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If You Haven't, Go Look at Your Account Balances
06-06-2009, 08:19 AM
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#1
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,148
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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.
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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06-06-2009, 08:48 AM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,037
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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...
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
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06-06-2009, 08:49 AM
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#3
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,468
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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...
__________________
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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06-06-2009, 09:13 AM
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#4
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Full time employment: Posting here.
Join Date: Jan 2008
Posts: 649
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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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"There is no dignity quite so impressive, and no independence quite so important, as living within your means." Calvin Coolidge
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06-06-2009, 09:24 AM
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#5
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Moderator Emeritus
Join Date: Jun 2007
Location: At The Cafe
Posts: 6,873
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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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06-06-2009, 09:41 AM
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#6
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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: 6,668
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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.
__________________
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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06-06-2009, 10:19 AM
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#7
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Moderator Emeritus
Join Date: May 2007
Posts: 12,890
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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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06-06-2009, 12:50 PM
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#8
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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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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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06-06-2009, 12:52 PM
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#9
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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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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).
__________________
"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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06-06-2009, 02:23 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Mar 2009
Location: Pittsburgh, PA suburbs
Posts: 1,796
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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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06-06-2009, 02:24 PM
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#11
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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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Quote:
Originally Posted by FUEGO
Hopefully we'll have a very active braggart thread on July 1 about how well our portfolios have done so far!
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If our past history is any indication, that will be the sell signal...
__________________
"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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06-06-2009, 02:28 PM
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#12
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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: 50,000
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I think this thread should be closed before we all regret posting to it...
__________________
Numbers is hard
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06-06-2009, 02:45 PM
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#13
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,021
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Quote:
Originally Posted by REWahoo
I think this thread should be closed before we all regret posting to it...
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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)
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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06-06-2009, 03:11 PM
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#14
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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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Quote:
Originally Posted by Alan
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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Just checked my 401K at Fido's web site -- +7.1% for 2009. And lest I jinx it, I'll shut up now.
__________________
"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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06-06-2009, 03:31 PM
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#15
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Moderator Emeritus
Join Date: Feb 2004
Location: minnesota
Posts: 13,228
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Sell!
__________________
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No more lawyer stuff, no more political stuff, so no more CYA
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06-06-2009, 06:53 PM
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#16
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Full time employment: Posting here.
Join Date: Aug 2006
Posts: 564
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I'm a millionaire again. One foot over the line.
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06-06-2009, 06:59 PM
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#17
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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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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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06-06-2009, 07:23 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2006
Location: Collin County, TX
Posts: 9,293
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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.
__________________
There's no need to complicate, our time is short..
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06-06-2009, 07:53 PM
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#19
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2006
Posts: 7,733
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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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06-07-2009, 08:18 AM
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#20
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Full time employment: Posting here.
Join Date: Jan 2008
Posts: 649
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Quote:
Originally Posted by ziggy29
If our past history is any indication, that will be the sell signal...
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No, the sell signal is when Want2retire says "Wheeee!"
__________________
"There is no dignity quite so impressive, and no independence quite so important, as living within your means." Calvin Coolidge
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