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Re: How's your YTD
Old 12-23-2005, 01:20 PM   #21
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Re: How's your YTD

10.5%

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Re: How's your YTD
Old 12-23-2005, 03:07 PM   #22
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Re: How's your YTD

15% on the real estate (75% of the wad)

~2% on the rest

Glad to see all the double digit % returns when the DOW is a push for the year.
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Re: How's your YTD
Old 12-23-2005, 03:30 PM   #23
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Re: How's your YTD

7.9% on my 401k and 8.3% on other investments
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Re: How's your YTD
Old 12-23-2005, 03:41 PM   #24
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Re: How's your YTD

Quote:
Originally Posted by ronin
I'm hoping for a nice performance bonus from my wife. :
If you get the bonus we look forward to your performance tips!
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Re: How's your YTD
Old 12-23-2005, 05:34 PM   #25
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Re: How's your YTD

Quote:
Originally Posted by tryan
15% on the real estate (75% of the wad)

~2% on the rest

Glad to see all the double digit % returns when the DOW is a push for the year.
Around 4.5% to 5% on short term or very conservative stuff.
7%+ on junk and Hi-yield.
Real estate? Not sure, but it is way up, I do know that.

JG
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Re: How's your YTD
Old 12-23-2005, 06:18 PM   #26
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Re: How's your YTD

Anywhere between 24% and 30%...primarily in Canadian equity and Canadian small cap funds.
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Re: How's your YTD
Old 12-23-2005, 06:24 PM   #27
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Re: How's your YTD

I'm up pretty nicely on my funds, although I can't give exact numbers until I take into account the distributions I've received in the last few weeks. I'll update in January.
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Re: How's your YTD
Old 12-23-2005, 07:33 PM   #28
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Re: How's your YTD

8.82% for our total portfolio YTD

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Re: How's your YTD
Old 12-23-2005, 08:55 PM   #29
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Re: How's your YTD

For me this was a transition year going from the working world :P to retirement . I was very conservatively invested as I rolled over my 401k to an IRA and I'm up only a little over 5%.
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Re: How's your YTD
Old 12-23-2005, 09:36 PM   #30
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Re: How's your YTD

Quote:
Originally Posted by REWahoo!
For me this was a transition year going from the working world :P to retirement .* I was very conservatively invested as I rolled over my 401k to an IRA and I'm up only a little over 5%.
ReWahoo: Don't feel bad. You're probably the only one on this thread that told the truth.

Jarhead

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Re: How's your YTD
Old 12-23-2005, 09:44 PM   #31
 
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Re: How's your YTD

Quote:
Originally Posted by Jarhead*
ReWahoo: Don't feel bad. You're probably the only one on this thread that told the truth.

Jarhead

Yup, I am up 6.21%
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Re: How's your YTD
Old 12-23-2005, 09:50 PM   #32
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Re: How's your YTD

ReWahoo: Don't feel bad. You're probably the only one on this thread that told the truth

Exactly what i was thinking. First liar doesn't have a chance. LOL

6.04%

Mostly Vanguard Total Stock Mrkt
Little Janus Venture
Little Kauffman Fund
and a little McDonalds
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Re: How's your YTD
Old 12-23-2005, 09:56 PM   #33
 
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Re: How's your YTD

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Originally Posted by Jarhead*
ReWahoo: Don't feel bad. You're probably the only one on this thread that told the truth.

Jarhead

So Jarhead did you sign up for the marines again? - I see you are no longer an Ex-Jarhead?
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Re: How's your YTD
Old 12-24-2005, 12:12 AM   #34
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Re: How's your YTD

Without having looked at peoples portfolios in detail I think the overall better performance here compared to the US large cap market is clearly that almost ALL of us diversify more - and that paid of this year.

Just buying VTI(tot US) up about 8% ytd would have given us an advantage of about 1.5% this year as compared to the SP500. EFA(for. developed) is up 12% YTD and VWO(EM) up 32% so a simple portfolio like: 50% VTI, 25% EFA and 25% VWO would have done 15% YTD.

Naturally the fixed income portion wil then reduce the 15% YTD return some depending on % split.

Many of us in addition hold small caps/commodities/reits Etc. that has done well too.

Cheers!
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Re: How's your YTD
Old 12-24-2005, 12:28 AM   #35
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Re: How's your YTD

Quote:
Originally Posted by Cut-Throat
So Jarhead did you sign up for the marines again? - I see you are no longer an Ex-Jarhead?
Cutthroat: Hope to hell they aren't that hard-up, or we're in big trouble.

Somehow, my Ex-Jarhead got a "Guest" rating. (Not sure how that happened, but tried everything I knew how to do, and couldn't get it back, so I re-signed as Jarhead. Ex-Jarhead already taken.

By the way, regarding your return, I did the best I could for you by selling you some of my Reits a little over a year and a half ago.
Are you still holding?

Regards, Jarhead, formerly Ex-Jarhead, and formerly Jarhead. I'm coming back as Jughead if I lose it again.
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Re: How's your YTD
Old 12-24-2005, 07:55 AM   #36
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Re: How's your YTD

Quote:
Originally Posted by Jarhead*
Cutthroat:* Hope to hell they aren't that hard-up, or we're in big trouble.

Somehow, my Ex-Jarhead got a "Guest" rating.* (Not sure how that happened, but tried everything I knew how to do, and couldn't get it back, so I re-signed as Jarhead.* Ex-Jarhead already taken.

By the way, regarding your return, I did the best I could for you by selling you some of my Reits a little over a year and a half ago.*
Are you still holding?*

Regards, Jarhead, formerly Ex-Jarhead, and formerly Jarhead.* I'm coming back as Jughead if I lose it again.
Hey guys. That happened to me. Lost John Galt and had to reup
under a new moniker.
My DW signed me on as MRGALT2U without consulting me.
I kind of like it now.

JG
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Re: How's your YTD
Old 12-24-2005, 08:50 AM   #37
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Re: How's your YTD

Quote:
Originally Posted by Jarhead*
ReWahoo: Don't feel bad. You're probably the only one on this thread that told the truth.
Jarhead
I agree - I haven't figured out my annual return.
I wonder if others have included working and other income in their annual returns?
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Re: How's your YTD
Old 12-24-2005, 09:23 AM   #38
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Re: How's your YTD

From my 401k web site:

How is Your Rate of Return calculated?
Normally, you analyze an investment based on its Beginning Balance, its Ending Balance, and the schedule of Cash Flows between these 2 balances. Your Rate of Return is calculated as the Rate of Return for your particular Beginning Balance, Ending Balance, and schedule of Cash Flows. A compound daily rate of return is computed by testing different rates until one is found that increases (or reduces in the case of a loss) your beginning balance and all of your cash-flows to equal your ending balance within 0.00000000001%. Then the actual account performance during the investment period is calculated.
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Re: How's your YTD
Old 12-24-2005, 09:36 AM   #39
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Re: How's your YTD

Quote:
Originally Posted by dex
I wonder if others have included working and other income in their annual returns?
I didnt, but adding in my wifes income would have added another 3-3.5% to the pot.

I figured it by adding up all the dividends/interest paid out, keeping that separate as we spent or will spend it eventually, and the rest by the straight dollar/percentage appreciation of my vanguard funds.
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Re: How's your YTD
Old 12-24-2005, 09:37 AM   #40
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Re: How's your YTD

Quote:
Originally Posted by REWahoo!
For me this was a transition year going from the working world :P to retirement .* I was very conservatively invested as I rolled over my 401k to an IRA and I'm up only a little over 5%.
I'm conservative as well. 6.5% as of this morning. My commodity fund gave me a little boost otherwise I would be around 6%. Not gonna get rich but if I could average 6-8% in the future, I won't be unhappy.
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