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-   -   Brexit Paper Loss (http://www.early-retirement.org/forums/f28/brexit-paper-loss-82464.html)

retire2020 06-25-2016 12:50 AM

Brexit Paper Loss
My portfolio(65/35) took a hit of 101K...about 3.5% loss.
What was yours?
I am planning to ride this out as usual. Will rebalance next month if AA is off by 5%.

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Senator 06-25-2016 01:13 AM

My Fidelity account, which is the easiest to track, lost ~3.1%. 95% stocks, 5% cash.

Mtek 06-25-2016 01:37 AM

Brexit Paper Loss
Mine about 2.75% saved solely my a large position in a REIT... O which closed in the green. Now officially 0 % growth this year... Wonderful

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Amethyst 06-25-2016 02:35 AM

We refuse to look. Buck, buck...

mathjak107 06-25-2016 03:44 AM

total portfolio down 1.37% . not bad at all and one of the reasons i maintain a portfolio that is managed by beta and not strict allocations .

my shifting of a portion of equity money to high yield a few months ago gave me better returns then the markets at 1/2 the volatility .
still up about 1.50% ytd .

the swings today for any given allocation are far wider then pre 2000 . if you were comfortable pre 2000 with a 60/40 or 50/50 mix today that may take a 40/60 mix to stay within that comfort range .

dixonge 06-25-2016 05:55 AM

my small mix took a 2.89% hit - still up for the year 3.15% (not invested until mid-February)

GenghisKhan 06-25-2016 05:57 AM

UK based investor so was out voting on Thursday. Portfolio up 1.9% on the week. Up 5.5% year to date.

donheff 06-25-2016 06:08 AM

Down 2.6. But I guess there is good reason to expect high volatility for many moons so I am not closing the door on this episode.

pb4uski 06-25-2016 06:27 AM

Paper loss of 2.8% yesterday.... bloody Brits! Down 1% for the week but up 1.8% YTD.

marko 06-25-2016 06:39 AM

With the market having been on a tear for the past few months, I'm trying to figure out why this is such a big deal.

My portfolio got set back to my June 4th balance, so I've lost 20 days of gains. (Yeah....so?)

Rather than look at how much I "lost" yesterday, I'm down 1.04% for the week and still looking at an 8.5% run-rate for the year.

target2019 06-25-2016 06:41 AM

Just an estimate based on watching RNWEX RNWEX American Funds New World R4 Fund RNWEX Quote Price News - only look at totals at end of month. RNWEX dipped -4.61%. It has a mixture of EM-DM and US.

A bit of luck, though, as bi-monthly contribution went in today, so the overall total of 401k RNWEX went up. I'll just focus on that!

With 55% equities, I expect a -2.5% overall.

Traveling to Austria next week, so we'll definitely see and hear a lot about the human side of the issue.

diehard1997 06-25-2016 06:45 AM

$142K Ouch!!!!!!

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pb4uski 06-25-2016 06:58 AM


Originally Posted by diehard1997 (Post 1748927)
$142K Ouch!!!!!!

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It depends. If it is $142k on $1 million... then double ouch... if it is $142k on $100 million, then no sweat.

easysurfer 06-25-2016 07:00 AM

Down about 2% yesterday. Really can't complain.

Greg V 06-25-2016 07:04 AM

Down 1.9% in yesterday's action (55/45 AA). Up 1.4% for the year.

grasshopper 06-25-2016 07:39 AM

Quicken says, -3.08% for the day still up 4.35% YTD. Wellesley, Wellington helped.

COcheesehead 06-25-2016 07:41 AM

Lost about $50k. Muni bonds were up big time and the only thing. Up about 2.3% for the year. Next week might take that away.

audreyh1 06-25-2016 07:41 AM


January/February was way worse.

Lcountz 06-25-2016 08:05 AM

Down 2.74% from Thurs-Fri, still UP 4.28% for the year to date.....

It'll come back..it always does!!!!

Taxman59 06-25-2016 08:31 AM

Individual equity accounts down 2.25% mutual funds down 4.67% (predominantly my international fund pulling down this bucket)

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