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06-07-2009, 08:21 AM
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#21
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
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Irrational exuberance.
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
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06-07-2009, 09:03 AM
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#22
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,468
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The best kind of exuberance!
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Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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06-07-2009, 11:05 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: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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Yep, some definite improvements and a significant recovery! Up 9.35% YTD and down only 24% from peak value in Oct 2007 as opposed to being down 40% from peak in March! I'm hoping (knock on wood!!!!) to rebalance soon and take some profits as my asset allocation has changed significantly since I rebalanced on Jan 15.
Audrey
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06-07-2009, 11:41 AM
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#24
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2007
Posts: 7,746
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I know I have a higher portfolio value now than I have ever recorded at the end of any quarter (but that total includes new contributions too). Maybe not higher than the all time intraquarter highs that I don't keep track of.
And my emerging market index fund that I have been accumulating for a few years is back in black at this point. All those EM purchases in late 2008 are up close to 100% at this point, and I'm fairly overweighted in EM versus my target asset allocation (11% versus target 9%). May trim back the allocation some if it goes up much more.
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06-07-2009, 01:31 PM
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#25
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Moderator Emeritus
Join Date: May 2007
Posts: 12,890
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After drilling down a bit, I found out that DW's company stock holdings show a YTD increase of 305% (XIRR). It represents only 4% of our NW. Her company stock had fallen almost 90% from peak to trough (ouch!) so it is exciting to see it move in a direction other than down...
This is a plot showing portfolio value = f(time):
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06-07-2009, 01:37 PM
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#26
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Thinks s/he gets paid by the post
Join Date: Dec 2007
Posts: 4,764
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Quote:
Originally Posted by FUEGO
I know I have a higher portfolio value now than I have ever recorded at the end of any quarter (but that total includes new contributions too). Maybe not higher than the all time intraquarter highs that I don't keep track of.
And my emerging market index fund that I have been accumulating for a few years is back in black at this point. All those EM purchases in late 2008 are up close to 100% at this point, and I'm fairly overweighted in EM versus my target asset allocation (11% versus target 9%). May trim back the allocation some if it goes up much more.
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Yeah my EM target is 10% its almost 13 now. If it continues its tear I may need to do something about it.
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06-07-2009, 02:49 PM
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#27
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2006
Posts: 12,880
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Quote:
Originally Posted by FIREdreamer
This is a plot showing portfolio value = f(time):
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I'm not clear on how you got that big surge at the end. Surely the 4% of company stock doesn't make that big of a difference. Mine, from the same period, isn't as pretty:
__________________
Al
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06-07-2009, 03:40 PM
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#28
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Moderator Emeritus
Join Date: May 2007
Posts: 12,890
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Quote:
Originally Posted by TromboneAl
I'm not clear on how you got that big surge at the end. Surely the 4% of company stock doesn't make that big of a difference. Mine, from the same period, isn't as pretty:
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I think it has a lot to do with the fact that you are retired (IIRC) and I am not. The surge can mostly be explained by new contributions that went almost exclusively into stocks since October, plus rebalancing in November.
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06-07-2009, 04:02 PM
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#29
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Recycles dryer sheets
Join Date: May 2007
Posts: 444
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Yay! I'm back to less than 20% off of my all time high!
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06-07-2009, 04:03 PM
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#30
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Thinks s/he gets paid by the post
Join Date: Dec 2007
Posts: 4,764
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Watch for the head fake and a crash this winter.
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