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Old 07-03-2012, 01:36 PM   #61
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6.04% ytd, 80/20
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Old 07-03-2012, 04:10 PM   #62
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Up lots more since the start of this thread.
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Old 07-03-2012, 04:43 PM   #63
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For someone at Vanguard I can't find a way to determine YTD percentage. There is a report that gives a one year % and for YTD you can get the actual dollar amount but not a percentage.

In our case, the amount we have there has gone down considerably since the beginning of the year (we bought a house for cash) so I have no clue on how to figure the return when there have been withdrawals from the portfolio.
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Old 07-03-2012, 05:02 PM   #64
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My Fido 401K is +5.6% year to date, roughly a 60/40 AA. Haven't gotten around to calculating the change in the Schwab accounts but I think it's close to the same.
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Old 07-03-2012, 05:13 PM   #65
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Should we start over? Because

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Originally Posted by LOL! View Post
Up lots more since the start of this thread.
+1

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Smells like a wh*** to me - especially when you bring out the dancing emoticons!
That goes to prove that even if the OP post reads like a Wh***, uses an emoticon like a Wh***, it is still not an authentic Wh***.

Fear no false Wh***. Party on!
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Old 07-03-2012, 08:18 PM   #66
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Originally Posted by Katsmeow View Post
For someone at Vanguard I can't find a way to determine YTD percentage. There is a report that gives a one year % and for YTD you can get the actual dollar amount but not a percentage.

In our case, the amount we have there has gone down considerably since the beginning of the year (we bought a house for cash) so I have no clue on how to figure the return when there have been withdrawals from the portfolio.
I went to accounts & activities then clicked on "compare to year end balances" and found my percentage. I was pleased that it was 4.2.
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Old 07-03-2012, 08:55 PM   #67
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The handy Schwab portfolio performance tool tells me I am up 8.04% for the year. This is on a time weighted basis. It doesn't include the 75K in PenFed CD with average interest rates of 4.2%
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Old 07-03-2012, 09:33 PM   #68
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Fine by me. 35 / 65 bonds to stocks.
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Old 07-03-2012, 09:47 PM   #69
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Quote:
Originally Posted by Katsmeow View Post
For someone at Vanguard I can't find a way to determine YTD percentage. There is a report that gives a one year % and for YTD you can get the actual dollar amount but not a percentage.

In our case, the amount we have there has gone down considerably since the beginning of the year (we bought a house for cash) so I have no clue on how to figure the return when there have been withdrawals from the portfolio.
The easiest way is to add any withdrawals to the final value and then compare to the starting value. That's close enough.
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Old 07-03-2012, 09:54 PM   #70
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I used to compare notes with a close friend at work about our daily market performance. It was fun because while I tried to diversify, he just piled on to precious metals, gold, silver, uranium, and the like. And he held a lot of cash, waiting for a big market crash so he could invest.

So, on one exceptionally good market day, he said he was up something like 4% that day, while I was very happy with around 1.5%.

I protested. "How can that be? You last said you still had 75% in cash."

He said "I was referring to my stock portion only."

Me: "Pfft. My number was based on the whole portfolio."

He replied "But my number proves that my stock picks are GOOD!".

Then, there are days when the whole market went up, but he went down! He concurred with me that his portfolio had a "negative" beta.
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Old 07-03-2012, 10:39 PM   #71
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The easiest way is to add any withdrawals to the final value and then compare to the starting value. That's close enough.
OK if I do that the total overall for the YTD is about 6.18%.
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Old 07-04-2012, 11:57 PM   #72
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40/60 AA, 1% SWR, 6.5% from beginning of the year. How am I doing?
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Old 07-05-2012, 12:31 AM   #73
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401(k):
FBALX: 4.32%
FFTHX: 10.24%
PTTDX: 5.14%

Roth:
8.93%

I'm thrilled to report that I'm on the cusp of another big (for me) retirement milestone. My 401(k) is a few hundred dollars away from six figures!!! And my biweekly contribution on Friday should make it happen unless the market goes down. Even if it does, I'll remind myself that I'm buying my retirement in sale. :-)
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Old 07-05-2012, 01:15 AM   #74
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More than my burn rate which is all that matters
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Old 07-05-2012, 07:07 AM   #75
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My Roth IRA with Vanguard shows a YTD of 6.34%.
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Old 07-05-2012, 09:02 AM   #76
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YTD is 8.9%. This includes this first week of July.
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Old 07-05-2012, 10:37 AM   #77
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I up 8%......60/40--------thats three years living expenses
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Old 07-05-2012, 11:41 AM   #78
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One more post with dancing emoticons and I will start liquidating.
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Old 07-05-2012, 11:45 AM   #79
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What, not even waiting for the Wh*****.
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Old 07-05-2012, 11:49 AM   #80
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Eh, I have to beat the crowd out the narrow door. Preemptive move. Every man for himself.

Standing right near the door (i.e. finger on "sell" button) as we speak.
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