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Let's brag about mid-year Performance
Old 07-03-2007, 02:02 PM   #21
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Let's brag about mid-year Performance

YTD Return 9.63%

Domestic Stocks 44.45%
Foreign Stocks 34.38%
Bonds 10.98%
Short-term 9.67%
Other 0.53%

Knock on wood...
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Old 07-03-2007, 02:56 PM   #22
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I'm with you there. I have definately under-performed the market this year. Berkshire, REITs, JNJ, etc have not done well. Of course, the REITs are why I've done so well over the past few years, so I guess I have to take the good with the bad



Quote:
Originally Posted by cardude View Post
No bragging here............5.78%

90% equities
10% cash/bonds

My biggest position, Berkshire, has gone nowhere for the first 6 months of the year.
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Old 07-03-2007, 03:52 PM   #23
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YTD: 9.8%

Allocation:
International 36.12%
Target Retirement: 5.75%
Small Cap Value: 19.39%
Mid Cap Value: 19.10%
Large Cap Value: 19.29%
REIT: 0.14%

Note: About 97% of my portfolio is in indexed funds.
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Old 07-03-2007, 04:17 PM   #24
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Quote:
Originally Posted by bright eyed View Post
Ok, I really suck at math - can someone tell me how to calculate it (type real slow like, ya hear?)

balance on 12/31/06 was 44,884
deposits thru 12/31 was 37,220

balance on 7/2/07 is 53,744
deposits thru 7/2 42,320
from 1/1/07 to 7/2/7:
53744-44884-(42320-37220)/44884
which is 8.4% (x 100 to get %)
this is a estimate because it assumes all your deposits were on
7/2/7, some of that 8.4% is from your deposits, but its close
enough.

For most of the diversified portfolios fall in the 8-9% range
myself included, my avg from 1/92-1/07 has been 13.6%, S&P
for same period has been ~8.5%, to give you an idea what a
plain index fund portfolio can do compared with S&P
TJ
BTW, during hard times, that number can be negative, so
instead of % gain, its % lost.
Remember, for comparison, thats for only 6 months, now for
homework, go back and calculate your gains/losses for previous
years.
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Old 07-03-2007, 04:46 PM   #25
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OK, no % here, but I sold about 1/2 my "play money" (speculative small caps) some weeks ago, just before the recent drop in the market. I've had to raid my stock fund twice in the past year: once to raise cash to pay off a car loan, latest to raise cash for two separate legal actions. Life would be a lot easier if I can get all the loot from one of the family trusts..."which is exactly what some of the latest money is earmarked for" he said darkly
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Old 07-03-2007, 04:53 PM   #26
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Well lets see...the house I bought is up 8% in the three months since I bought it.

The rest of it is up about 9.28% YTD.
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Old 07-03-2007, 05:10 PM   #27
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Oh, that kind of performance.

Whatever the S&P did, minus a few basis points for the nice folks in Malvern, PA.

2Cor521
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Old 07-03-2007, 05:11 PM   #28
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"Well lets see...the house I bought is up 8% in the three months since I bought it."

My house is only up 5.25%*. In the last 30 days! Ha! That's 85% on an annual basis. Beat that silly index fund investors!**


*according to zillow.com, which is slightly more useful than an 11 millimeter long centimeter.

**sarcasm. I don't really care if you can beat an annualized rate of 85%/yr during 1 month.
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Old 07-03-2007, 05:16 PM   #29
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Quote:
Originally Posted by teejayevans View Post
this is a estimate because it assumes all your deposits were on
7/2/7, some of that 8.4% is from your deposits, but its close
enough.
thanks teejayevans!

that was the factor i was wondering about, but i guess it's not that big a deal.

my REIT is diving... was hovering flat for a while, now it's neg 4% in the last month and i think more over the past 3 mths. but that ain't nothin compared to the neg %'s i saw when i started contributing, in 2001 ha!

otherwise i'm split between large, mid and small value index funds and int'l...

i'm young so i'm just sitting tight for now... buy low buy low right? :confused:
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Old 07-03-2007, 05:17 PM   #30
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Awww, i'm just going by the sales price last month of the exact same model house, in worse current condition, on a lousy smaller lot of land that sold for 8% more than I paid and have invested in the place.

Now, another one on an even LOUSIER lot is listed at 13.5% more than I have in the place. So my return might go up quite a bit in a month or two...
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Old 07-03-2007, 06:22 PM   #31
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7.53% I'm in an L2040 Lifecycle Fund. I'm going to do some rearranging next week to get more international exposure. Gotta do better than that.
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Old 07-03-2007, 06:42 PM   #32
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Quote:
Originally Posted by martyb View Post
7.53% I'm in an L2040 Lifecycle Fund. I'm going to do some rearranging next week to get more international exposure. Gotta do better than that.
fyi: REITs were number 1 performing class last year, and been in top
1 or 2 for last 5 out of 6 years.
There is probably a lot of people that said the same thing you did about
REITs .
International has been 1 or 2 for last 4 years.
caveat emptor.
TJ
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Old 07-03-2007, 07:35 PM   #33
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I do not have all of the numbers yet (missing a statement). But... It looks like approx 10%.
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Old 07-03-2007, 07:59 PM   #34
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14.7% YTD...92% domestic stocks, and 4% foreign...4% misc...never checked it until today.
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Old 07-03-2007, 08:58 PM   #35
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15.4% YTD in my 401(K)

Holdings:
45% Domestic Equities
50% Foreign Equities
4% Short Term
1% Other

(DW's 403(B) is all Bonds. Not sure on her return yet.)
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Old 07-03-2007, 09:23 PM   #36
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through 7/3 ... 8.17%, 64.7% equities
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YTD performance
Old 07-03-2007, 09:39 PM   #37
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YTD performance

In 401K, 12.1%
64% Domestic Stocks
23% Foreign Stocks
7% Bonds
6% Short Term
Not bad so far! I'll take it.
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Old 07-03-2007, 10:08 PM   #38
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I have a question,

which return do you guys report? The actual YTD (%) return or the Average annual return (%) YTD? Depending on where you get your data from (Quicken, mutual fund company, FA's statement...), the numbers reported might not be comparable.
My overall YTD (%) return is 8.2% but my Average annual return (%) YTD is 13.5%. I know the difference between the two, but which one are we using on this board?
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Old 07-03-2007, 10:33 PM   #39
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Quote:
Originally Posted by FIREdreamer View Post
I have a question,

which return do you guys report? The actual YTD (%) return or the Average annual return (%) YTD? Depending on where you get your data from (Quicken, mutual fund company, FA's statement...), the numbers reported might not be comparable.
My overall YTD (%) return is 8.2% but my Average annual return (%) YTD is 13.5%. I know the difference between the two, but which one are we using on this board?
I hope everybody is reporting the YTD, that is up to today, AND NOT THE ANNUALIZED %age which is an extrapolation of the last 6 months.

FarmerEd, ExtinctBird, and Dessert: Your numbers are truly impressive. Congrats.

Quote:
Originally Posted by SecondCor521 View Post
Oh, that kind of performance.
2Cor521
Feel free to start another thread bragging about the other kind of performance. It should be entertaining!
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Old 07-04-2007, 03:48 AM   #40
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I guess some here won't believe me, but 1H return is 71%

about 90% is in HK. Mostly micro and nano caps. Big exposure to real estate stocks.

10% is in micro and nano caps in the US

I was very lucky this year. In the future I aim to 20-30% a year
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