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12-23-2005, 12:20 PM
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#21
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Recycles dryer sheets
Join Date: Jun 2002
Posts: 376
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Re: How's your YTD
10.5%
Cb
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12-23-2005, 02:07 PM
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#22
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Posts: 2,598
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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.
__________________
FIRE'd since 2005
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12-23-2005, 02:30 PM
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#23
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Thinks s/he gets paid by the post
Join Date: Sep 2005
Posts: 1,677
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Re: How's your YTD
7.9% on my 401k and 8.3% on other investments
__________________
Dogs aren't our whole lives, but they make our lives whole. - Roger Caras
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12-23-2005, 02:41 PM
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#24
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Thinks s/he gets paid by the post
Join Date: Feb 2003
Location: Nomadic in the Rockies
Posts: 2,720
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Re: How's your YTD
 Quote:
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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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12-23-2005, 04:34 PM
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#25
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Thinks s/he gets paid by the post
Join Date: Dec 2002
Posts: 3,875
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Re: How's your YTD
Quote:
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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.
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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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12-23-2005, 05:18 PM
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#26
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Full time employment: Posting here.
Join Date: Jun 2004
Location: Calgary
Posts: 805
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Re: How's your YTD
Anywhere between 24% and 30%...primarily in Canadian equity and Canadian small cap funds. 
__________________
I can only be nice to one person today! Today is not your day...tomorrow doesn't look good either.
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12-23-2005, 05:24 PM
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#27
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Thinks s/he gets paid by the post
Join Date: Oct 2004
Posts: 1,719
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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.
__________________
He had one of those rare smiles with a quality of eternal reassurance in it . . . It faced, or seemed to face, the whole external world for an instant and then concentrated on you with an irresistible prejudice in your favor. -- The Great Gatsby, F. Scott Fitzgerald
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12-23-2005, 06:33 PM
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#28
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Recycles dryer sheets
Join Date: Nov 2004
Posts: 283
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Re: How's your YTD
8.82% for our total portfolio YTD
JohnP
__________________
Dad's Dream; to have enough money someday to live the kind of life my wife and kids do...
Life is what happens while you are making other plans... John Lennon...
the more you look, the more you see...
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12-23-2005, 07:55 PM
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#29
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,021
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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%.
__________________
Numbers is hard
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12-23-2005, 08:36 PM
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#30
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Thinks s/he gets paid by the post
Join Date: Dec 2003
Posts: 1,375
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Re: How's your YTD
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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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12-23-2005, 08:44 PM
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#31
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Re: How's your YTD
Quote:
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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
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Yup, I am up 6.21%
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12-23-2005, 08:50 PM
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#32
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Thinks s/he gets paid by the post
Join Date: May 2005
Location: Portland
Posts: 1,713
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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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12-23-2005, 08:56 PM
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#33
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Re: How's your YTD
Quote:
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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
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So Jarhead did you sign up for the marines again? - I see you are no longer an Ex-Jarhead?
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12-23-2005, 11:12 PM
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#34
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Recycles dryer sheets
Join Date: Jul 2002
Posts: 422
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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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12-23-2005, 11:28 PM
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#35
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Thinks s/he gets paid by the post
Join Date: Dec 2003
Posts: 1,375
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Re: How's your YTD
Quote:
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Originally Posted by Cut-Throat
So Jarhead did you sign up for the marines again? - I see you are no longer an Ex-Jarhead?
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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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12-24-2005, 06:55 AM
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#36
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Thinks s/he gets paid by the post
Join Date: Dec 2002
Posts: 3,875
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Re: How's your YTD
Quote:
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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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12-24-2005, 07:50 AM
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#37
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Oct 2003
Posts: 5,105
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Re: How's your YTD
Quote:
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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 |
I agree - I haven't figured out my annual return.
I wonder if others have included working and other income in their annual returns?
__________________
Sometimes death is not as tragic as not knowing how to live. This man knew how to live--and how to make others glad they were living. - Jack Benny at Nat King Cole's funeral
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12-24-2005, 08:23 AM
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#38
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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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.
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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12-24-2005, 08:36 AM
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#39
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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 YTD
Quote:
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Originally Posted by dex
I wonder if others have included working and other income in their annual returns?
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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.
__________________
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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12-24-2005, 08:37 AM
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#40
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,071
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Re: How's your YTD
Quote:
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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.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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