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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
Old 07-29-2005, 06:43 AM   #21
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.

YTD is 6%.
stock bond cash
61.48% 32.81% 5.71%

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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
Old 07-29-2005, 07:36 AM   #22
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.

Good job Spanky!

I'm 4.2% YTD

Leaders are VWELX, VGSIX, VEXMX, VFINX, VEIEX
Laggers are VIPSX, VWEHX


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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
Old 07-29-2005, 08:15 AM   #23
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.

Oh yeah! Yo moma dresses you funny!

Well - how much real money is your portfolio producing in contrast to will o the wisp market fluctuation.

The Norwegian widow wants an answer.

He, he - working on second cup and a honeybun.

2.9% on an annualized basis - not counting individual stocks.
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
Old 07-29-2005, 02:49 PM   #24
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.

This is about 80% of my holdings in IRA & Roth IRA. All Vanguard unless specified. Have not rebalanced in a while. Send dividends to MMF for redistribution once a year or so. (Haven't figured out how to represent tables here yet.)

Overall performance since Jan 1 = 6.8%

Fund name, symbol, % of portfolio:

Fed MMF (since moved to Fidleity Canada fund, FICDX),
VMFXX, 5.2%
500 Index Fund, VFINX, 10.1%
International Value Fund, VTRIX, 11.6%
Small-cap Index Fund, NAESX, 12.2%
Health Care Fund, VGHCX, 10.5%
REIT Index Fund, VCSIX, 12.8%
Emerging Markets Stock Index Fund, VEIEX, 14.0%
Small-cap Value Index Fund, VISVX, 12.7%+0.4%
Mathews Asian Growth & Income Fund, MACSX, 10.2%
Extended Market Index, VEXMX, 0.4%

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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
Old 07-29-2005, 02:53 PM   #25
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.

Peter, thanks for the response, did not incorporate everything, but using some of your tips I think I'm actually over 4% up YTD, new principle was diluting returns. Muchas Gracias!

Anyone else feeling a little nervous with S&P hitting 4 year highs?
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.
Old 07-30-2005, 10:38 AM   #26
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Re: How is your Mutual Fund portfolio doing? 6 months into 2005.

"Anyone else feeling a little nervous with S&P hitting 4 year highs?"

Nope. I am
a) diversified, and
b) in for the long haul.

"The market will fluctuate."

We get back to personal tolerance for risk. Expect the market to lose value from time to time, historically for periods up to 10 years at a time. Less Antman argues that a properly chosen 50/50 US/international equities portfolio will recover in not more than about 5 years (he later stretched it a little to ~ 5.5 years). This is one argument for a bond ladder for annual expenses that spans periods of negative return, say 5 years. This is also why one should not invest in equities with money that will be needed in less than ten years. Also, for keeping withdrawal rates low so as not to drain thhe bucket before the rains can fill it up again; keep WR not more than the SWR [whatever you think that might be].

I used to freak out when my mutual funds would drop 10% (e.g., Magellan once). It took a while to develop the nerves of steel (coming from the confidence that the markets will recover--eventually).

Just my point of view.

Ed
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