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Midyear Results 2008
Old 07-16-2008, 10:56 PM   #1
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Midyear Results 2008

What, it's the middle of July and nobody is interested in YTD performance?

When we are in the positive we can't wait to make the public announcements, but the crickets can be heard when we are in the red.

Total Annualized Weighted Average Return through June 30 = -7.74%

This includes all retirement and non-retirement invested assets (cash accounts, mutual funds, stocks, bonds), but not home.
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Old 07-16-2008, 11:03 PM   #2
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Woot. I beat you -9.01 YTD through today!!! Oh wait, I have that backwards don't I:confused:.

Never mind...

DD
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Old 07-16-2008, 11:05 PM   #3
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Retirement fund: -6.8% through June 30th.

It looks much worse when I calculate through today!

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Old 07-16-2008, 11:06 PM   #4
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A bit over -12%
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Old 07-16-2008, 11:32 PM   #5
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-6% as of today.
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Old 07-16-2008, 11:57 PM   #6
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YTD -7.6% or -6.0% annualized.
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Old 07-17-2008, 12:25 AM   #7
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As of June 30......+2.78%
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Old 07-17-2008, 12:29 AM   #8
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Roughly about -9%....give or take .01% or .02%. Que Sera, Sera.
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Old 07-17-2008, 03:56 AM   #9
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Old 07-17-2008, 05:11 AM   #10
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I've not tracked well enough to know for sure, but somewhere on the order of -12 to -15%...ouch. I was a bit overweighted in int'l and underweighted in bonds/cash.

That being said, I'm down about -5% in pounds...I think the worrying about the portfolio helps with that side of the balance sheet...
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Old 07-17-2008, 06:17 AM   #11
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Old 07-17-2008, 06:31 AM   #12
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Old 07-17-2008, 07:10 AM   #13
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-5.4% but it feels much worse .
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Old 07-17-2008, 07:16 AM   #14
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Old 07-17-2008, 07:28 AM   #15
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I'm down 8.8% in my investments. We are around 70% stocks. We have a cola'd pension that covers 90% of our budget so no worries yet. As long as the pension is safe that is.
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Old 07-17-2008, 07:32 AM   #16
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Down around 11%.
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Old 07-17-2008, 07:34 AM   #17
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Old 07-17-2008, 07:48 AM   #18
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Are you including the money you are putting in at the same time as well?
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Old 07-17-2008, 07:59 AM   #19
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Quote:
Originally Posted by CitricAcid View Post
Are you including the money you are putting in at the same time as well?
Good point. That's a bad way to measure performance... although I assume the new money is down also

If I include new money contributions, then I am rather positive YTD. Heck, my 401(k) is down only a little more than what my employer has put in... so I'm not even losing my money!
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Old 07-17-2008, 08:01 AM   #20
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-12.3% then
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