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View Poll Results: How did you do RELATIVE to S&P500?
5 or more % less than S&P 500 5 4.50%
3 to 4% less 10 9.01%
1 to 2% less 13 11.71%
Same as S&P 500 (11.7%) 17 15.32%
1 to 2% better than S&P 500 26 23.42%
3 to 5% better 23 20.72%
6 to 10% better 9 8.11%
11 to 20% better 6 5.41%
21% or more better 2 1.80%
Voters: 111. You may not vote on this poll

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YTD 2006 investment
Old 11-29-2006, 01:30 PM   #1
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YTD 2006 investment

As of today the S&P 500 is up 11.7%. How did you do?

Examples:

Your YTD is 9%. So you're 2.7% less than S&P 500. Choose "3 to 4% less"
Your YTD is 20%. So you're 8.3% better than S&P 500. Choose "6 to 10% better"

This is not a contest.
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Re: YTD 2006 investment
Old 11-29-2006, 01:40 PM   #2
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Re: YTD 2006 investment

Lead sled dog is target retirementv 2015 at 9.5%

heh heh heh - too lazy to count up the individual stocks.
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Re: YTD 2006 investment
Old 11-29-2006, 02:15 PM   #3
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Re: YTD 2006 investment

Quote:
Originally Posted by Sam
As of today the S&P 500 is up 11.7%. How did you do?

Examples:

Your YTD is 9%. So you're 2.7% less than S&P 500. Choose "3 to 4% less"
Your YTD is 20%. So you're 8.3% better than S&P 500. Choose "6 to 10% better"

This is not a contest.
Do you include you house as part of the invesments? how about bonds/fixed income?
Is "Investments" = net worth?
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Re: YTD 2006 investment
Old 11-29-2006, 02:19 PM   #4
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Re: YTD 2006 investment

Vanguard's SP 500 fund produced 12.87% returns year to date (as of 11/28/06 close of business). I figure I came in right around the same returns based on my last calculation on 10/16/06.
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Re: YTD 2006 investment
Old 11-29-2006, 02:24 PM   #5
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Re: YTD 2006 investment

My YTD is 11.9%...so +0.2
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Re: YTD 2006 investment
Old 11-29-2006, 02:28 PM   #6
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Re: YTD 2006 investment

Quote:
Originally Posted by dmpi
Do you include you house as part of the invesments? how about bonds/fixed income?
Is "Investments" = net worth?
I don't count my house as an investment.

I would cound bonds/fixed income as investment.

Net worth ?= Investment: If you prefer to, fine. For me, my NW includes my house, but my investment does not.
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Re: YTD 2006 investment
Old 11-29-2006, 02:43 PM   #7
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Re: YTD 2006 investment

You guy do pretty good. You all must be 100% (or more) invested in stocks.
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Re: YTD 2006 investment
Old 11-29-2006, 02:48 PM   #8
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Re: YTD 2006 investment

Quote:
Originally Posted by dmpi
You guy do pretty good. You all must be 100% (or more) invested in stocks.
Just a tad over 80-81% stocks.
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Re: YTD 2006 investment
Old 11-29-2006, 02:52 PM   #9
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Re: YTD 2006 investment

Quote:
Originally Posted by Goonie
Just a tad over 80-81% stocks.
Did you count the 19% not in stocks as part of the calculation?
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Re: YTD 2006 investment
Old 11-29-2006, 02:52 PM   #10
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Re: YTD 2006 investment

Trailing the S&P badly this year, but have trounced the TOPIX ytd, which is a better bogey for me anyway.
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Re: YTD 2006 investment
Old 11-29-2006, 03:03 PM   #11
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Re: YTD 2006 investment

Quote:
Originally Posted by dmpi
You guy do pretty good. You all must be 100% (or more) invested in stocks.
Hmm, bonds did pretty well, especially junk. Commodities were no slouch. EAFE is up some 20% YTD. REITs went to the moon. Foreign bonds did well, too.
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Re: YTD 2006 investment
Old 11-29-2006, 04:18 PM   #12
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Re: YTD 2006 investment

My equities gave me 10.98% ROI, but when averaged in with my non-equity investments (not including home), my overall ROI was 8.41%.
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Re: YTD 2006 investment
Old 11-29-2006, 04:28 PM   #13
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Re: YTD 2006 investment

Once again, you have to tell us how you determined your YTD return (i.e. which software package) and what investments you included and what you didn't include.

I use MSMoney. It has a report that gives YTD performance, but even that can be skewed. It also have a "Current Year" time frame. Since we haven't reached 12/31/2006 yet, YTD is not the same as "Current Year".

We can't seem to agree what the total return is of the S&P500 today with dividends reinvested, so ....
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Re: YTD 2006 investment
Old 11-29-2006, 04:44 PM   #14
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Re: YTD 2006 investment

Quote:
Originally Posted by LOL!
Once again, you have to tell us how you determined your YTD return (i.e. which software package) and what investments you included and what you didn't include.

I use MSMoney. It has a report that gives YTD performance, but even that can be skewed. It also have a "Current Year" time frame. Since we haven't reached 12/31/2006 yet, YTD is not the same as "Current Year".

We can't seem to agree what the total return is of the S&P500 today with dividends reinvested, so ....
Very true. And I would guess the majority of answers here are a best-guess estimate, not a precise scientific calculation.

For example, if somebody held cash and invested that cash immediately before the market surged a couple of months ago, that person cannot use the reported YTD return on that investment as his own YTD return.

Personal ROI is a more complicated calculation when personal funds are added and subtracted from investments and transfers are made between various investments.
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Re: YTD 2006 investment
Old 11-29-2006, 05:04 PM   #15
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Re: YTD 2006 investment

YTD is almost 18% despite a bond/cash allocation of 40%. I think most of the return comes from REIT, International explorer, Europe, and emerging market. Small cap value and large cap value have done well also. Commodity (PCRIX) returns 7.09% (purchased in 3/06).
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Re: YTD 2006 investment
Old 11-29-2006, 05:12 PM   #16
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Re: YTD 2006 investment

Quote:
Originally Posted by retire@40
Very true. And I would guess the majority of answers here are a best-guess estimate, not a precise scientific calculation.
What's wrong with taking your balance on 1/1/06 and comparing it to what you have now minus expenses if any?

Based on the above I'm up 9.75% on a 50/50 portfolio. The 50% equities includes 15% foreign.
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Re: YTD 2006 investment
Old 11-29-2006, 05:36 PM   #17
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Re: YTD 2006 investment

Quote:
Originally Posted by dmpi
Did you count the 19% not in stocks as part of the calculation?
Yepper!
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Re: YTD 2006 investment
Old 11-29-2006, 06:19 PM   #18
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Re: YTD 2006 investment

My portfolio is pretty conservative.....about 50% equities. I'm showing 9.19% on a weighted average spreadsheet. This includes equities, bonds, and MM.
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Re: YTD 2006 investment
Old 11-29-2006, 06:38 PM   #19
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Re: YTD 2006 investment

ira 11.61% 401k 11.50% taxable(mostly individual stocks) 19.68%
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Re: YTD 2006 investment
Old 11-29-2006, 07:40 PM   #20
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Re: YTD 2006 investment

I took the easy way out. Vanguard calculates my return for the trailing year, since 10/31/06. 23%. yay!!!

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