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If You Haven't, Go Look at Your Account Balances
Old 06-06-2009, 08:19 AM   #1
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If You Haven't, Go Look at Your Account Balances

I hadn't looked at all since March 31st (I always review quarterly), just busy with other things and not concerned. Looked this morning for no particular reason and I'm up more than 14%. A little more encouraging than the past year or so.

Treat yourself.
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Old 06-06-2009, 08:48 AM   #2
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I saw mine yesterday while I was updating shares in M* portfolio tracker.
2009 YTD 8.8%, with AA reset to 40/60 in Jan 09
2008 -24%
Getting there...
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Old 06-06-2009, 08:49 AM   #3
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Definitely nice. I look at mine every day and it has been much more pleasant lately!

Now, if this would just continue for a while longer...
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Old 06-06-2009, 09:13 AM   #4
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I looked at ours about 4 days ago. Looking a lot better for sure. I decided to adjust our AA a bit from 65/35 to 55/45 as part of a pre-planned gradual move toward an eventual 40/60 AA come retirement time.
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Old 06-06-2009, 09:24 AM   #5
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Pleasantly surprised that the PF is higher than the day I retired (8/31/08).

I'll be buying a chunk of S&P index in the next week or so; every time I do that, the market dips. There may be a buying opportunity the day after I buy.
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Old 06-06-2009, 09:41 AM   #6
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Other than an occasional peek when I'm using the VG web site for something else, I do not regularly look at my numbers. Since the S&P is up about 5% YTD, I am probably in the black also. Don't plan on withdrawing the proceeds soon so it really does not make any sense to get too excited with today's balance. I'll do my annual rebalancing in December and tweak my AA as I deem necessary.
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Old 06-06-2009, 10:19 AM   #7
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Yes things are looking up. I am up 13.7% YTD after being down 29% in 2008. NW is up 10% from the pre-crisis high. I recovered 49% of what I lost from peak to through.
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Old 06-06-2009, 12:50 PM   #8
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Not sure how much I am up this year, but with 1/2 the portfolio in international investments that have outperformed the US market indexes, I'm probably well above 0% return for the year. I know from the bottom back in early March I am WAY up percentage wise and dollar wise. If things don't crash dramatically before June 30, this will be the best quarter ever for my net worth (which I only track quarterly). Hopefully we'll have a very active braggart thread on July 1 about how well our portfolios have done so far! See you there...
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Old 06-06-2009, 12:52 PM   #9
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I've almost recovered half of what I lost at the peak. Just now starting to rebalance back down to 60/40 which is my new target AA (was 70/30).
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"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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Old 06-06-2009, 02:23 PM   #10
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For the first time since January, I am looking at mine and I am up considerably(maybe 30 percent). I quit looking the first quarter because I thought it was better to sleep at night than know the ugly reality. I wasn't going to sell in any case, and the ostrich method made it easier to cope.
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Old 06-06-2009, 02:24 PM   #11
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Quote:
Originally Posted by FUEGO View Post
Hopefully we'll have a very active braggart thread on July 1 about how well our portfolios have done so far!
If our past history is any indication, that will be the sell signal...
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"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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Old 06-06-2009, 02:28 PM   #12
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I think this thread should be closed before we all regret posting to it...
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Old 06-06-2009, 02:45 PM   #13
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Quote:
Originally Posted by REWahoo View Post
I think this thread should be closed before we all regret posting to it...
Hear, hear !!!

I updated my figures end of month as usual and am up 4.11 ytd, compared to -16.25 for 2008. (35/65 mix)
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Old 06-06-2009, 03:11 PM   #14
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I updated my figures end of month as usual and am up 4.11 ytd, compared to -16.25 for 2008. (35/65 mix)
Just checked my 401K at Fido's web site -- +7.1% for 2009. And lest I jinx it, I'll shut up now.
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"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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Old 06-06-2009, 03:31 PM   #15
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Sell!
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Old 06-06-2009, 06:53 PM   #16
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I'm a millionaire again. One foot over the line.
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Old 06-06-2009, 06:59 PM   #17
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My 401k from 3 jobs back that is invested in 10% emerging markets and 90% b33v3r ch33s3 futur3s is up 120% YTD. It only comprises 1.7% of my portfolio and I don't have percentages on the rest of the portfolio, so I'm going to call it 120%. (Just foreshadowing the posts to come around July 1).

My current 401k actually says 9.8% return YTD. So somewhere between 120% and 9.8%.
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Old 06-06-2009, 07:23 PM   #18
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I look at mine once a month when I update my spreadsheet. Lately I haven't had to have a shot of JD before I look.
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Old 06-06-2009, 07:53 PM   #19
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I am up 6.7% YTD plus I am almost $10K less in debt (10 and 15 year mortgages pay off quick) and I had a lot of expenses this last 6 months. According to Vanguard the total stock market performance YTD is 6.8% and the S&P fund is 5.38% as of 6/05/09.
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Old 06-07-2009, 08:18 AM   #20
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Quote:
Originally Posted by ziggy29 View Post
If our past history is any indication, that will be the sell signal...
No, the sell signal is when Want2retire says "Wheeee!"
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