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Quarterly Report
Old 04-04-2009, 07:59 PM   #1
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Quarterly Report

Time to see how we are doing.
My numbers for the quarter: -8.6%.
My quarterly thoughts:
Emerging Market is a good thing, not a bad thing (this quarter).
Pssst Wellesley is something to whisper about this quarter.
What the h*ll happen to my REITs (again this quarter)?

Free (still) to Canoe
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Old 04-04-2009, 09:21 PM   #2
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According to Quicken: -21.53%

I have the same opinion about REITs and EM and would add SCV to the list of asset classes doing relatively well. It would seem that correlations are drifting away from 1.0

DD
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Old 04-04-2009, 10:23 PM   #3
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Quote:
Originally Posted by DblDoc View Post
According to Quicken: -21.53%

I have the same opinion about REITs and EM and would add SCV to the list of asset classes doing relatively well. It would seem that correlations are drifting away from 1.0

DD
I'm down 3%. I took my hit last fall; so far this year I am treading water.

Ha
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Old 04-04-2009, 10:57 PM   #4
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Down 2.2% since market opened on Jan 2, 2009.

Stock allocation increased from 50% to 58%. Buy, buy, buy...
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Old 04-05-2009, 01:53 AM   #5
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Down 5.3% for Q1 2009.

Bonds and commodities were up, everything else down.

But our net worth has recovered nicely this quarter (thanks to hefty, new investment contributions). Our high water mark was reached in May 2008 and we are retesting that level. But, this time around, we are doing it while the DOW is at 8,000, not 13,000... So as the market recovers, our net worth should enjoy a nice boost which should propel us that much closer to FI.
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Old 04-05-2009, 08:12 AM   #6
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"1 Jan" to "28 Mar" -1.08%
YTD -0.29%
YTD dollar value increase 0.98%
From highest dollar value recorded (31 May 2008) ~ -4.25%
From highest dollar value recorded minus new savings ~ -9.4%

At high portfolio was equity/bond/cash about 30/20/50 and now is about 20/20/60 even though my new money is allocated approximately as a equity/bond 60/40 portfolio. I'm certainly not getting rich this way.
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Old 04-05-2009, 08:29 AM   #7
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MS Money +1.716% gain on savings. Net Worth +3% increase.
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Old 04-05-2009, 08:40 AM   #8
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Net worth up 6%, largely due to taking profits on run-ups of individual TIPS (except for a balanced fund in my wife's 403b, that's where all our $$ is concentrated.)
Now looking for the next TIPS buying opportunity....
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Old 04-05-2009, 08:42 AM   #9
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I'm still stinging from my annual rebalance happening right when the DOW popped back up to 9k at the beginning of the year.
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Old 04-05-2009, 08:50 AM   #10
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Portfolio - Down 4.6% 1Q 2009 (same holdings as 3Q 2007)
Net Worth - Down 1.1% 1Q 2009
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Old 04-05-2009, 08:57 AM   #11
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Quote:
I'm still stinging from my annual rebalance happening right when the DOW popped back up to 9k at the beginning of the year.
Same here. It's nice that we've had a good run in March, but this graph puts it in perspective:
TwoYearChart.jpg
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Old 04-05-2009, 09:00 AM   #12
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For Q1:
Portfolio: -6.26% Total net worth: -8.02%

YTD (thru April 3):
Portfolio: -2.33% Total net worth: -3.78%

What a difference 3 days make!

Audrey

P.S. I rebalanced on Jan 15. I've settled on this date because most years DOW etc. have a run up a the end of the year (Santa Claus Rally), plus there tends to be a rally the first few days of the year because new money comes into the market on Jan 1. Besides, it takes me at least a week into the new year to figure out the taxes owed on the portfolio which affects the rebalancing because I have to withdraw cash to pay estimated taxes.

Some years though there has been a rally Jan 1 to Jan 15 and so I feel "burned". But I decided to just stick with the same date year after year and it should average in my favor.
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Old 04-05-2009, 09:15 AM   #13
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Down about 10% for the quarter.

12/31/08 = 86% equities / 14% cash equiv
3/31/09 = 74% equities / 26% cash equiv
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Old 04-05-2009, 09:39 AM   #14
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Down 8.7% Dec 31-Mar 31. Up 4.7% since.
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Old 04-05-2009, 10:34 AM   #15
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Originally Posted by NW-Bound View Post
Down 2.2% since market opened on Jan 2, 2009.

Stock allocation increased from 50% to 58%. Buy, buy, buy...
Don't you mean "bye bye"?
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Old 04-05-2009, 11:19 AM   #16
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Old 04-05-2009, 01:28 PM   #17
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IRR is -2.68% through 4/4

current allocation is 37/49/14 against target of 35/50/15
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Old 04-05-2009, 06:35 PM   #18
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I'm about +20% (give or take a point or two).

You wouldn't like my asset mix (or my last year's results) though. No genius here.
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Old 04-05-2009, 07:26 PM   #19
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YTD down 2%. 33% equities down from 50%. No selling and have not rebalanced....yet.
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Old 04-05-2009, 07:41 PM   #20
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Down about 3%, but my 401(k) is UP because of rebalancing.
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