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08-15-2007, 11:08 AM
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#1
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Recycles dryer sheets
Join Date: Apr 2005
Posts: 118
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portfolio change
What percentage or dollar figure is your portfolio down (or) is up since the market started its decline?
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08-15-2007, 11:25 AM
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#2
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 2,155
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Mine was 9% YTD on 07/03/07
http://www.early-retirement.org/foru...nce-28584.html
Today's YTD is 2%
-----------------------------------------------------------------------------------------------
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
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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?
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08-15-2007, 11:28 AM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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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.
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08-15-2007, 12:34 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Location: Alexandria, Va
Posts: 1,053
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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.
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08-15-2007, 12:44 PM
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#5
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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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.
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08-15-2007, 02:15 PM
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#6
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Dryer sheet aficionado
Join Date: Jul 2007
Posts: 47
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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
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08-15-2007, 02:30 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 3,895
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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.
__________________
"off with their heads"~~dr. joseph-ignace guillotin
"life should begin with age and its privileges and accumulations, and end with youth and its capacity to splendidly enjoy such advantages."~~mark twain - letter to edward kimmitt 1901
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08-15-2007, 02:38 PM
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#8
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Gone but not forgotten
Join Date: Jan 2007
Location: Sarasota,fl.
Posts: 11,447
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About 6% and I'm not happy !
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08-15-2007, 03:16 PM
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#9
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Recycles dryer sheets
Join Date: Jun 2005
Posts: 152
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Down nearly 7.0% from my June 15 peak.....about $150k!
How much further to go  ??
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08-15-2007, 03:22 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Mar 2007
Location: Nebraska
Posts: 1,543
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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.
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08-15-2007, 03:39 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: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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Down 5% from my high. Looks like more to go on the downside. 
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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08-15-2007, 04:31 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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It was up 2% two days ago. Today is probably worse.
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08-15-2007, 04:46 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Jul 2006
Posts: 1,901
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down about 4% from high. +2% Ytd.
__________________
“I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said” Alan Greenspan
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08-15-2007, 05:48 PM
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#14
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Recycles dryer sheets
Join Date: Jun 2004
Posts: 168
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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.
__________________
Of all tyrannies a tyranny sincerely exercised for the good of its victims may be the most oppressive. It may be better to live under robber barons than under omnipotent moral busybodies, The robber baron's cruelty may sometimes sleep, his cupidity may at some point be satiated; but those who torment us for own good will torment us without end, for they do so with the approval of their own conscience.
C.S. Lewis
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08-15-2007, 06:19 PM
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#15
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Recycles dryer sheets
Join Date: Jul 2007
Posts: 192
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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...
__________________
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08-15-2007, 06:52 PM
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#16
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 1,543
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sold back in June. up 6.4% YTD
too early, but good enough for me.
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08-15-2007, 07:25 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: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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Quote:
Originally Posted by al_bundy
sold back in June. up 6.4% YTD
too early, but good enough for me.
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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. 
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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08-15-2007, 08:12 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 1,543
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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
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08-15-2007, 08:34 PM
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#19
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Recycles dryer sheets
Join Date: Oct 2005
Posts: 325
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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.
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08-15-2007, 08:39 PM
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#20
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Thinks s/he gets paid by the post
Join Date: Oct 2004
Location: LaLa Land
Posts: 4,698
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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.
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Mike, if your down 10% at 500K you must have 4.5M left. Go get the cabin, your going to make it. (heh)
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