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what is your nestegg's YTD return?
06-29-2012, 07:53 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Nov 2010
Posts: 3,782
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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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06-29-2012, 07:59 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 7,355
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Is this equivalent to a Wh** post?
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06-29-2012, 08:15 PM
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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: Feb 2005
Location: Mississippi
Posts: 6,149
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I'm up.....but that's about all I can tell you. Too lazy to figure it out.
__________________
Full time wuss............
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06-29-2012, 08:19 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Nov 2010
Posts: 3,782
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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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06-29-2012, 08:20 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Nov 2010
Posts: 3,782
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 Quote:
Originally Posted by Dawg52
I'm up.....but that's about all I can tell you. Too lazy to figure it out.
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Quit dawging it 
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06-29-2012, 08:20 PM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2005
Posts: 5,557
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Quote:
Originally Posted by pb4uski
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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06-29-2012, 08:23 PM
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#7
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Full time employment: Posting here.
Join Date: Nov 2006
Posts: 923
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65/25/10
ytd...7.6%
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06-29-2012, 08:34 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,031
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And Quicken says, 7.75% YTD, 65/35 no cash some ST bonds.
__________________
For me experiences are not good or bad, just different
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06-29-2012, 08:44 PM
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#9
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Full time employment: Posting here.
Join Date: Dec 2008
Posts: 750
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4.28082191780821917808219178082%
roughly speaking
60/40 Stk/Bnd
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06-29-2012, 09:21 PM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 6,666
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Smells like a wheeee to me - especially when you bring out the dancing emoticons!
__________________
Life After FIRE - we redesign it every 5 years!
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06-29-2012, 09:32 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: Jul 2008
Posts: 7,355
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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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06-29-2012, 09:54 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Jul 2003
Location: Pasadena CA
Posts: 2,420
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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.
__________________
“There are only two ways to live your life. One is as though nothing is a miracle. The
other is as though everything is a miracle.” - Albert Einstein
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06-29-2012, 10:26 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Nov 2009
Posts: 1,515
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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.
__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.
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06-29-2012, 10:53 PM
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#14
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Recycles dryer sheets
Join Date: Oct 2008
Posts: 333
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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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06-30-2012, 01:10 AM
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#15
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Full time employment: Posting here.
Join Date: Dec 2009
Location: Alberta/Ontario/ Arizona
Posts: 917
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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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06-30-2012, 01:16 AM
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#16
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 3,490
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4.85% with a mix of 35/40/25 (equity/fixed-income/cash)
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May we live in peace and harmony and be free from all human sufferings.
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06-30-2012, 04:26 AM
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#17
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Full time employment: Posting here.
Join Date: Mar 2009
Posts: 554
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Up for the year but still below my highs earlier this spring. The exact % doesn't do much for me.
__________________
"What's the worst thing that could happen - I keep my job."
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06-30-2012, 04:58 AM
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#18
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2006
Posts: 6,550
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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.
__________________
Every man is, or hopes to be, an Idler. -- Samuel Johnson
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06-30-2012, 05:49 AM
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#19
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Recycles dryer sheets
Join Date: Mar 2007
Posts: 196
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Up 7.7% About 50-50 stocks and bonds...
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06-30-2012, 05:55 AM
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#20
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Full time employment: Posting here.
Join Date: Jul 2011
Posts: 526
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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.
__________________
You may be whatever you resolve to be.
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