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what is your nestegg's YTD return?
Old 06-29-2012, 08:53 PM   #1
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what is your nestegg's YTD return?

A good half year. 12.96% (annualized rate) per Quicken investment performance report. Target AA is 45% domestic equities, 15% international equities and 40% fixed income.
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Old 06-29-2012, 08:59 PM   #2
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Is this equivalent to a Wh** post?
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Old 06-29-2012, 09:15 PM   #3
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I'm up.....but that's about all I can tell you. Too lazy to figure it out.
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Old 06-29-2012, 09:19 PM   #4
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Not my intent but I haven't seen that thread in a while. There was a thread last January comparing 2011 returns and my intent was for this thread to be a half year update of that one but I couldn't find that old thread so I started a new one.
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Old 06-29-2012, 09:20 PM   #5
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I'm up.....but that's about all I can tell you. Too lazy to figure it out.
Quit dawging it
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Old 06-29-2012, 09:20 PM   #6
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Originally Posted by pb4uski View Post
A good half year. 12.96% (annualized rate) per Quicken investment performance report. Target AA is 45% domestic equities, 15% international equities and 40% fixed income.
So your YTD return is 6.48%. I'm wondering why you ask for YTD, then report a fictitious return.

I''m at about 5.8% which is ahead of my benchmark. (39/30/31)
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Old 06-29-2012, 09:23 PM   #7
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65/25/10
ytd...7.6%
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Old 06-29-2012, 09:34 PM   #8
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And Quicken says, 7.75% YTD, 65/35 no cash some ST bonds.
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Old 06-29-2012, 09:44 PM   #9
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4.28082191780821917808219178082%
roughly speaking
60/40 Stk/Bnd
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Old 06-29-2012, 10:21 PM   #10
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Smells like a wheeee to me - especially when you bring out the dancing emoticons!
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Old 06-29-2012, 10:32 PM   #11
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5.0% YTD. No addition, no withdrawal.

50% domestic equities, 20% international.
International holding down performance again.

What bothers me is that I am still 7.6% below my all-time high reached in May last year. And that's 2+ years of living expenses (I am using annual expenses as monetary units now). I've got nothing to Wh** about.

I can only get happy when I set a new high. Am I too greedy?
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Old 06-29-2012, 10:54 PM   #12
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5.8% YTD
2008=--18.6 %
2009 +18%
2010 11.2%
2011 3.8%
Not sure if this is good compared to anything but has worked for me since I retired in Early 2008. That 2008 did scare me a bit.
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Old 06-29-2012, 11:26 PM   #13
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I am up about 3.5% for the first half of 2012 but I am about 62% in bonds, 38% in stocks.
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Old 06-29-2012, 11:53 PM   #14
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YTD is 6.8 % as of 6/29/2012. I'm 80 percent in Stable Value plodders, but have done unusually well, at this point, anyway, in the other assorted "risky" stuff I have.
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Old 06-30-2012, 02:10 AM   #15
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portfolio up 3.7% plus 1.8% in actual divs recieved. annualized total return would therefore be about 11% which is right on my expectation. I expect 5-7% capital appreciation plus a 3.75% div yield. Very volatile though. It was up .85% on Friday. 100% CDN dividend payers.
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Old 06-30-2012, 02:16 AM   #16
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4.85% with a mix of 35/40/25 (equity/fixed-income/cash)
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Old 06-30-2012, 05:26 AM   #17
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Up for the year but still below my highs earlier this spring. The exact % doesn't do much for me.
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Old 06-30-2012, 05:58 AM   #18
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I am also at 5.8%. I simply look at my total portfolio on Jan 1 and then compare it to today to arrive at that number. Spending during the year cuts down the growth at a slow and steady rate. I find that easier than trying to analyze the pieces and calculate a growth figure.
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Old 06-30-2012, 06:49 AM   #19
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Up 7.7% About 50-50 stocks and bonds...
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Old 06-30-2012, 06:55 AM   #20
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~4.3% YTD with 60/35/5 AA. But, given that the market went up 2%+ yesterday, I'm not sure how meaningful my YTD return is, other than it's positive.
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