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Let's brag about mid-year performance!
Old 07-03-2007, 12:37 AM   #1
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Let's brag about mid-year performance!

9% YTD. Yeah!!!

How did you do?
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Old 07-03-2007, 06:28 AM   #2
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OK, if you do this, you must tell us what your benchmark did. If you were invested mostly in foreign, mid caps, emerging markets and no fixed income, then 9% is piss-poor. If you were 50% equites and 50% bonds, then 9% is fantastic.
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Old 07-03-2007, 07:02 AM   #3
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i guess that puts me in the mostly real estate piss poor catagory.
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Old 07-03-2007, 08:30 AM   #4
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10% Short-term bonds/Treasuries cash
15% EM/International
15% Midcap
15% Small Cap
25% Large Cap Value
20% Large Cap Growth

12.67% YTD........

I am going to rebalance in the next two weeks.
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This Thread is USELESS without pics.........:)
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Old 07-03-2007, 08:39 AM   #5
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I'm not bragging. I'm looking over both shoulders.
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Old 07-03-2007, 08:43 AM   #6
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I'm not bragging. I'm looking over both shoulders.
For incoming stray golf balls??
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Old 07-03-2007, 08:45 AM   #7
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8.9% YTD

72% equities (as 43% US, 29% foreign) with large:small ratio of 55:45.
25% fixed income/cash
3% commercial real estate
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Old 07-03-2007, 10:30 AM   #8
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8.2% YTD

20% bonds (US and Int'l)
7% cash
20% International stocks (mostly developed markets)
19% US small/mid caps
31% US large caps
3% commodities
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Old 07-03-2007, 10:31 AM   #9
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9% YTD

00% Bonds
20% REITs (ouch, YTD is -5%)
45% Internationals
25% Fidelity Contrafund
10% Company stock
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Old 07-03-2007, 10:33 AM   #10
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minus 8.1%

90% equities (mostly BAC) & real estate...10% cash

But then I can live off of the dividends and NET rents collected so I can't say that I'm the least bit worried

NOW all of you guys who might have been afraid to post due to "less than stellar" returns are free to beat my returns
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Old 07-03-2007, 10:42 AM   #11
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8.57% return through 6/29/2007 (2.1% 2007 Q1, 6.34% 2007 Q2).

~58% domestic equities
~36% international equities
~3% fixed income
~3% Junk Bonds (they weren't junk when I bought them )
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Old 07-03-2007, 10:44 AM   #12
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12.2%

80% individual stocks
20% Money Market (from profit-taking)
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Old 07-03-2007, 10:52 AM   #13
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Total Return YTD: 6.42%
Yield: 2.91%

2% Cash
46% U.S. Stocks
12% Fgn. Stocks
40% Bonds
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Old 07-03-2007, 10:55 AM   #14
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Originally Posted by FinanceDude View Post
10% Short-term bonds/Treasuries cash
15% EM/International
15% Midcap
15% Small Cap
25% Large Cap Value
20% Large Cap Growth

12.67% YTD........
I'm impressed! Do you mind listing the YTD for each category?
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Old 07-03-2007, 11:21 AM   #15
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When I rolled over my 401k into an IRA on 6/4/2007, it was 7.97%

45% cash
23% TRP International Discovery (PRIDX)
20% Fidelity Real Estate (FRESX)
+ Other

I'm tracking the IRA separately because a good part of my 401k was "post-tax" which I got a as cash distribution !

Boy has the FRESX dropped ! Down over 8% in 1 month !!
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Old 07-03-2007, 11:23 AM   #16
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Boy has the FRESX dropped ! Down over 8% in 1 month !!
Yep. But it was up 2.3% yesterday.
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Old 07-03-2007, 11:29 AM   #17
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For incoming stray golf balls??
I will be later today. 3:00pm tee time.
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Old 07-03-2007, 12:14 PM   #18
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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
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Old 07-03-2007, 01:17 PM   #19
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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, 01:33 PM   #20
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I'm impressed! Do you mind listing the YTD for each category?
A lot of individual stock holdings, ETF's and UIT's....might take awhile, I don't have the spreadhsheet as micromanaged as I would like........
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