue to hold a high cash position. I have yet another CD terminating in Feb, and only one decent yielding one remaining after that
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Old 12-27-2011, 10:03 AM   #110
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Through 12/23, - 0.29%; but I carry mutual fund income reinvestments as a cost.
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Old 12-27-2011, 04:05 PM   #111
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It's hard for me to tell exactly, like to anything closer than a percent, due to periodic additions & withdrawals. Within that error range, 0%.
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Old 12-30-2011, 04:49 PM   #112
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11.3 % for the Permanent Portfolio so no complaints. More interesting is where the returns came from (25% allocation to each fund):

VTI (Vanguard Total Stock Mkt) 0.93%
GLD (Spyder Gold ETF) 9.57%
SHY (iShares short term treasuries) 1.29%
TLT (iShares 20 yr. + treasuries) 33.56%
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Old 12-30-2011, 07:15 PM   #113
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Up 6.8% per Vanguard.

50/45/5
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Old 12-30-2011, 07:19 PM   #114
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Quote:
Originally Posted by kevink View Post
11.3 % for the Permanent Portfolio so no complaints. More interesting is where the returns came from (25% allocation to each fund):

VTI (Vanguard Total Stock Mkt) 0.93%
GLD (Spyder Gold ETF) 9.57%
SHY (iShares short term treasuries) 1.29%
TLT (iShares 20 yr. + treasuries) 33.56%
Another very good year for the Permanent Portfolio.
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Old 12-30-2011, 07:48 PM   #115
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That's a nice return for the ETF Permanent Portfolio! Are there any reliable long-term comparisons of an ETF approach vs. the PRPFX fund?

If the difference is not substantial, I'll probably stay lazy
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Old 12-30-2011, 08:03 PM   #116
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-6.5% on my vanguard account
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Old 12-30-2011, 08:15 PM   #117
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After withdrawals to fund the 66% of our annual expenses not covered by SS, our portfolio ended up 1.5% for the year.
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Old 12-30-2011, 09:02 PM   #118
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Still the same as I reported earlier: down 4.5% this year, plus 0.5% withdrawal for a total down of 5%.

Earlier this year, around May time, I was up 8%. Then, all hell broke loose! The difference of 12.5% then and now means quite a few years of living expenses. Easy comes easy goes, as they say.

Can't say I would do anything different if, instead of RV boondocking, I stayed home, glued to the TV watching CNBC or the congressional debacle.

Stay the course... Revenge will be mine in 2012.
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Old 12-30-2011, 09:04 PM   #119
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-6.1% Losses were predominantly attributable to positions in international equities and basic materials (mostly steel). I am hopeful for a better 2012.
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Old 12-30-2011, 09:23 PM   #120
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2011: 0.90%

Hope next year will better.
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