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View Poll Results: As of today (8/2/2011) what is your YTD total return on your retirement investments?
More than 3% 51 39.53%
Between 2% and 3% 29 22.48%
Between 1% and 2% 15 11.63%
Between 0% and 1% 10 7.75%
Essentially 0% 12 9.30%
Between 0% and -1% 4 3.10%
Between -1% and -2% 5 3.88%
Between -2% and -3% 1 0.78%
Less than -3% 2 1.55%
Voters: 129. You may not vote on this poll

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Old 08-04-2011, 02:38 PM   #61
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+2.8% as of the most recent "refresh" of securities prices.
And now closer to flatlining...
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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)

RIP to Reemy, my avatar dog (2003 - 9/16/2017)
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Old 08-04-2011, 02:56 PM   #62
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Up 3.5% on the big kahuna; too lazy to look up the rest...

ASSET CLASSACTUALTARGET
CASH10.17%10.00%
BONDS43.13%42.50%
STOCKS36.30%37.50%
RE5.50%5.00%
COMM4.91%5.00%

Tables is hard...
Er, uh, check that...

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Old 08-04-2011, 03:45 PM   #63
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The way things are going, maybe we should poll again in another week...
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Old 08-04-2011, 03:50 PM   #64
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Still over 3% since I pulled out last Monday -- except some IBM stock which got hit. Fortunately IBM had skyrocketed so much, the $171 looks very good to me.
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Old 08-04-2011, 03:59 PM   #65
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Looks like we need another poll in order to update the carnage.
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Old 08-04-2011, 04:01 PM   #66
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Looks like we need another poll in order to update the carnage.
Or maybe stop it with the polls if this is the result....
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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)

RIP to Reemy, my avatar dog (2003 - 9/16/2017)
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Old 08-04-2011, 04:06 PM   #67
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Relax, we've all seen worse.

True.... and my allocation can (hopefully) handle it... I set it up to be FIRE proof (pun intended).

But do I have to watch the same show again and again so many times in a row in such a short period of time?
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Old 08-04-2011, 04:57 PM   #68
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As of yesterday 5.94%.

AA is 60/40 split between five index funds.

Tomorrow the return will be lower unfortunately.
Just curious, did you get that number from Quicken?
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Old 08-04-2011, 05:01 PM   #69
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Yesterday...

ASSET CLASSACTUALTARGET
CASH10.17%10.00%
BONDS43.13%42.50%
STOCKS36.30%37.50%
RE5.50%5.00%
COMM4.91%5.00%

Today...

ASSET CLASSACTUALTARGET
CASH10.41%10.00%
BONDS44.22%42.50%
STOCKS35.12%37.50%
RE5.29%5.00%
COMM4.96%5.00%

No where near my rebalance band of 25%...
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Old 08-04-2011, 05:54 PM   #70
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Yay! Despite the big sell off today, I'm still up 1.01% YTD. o_O

Of course there's always tomorrow.

A little gallows humor!

"Stay the course, stay the course..."
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Old 08-04-2011, 05:57 PM   #71
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After the index funds reported on 8-4-11 we are down 0.4% for the year on stocks and Wellesley. Other stuff is doing better.
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Old 08-04-2011, 06:08 PM   #72
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Yesterday, up 5.61%, today, up appx. 1.61%...this is my trading funds not my 401k...lucky to be in the green on that one...
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Old 08-04-2011, 06:33 PM   #73
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After today's steep decline, the new YTD is 1.33%.
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Old 08-04-2011, 07:18 PM   #74
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Wowza, the number I posted a few days back isn't true anymore. But I'm not worried, I'll sleep like a baby as always.

By chance (just retired and have a pension lump sum and 401k) I have a huge pile of cash from rollovers that was destined for bond funds, hmmm mm...
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Old 08-04-2011, 07:57 PM   #75
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As of June 30, up 1.12% for the year on mostly common stock mutual funds.
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Old 08-04-2011, 08:02 PM   #76
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As of today, +2.35% (one month ago, we were at +5.75%).
-0.8% as of COB today.

Oh well...I did some minor rebalancing and shifted another $20K into equities. That should fix it!
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Old 08-04-2011, 08:51 PM   #77
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But I'm not worried, I'll sleep like a baby as always.
Waking up every two hours crying?
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Old 08-04-2011, 08:54 PM   #78
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I calculated my return on July 1. It is too crazy right now to do it. I generally only look at returns twice a year.
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Old 08-04-2011, 09:59 PM   #79
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Went from 3.00% annualized YTD return a few days ago to -1.98% annualized YTD return at close of business today. Easy come, easy go. The real dilemma now is that I'm 55.1% stocks and 44.9% bonds whereas I have a 60/40 target. Time to rebalance and sell bonds and buy stocks? That would be the call if I break 55/45 but it is hard to jump in while the rest of the world is abandoning ship.
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Old 08-05-2011, 08:26 AM   #80
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I am about -0.7% for the year (not annualized) after yesterday's bloodbath. Good thing I did a small rebalancing of $10k from stocks to bonds a few weeks ago.
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