portfolio change

[runnerr]

What percentage or dollar figure is your portfolio down (or) is up since the market started its decline?

[Sam]

Mine was 9% YTD on 07/03/07
Let's brag about mid-year performance!

Today's YTD is 2%


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07-04-2007, 03:48 AM

Quote:

Originally Posted by yona 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

As some of you might recall, yona had the most impressive gain on the above "Let's brag about..." thread. I wonder if he would come back here and give us and update?

[LOL!]

The answers should be all over the map since it will depend on one's asset allocation. We appear to be down about 7% from the peak and about even with where we were in May.

[kaudrey]

I only add up my numbers monthly. In July, I was down about 0.7%.

But of course the numbers are worse in the last 2 weeks.

[FIREdreamer]

My overall portfolio, as of 8/14, is down 6.4% from the 7/19 highs, still up 2.15% YTD (overall about 70% stocks, 30% bonds/cash). Portfolio value back to 5/15 level.

[Mach]

from ~18% to about 0.5%.
The highest was a Candadian fund...was up 30%, now at ~9%...if only they were all like that.

-Mach

[lazygood4nothinbum]

my only good news so far this year is that i've been so busy losing so much money in real estate that i didn't have a chance to lose a whole lot on the stock market.

[Moemg]

About 6% and I'm not happy !

[jerryo]

Down nearly 7.0% from my June 15 peak.....about $150k!

How much further to go??

[happy2bretired]

About 7%...I'm not happy either but holding on best I can. It's amazing how one can feel really rich one day and then feel very poor the next. I know it's only a feeling, not a reality (yet anyway) but still it does make you wonder how things will pan out and how secure you will be in the future.

[Dawg52]

Down 5% from my high. Looks like more to go on the downside.

[Spanky]

It was up 2% two days ago. Today is probably worse.

[Bikerdude]

down about 4% from high. +2% Ytd.

[crispus]

As of yesterday down about 6% from high. As fast as the market has fallen might be good news. Maybe this panic will end soon and the market can stabilize and find a base to grow again.

[NotSoonEnough]

Ugh! Well, since I am still working and putting everything I can afford into the investment account to get to FIRE ASAP, I am at the same place I was last month. But I sold some business assets this month and the proceeds have suddenly disappeared...that alone is a 4% loss. Ignoring the added business loss and things are down about 1.5% for a total of 5.5% this month.

Oh well, live and learn and live some more...

[al_bundy]

sold back in June. up 6.4% YTD

too early, but good enough for me.

[Dawg52]

Quote:

Originally Posted by al_bundy sold back in June. up 6.4% YTD too early, but good enough for me.

Good move. I'm just not smart enough to time the market. Thats why I have 9-10 years worth of cd's/cash. Gives me a cushion for several years and hopefully the market will average out ok during that time period. If I take SS at 62, that will take some pressure off the portfolio as well.

Wish I had the smarts to move in and out of the market like Ha Ha and the rest. Ha seems to have the knack to focus on the good sectors and bail when the time is right. I guess I spend too much time focusing on the old golf ball.

[al_bundy]

i didn't sell at the top, around 1490 on the SP500. last night i was rereading the chapter about market tops in William O'Neill's book. He only goes by price and volume, but in another technical analysis book i partly read it said to look at the MACD indicator.

if you look at a rally/correction cycle the MACD goes up the first month or so. then it starts into a downtrend for 4-6 months before another correction takes place. MACD looked like it flashed a correction after the first drop from the high to the 50 day line, i sold and then it shot up again to 1557 or so and then the real drop took place. need to read up some more for the future. luckily spotting market bottoms is easier. not 100% foolproof but good enough based on past rallies to use it.

Before the month is out i'm going to get my hands on a copy of Technical Analysis of the Financial Markets by John Murphy. Apparently it's also a text book in a lot of financial courses.

if the SP500 keeps dropping i'll be up 8% or so for the year unless my money market fund goes belly up as well. go to a 401k calculator and see the results if you outperform the SP500 by 1% a year. i'm happy this year so far

[CybrMike]

Seems like I'm down maybe 10% from the peak. I'm guessing I'm pretty close to a YTD of 1% - 2% (if I'm lucky). About $500K of value evaporated. There goes my cabin.

Probably a great time to buy. I'm just to chicken to bet anything bigger than $5 - $10K in options.

[73ss454]

Quote:

Originally Posted by CybrMike Seems like I'm down maybe 10% from the peak. I'm guessing I'm pretty close to a YTD of 1% - 2% (if I'm lucky). About $500K of value evaporated. There goes my cabin. Probably a great time to buy. I'm just to chicken to bet anything bigger than $5 - $10K in options.

Mike, if your down 10% at 500K you must have 4.5M left. Go get the cabin, your going to make it. (heh)