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Second Quarter 2009 investment results
Old 07-01-2009, 10:24 AM   #1
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Second Quarter 2009 investment results

Is anyone else pleasantly surprised by their quarterly investment performance? How did you folks do in the second quarter of 2009? What is your asset allocation currently?

For reference, the Vanguard S&P 500 Index fund is up 16.0% for the quarter. the VG Total Market Index fund is up 16.9%. The VG Total International Index fund is up 27.3%. The VG Total Bond Market Index is up 1.7%.

I'll be the first to share. My total portfolio is up 25.9% for the quarter. This is with a portfolio that is virtually 100% equities, equally split between US and International, with a tilt towards small and value, plus some REITs.
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Old 07-01-2009, 10:35 AM   #2
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My 100% equities account is similar to yours. It was up 22.9%. Im basically indifferent. Specially after the 1st quarter slaughter and last year.
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Old 07-01-2009, 10:37 AM   #3
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Originally Posted by Notmuchlonger View Post
My 100% equities account is similar to yours. It was up 22.9%. Im basically indifferent. Specially after the 1st quarter slaughter and last year.
Let's not talk about 2008 and 1Q 2009. Try to keep it a positive thread...
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Old 07-01-2009, 10:40 AM   #4
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Let's not talk about 2008 and 1Q 2009. Try to keep it a positive thread...

Right! My bad.

We kicked butt! High fives all around whoo whoo!
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Old 07-01-2009, 12:23 PM   #5
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Originally Posted by Notmuchlonger View Post
Right! My bad.

We kicked butt! High fives all around whoo whoo!
Heck yeah! Woo hoo! Unless you are someone who got scared around March and lowered your equities allocation.
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Old 07-01-2009, 12:25 PM   #6
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Heck yeah! Woo hoo! Unless you are someone who got scared around March and lowered your equities allocation.
Up until early March, the market took care of lowering the equities allocation on its own...
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Old 07-01-2009, 12:29 PM   #7
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Up until early March, the market took care of lowering the equities allocation on its own...
That's funny, my equities allocation stayed at 100% the whole way down.
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Old 07-01-2009, 12:56 PM   #8
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Looking at my Vanguard investments, profits I have made this year have wiped out my losses going back to October 2008. However, I still have losses from June thru to September to offset before I get back to a break even position.
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Dang tables...
Old 07-01-2009, 12:56 PM   #9
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Dang tables...

Current allocation:

Asset% 
cash9.26% 
bonds36.25% 
stocks42.04% 
re7.51% 
comm4.95% 


Quarterly results:

Period%
1Q081.17%
2Q08-0.68%
3Q08-12.28%
4Q08-14.28%
1Q09-4.46%
2Q0913.16%
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Old 07-01-2009, 02:28 PM   #10
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The good news: We're up 13.0% vs 1st Qtr!
The bad news: We're still down 15.3% from our peak net worth 7 quarters ago.

But I haven't lost a minute of sleep yet, adjusted AA today putting more cash to work, all in good time...
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Old 07-01-2009, 02:36 PM   #11
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That's funny, my equities allocation stayed at 100% the whole way down.

Me too. Thats why we aren't talking about the year that must not be named.
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Old 07-01-2009, 03:52 PM   #12
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The good news: We're up 13.0% vs 1st Qtr!
The bad news: We're still down 15.3% from our peak net worth 7 quarters ago.
This quarter marked a new high for my net worth and a new low for my liabilities (since I started tracking in 2004 after graduating college). Things are looking good...
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Old 07-01-2009, 04:03 PM   #13
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Up 15.5% for the quarter. AA is about 55/45. Net worth and portfolios at all time highs.
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Old 07-01-2009, 04:07 PM   #14
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It's nice to see a lot of green numbers for a change.
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"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)

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Old 07-01-2009, 07:30 PM   #15
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Jan 09 40/60 AA
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Old 07-02-2009, 11:44 AM   #16
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Looking at my Vanguard investments, profits I have made this year have wiped out my losses going back to October 2008. However, I still have losses from June thru to September to offset before I get back to a break even position.

Same here.
Current AA is 64/36
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Old 07-02-2009, 11:57 AM   #17
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Retirement Performance (ROI) of retirement portfolio (rebalanced on Jan 15 2009 to 55% stocks, 45% bonds+cash) —

Q2 2009: +15.7%
1st half 2009 (Q1 and Q2): +8.43%

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Old 07-02-2009, 12:50 PM   #18
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quick question - are any of you still contributing to your portfolios, and if so how are you accounting for that in determining your ROI?
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Old 07-02-2009, 01:02 PM   #19
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quick question - are any of you still contributing to your portfolios, and if so how are you accounting for that in determining your ROI?
I'm still contributing. I use the Beardstown methodology.

Actually, I use this equation: [ (end val - contribs) / begin val ] - 1

Not exact, but close enough for internet forum browsing. Accurate within a few tenths of a percent on average since my intraquarter contibutions are a rather small percentage of the total portfolio value.
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Old 07-02-2009, 02:04 PM   #20
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So theoretically if I began this quarter with 18, contributed an additional 16, and ended the quarter with 40, then ( (40-16) / 18) -1 = 33% ROI ?
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