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Re: How's your Asset Allocation holding up?
03-03-2007, 05:34 AM
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#21
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Dryer sheet aficionado
Join Date: Oct 2006
Posts: 29
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Re: How's your Asset Allocation holding up?
Just checked for the week and down 2.6%.
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Re: How's your Asset Allocation holding up?
03-03-2007, 06:25 AM
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#22
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Recycles dryer sheets
Join Date: Jul 2006
Posts: 153
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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.
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Hellbender
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Re: How's your Asset Allocation holding up?
03-03-2007, 07:51 AM
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#23
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,708
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Re: How's your Asset Allocation holding up?
Still up about 3% ytd.
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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.
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Re: How's your Asset Allocation holding up?
03-03-2007, 09:05 AM
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#24
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Recycles dryer sheets
Join Date: Oct 2004
Posts: 295
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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
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Re: How's your Asset Allocation holding up?
03-03-2007, 09:13 AM
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#25
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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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
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Retired since summer 1999.
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Re: How's your Asset Allocation holding up?
03-03-2007, 09:18 AM
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#26
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Recycles dryer sheets
Join Date: Feb 2005
Posts: 454
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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?
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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.
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Re: How's your Asset Allocation holding up?
03-03-2007, 09:29 AM
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#27
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 4,337
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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
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Re: How's your Asset Allocation holding up?
03-03-2007, 10:37 AM
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#28
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2004
Location: South Texas~29N/98W Just West of Woman Hollering Creek
Posts: 6,674
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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.
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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.
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Re: How's your Asset Allocation holding up?
03-04-2007, 09:26 PM
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#29
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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Re: How's your Asset Allocation holding up?
Nearly all gains have been obliterated - gone in smoke.
Let's hope for a better week.
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May we live in peace and harmony and be free from all human sufferings.
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Re: How's your Asset Allocation holding up?
03-04-2007, 09:29 PM
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#30
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 2,844
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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.
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But then what do I really know?
https://www.early-retirement.org/forums/f44/why-i-believe-we-are-about-to-embark-on-a-historic-bull-market-run-101268.html
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Re: How's your Asset Allocation holding up?
03-05-2007, 02:23 AM
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#31
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Full time employment: Posting here.
Join Date: Mar 2005
Posts: 699
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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.
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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.
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Re: How's your Asset Allocation holding up?
03-05-2007, 07:18 AM
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#32
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Gone but not forgotten
Join Date: Jan 2007
Location: Sarasota,fl.
Posts: 11,447
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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 !
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