Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 06:34 AM   #21
Dryer sheet aficionado
 
Join Date: Oct 2006
Posts: 29
Re: How's your Asset Allocation holding up?


Just checked for the week and down 2.6%.
__________________

__________________
Lyle is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: How's your Asset Allocation holding up?
Old 03-03-2007, 07:25 AM   #22
Recycles dryer sheets
 
Join Date: Jul 2006
Posts: 151
Re: How's your Asset Allocation holding up?

I don't own any equities so naturally, I have few concerns about stock market gyrations. I am still in fixed income and real estate.
__________________

__________________
Hellbender
hellbender is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 08:51 AM   #23
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
cute fuzzy bunny's Avatar
 
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,697
Re: How's your Asset Allocation holding up?

Still up about 3% ytd.
__________________
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
cute fuzzy bunny is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 10:05 AM   #24
Recycles dryer sheets
 
Join Date: Oct 2004
Posts: 183
Re: How's your Asset Allocation holding up?

Checked today and I'm up 0.00%, actually out $10 , but it shows up as 0% since it's so small. So I'm back to Jan 1, not so bad I guess. I plan on hurrying up and do nothing. Just like my homemade wine, and me, I'll just let it age......Shredder
__________________
Shredder is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 10:13 AM   #25
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,471
Re: How's your Asset Allocation holding up?

Still up 0.5% YTD, but I'm halfway to where I need to rebalance my portfolio. Just need another nasty week or two, then I'll be rebalancing.

I'd love to see the S&P come down to the 1300-1325 range (gosh, we were there only last October!). I'm not sure we'll get it though.

Audrey
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 10:18 AM   #26
Recycles dryer sheets
 
Join Date: Feb 2005
Posts: 454
Re: How's your Asset Allocation holding up?

The past week cost my portfolio 4.1%, but it hasn't changed AA enough for me to do anything yet. If EM falls some more, I might add to it, probably taking from either commodity futures or TIPS, both of which are up since last purchase.

Quote:
Originally Posted by mickeyd
Have your FI funds done what you expected them to do ( you know, level out your ups/downs) or has your AA disappointed you once again?
Tips went up.

Megacap U.S. BRLIX didn't cushion much. But this was only a small bump in the market. In a more severe market, I'd hope megacap U.S. and/or a few other asset classes would fall significantly less than my average.

I'm not dissapointed. If my portfolio lost 40% (probably not in one week...) and everything other than FI fell about the same amount, I'd be dissapointed.
__________________
lazyday is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 10:29 AM   #27
Thinks s/he gets paid by the post
2B's Avatar
 
Join Date: Mar 2006
Location: Houston
Posts: 4,330
Re: How's your Asset Allocation holding up?

I had posted on another thread that I was down a few dollars YTD. I did my Quicken update and realized I had deleted an account from my performance calculation. Now it says I'm up 1.8% YTD. When I check my NAV for the year, it agrees so it looks like I'm still on the winning side for this year (so far ). This return does include substantial dividends from SPY and DODFX that officiallly paid in 2007. You can question whether that is "true 2007 return" but I don't include it in the 16.8% return for 2006.

My asset allocation is 5% cash/25% foreign/15% US small/55% US large. Yes, it looks light on fixed but there are other assets that would make it about 30% fixed.
__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
2B is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-03-2007, 11:37 AM   #28
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
mickeyd's Avatar
 
Join Date: Apr 2004
Location: South Texas~29N/98W
Posts: 5,881
Re: How's your Asset Allocation holding up?

I have no idea if I'm up or down YTD. I only check once a year in January so I can view my results with a more long term perspective. Short term noise has never affected, nor interfered, with my nest-egg. That said, as I'm about 60/40, I suppose that I'm down a bit YTD like many of you seem to be.
__________________
Part-Owner of Texas

Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx

In dire need of: faster horses, younger woman, older whiskey, more money.
mickeyd is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-04-2007, 10:26 PM   #29
Thinks s/he gets paid by the post
Spanky's Avatar
 
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,046
Re: How's your Asset Allocation holding up?

Nearly all gains have been obliterated - gone in smoke.

Let's hope for a better week.
__________________
May we live in peace and harmony and be free from all human sufferings.
Spanky is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-04-2007, 10:29 PM   #30
Thinks s/he gets paid by the post
 
Join Date: Sep 2006
Posts: 1,690
Re: How's your Asset Allocation holding up?

Yen carry trades are proving to have some difficulty in unwinding. Darn globalism.

I became so negative on the market in January that I violated my own rule of a minimum equity investment of 25% and went to 0% equities, so this is having no financial impact on me yet. It is very early to be worried as we are only 5 percent from the market top. But it is evident that many are nervous.... US fundamentals are really not very good. The 1 year negative 8 percent drop in the average US house is I think contributing to the nervousness in general.
__________________
Running_Man is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-05-2007, 03:23 AM   #31
Full time employment: Posting here.
 
Join Date: Mar 2005
Posts: 699
Re: How's your Asset Allocation holding up?

Quote:
Originally Posted by Running_Man
Yen carry trades are proving to have some difficulty in unwinding. Darn globalism.
They seem to be doing a pretty good job of unwinding at the moment...
But with only a quarter percent increase in interest rate, the BOJ still has
a long way to go to normalize rates with the rest of the world. And they will probably take it pretty slowly, so it may be a long, slow unwinding. Bitter medicine, but it probably needs to be taken.
__________________
bpp is offline   Reply With Quote
Re: How's your Asset Allocation holding up?
Old 03-05-2007, 08:18 AM   #32
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Moemg's Avatar
 
Join Date: Jan 2007
Location: Sarasota,fl.
Posts: 10,035
Re: How's your Asset Allocation holding up?

Wiped out all my profits for the year .I have a 85/15 portfolio and I still manage to sleep at night .
When this settles down I'll re balance to something a little less risky .I was snorkeling in the Bahamas when this drop happened and was blissfully unaware of the markets tumble .What Luck !
__________________

__________________
Moemg is offline   Reply With Quote
Reply

Tags
Asset Allocation


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Asset Allocation: Effective but not feasible? Hillbilly FIRE and Money 20 04-28-2007 11:02 PM
Asset Allocation Question - Deferred Compensation b3bobster FIRE and Money 1 11-06-2006 04:51 PM
Retiree Asset Allocation WilliamG FIRE and Money 37 08-29-2006 11:14 PM
Asset Allocation AV8 FIRE and Money 17 02-25-2006 08:13 PM

 

 
All times are GMT -6. The time now is 06:39 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.