2018 YTD investment performance thread

[steelyman]

Yet another year-end distribution changed my number but not a whole lot. I’ll close out solidly south of -7% for the year. The real return will be lower but will wait for CPI to come out in January.

cya, 2018!

 

[gstillson]

I guess I am going to end the year up 142.27% unless Monday brings a significant change to Gilead (still holding 1000 shares at a small unrealized loss of about $800, rest of the account is cash).

I look back and think how I was shooting for about a 15% gain and trying to stay under the ACA MAGI subsidy cutoff but then ended up with this gain. All I really want in 2019 is the same 15% gain.

 

[brokrken]

Down 12% with a day to go

 

[Eastbayboy]

Down 1.73%... I don’t have much of small, mid caps, or international. I do have VTI and Wesley and BRK.B as my top holding. Apple is my top my top single stock at 5.8% (technically BRK.B is sold as a single stock).

 

[bada bing]

Portfolio investments down -5.41% for the year. I did manage to out save the losses, so a small increase in NW and portfolio. Also racked up another year's credit towards pension, retiree medical, HSA and replaced a lower earning year in SS.

Progress is good, even with a headwind.

 

[ownyourfuture]

Not including figuring them on your own, is there a way to see Realtime YTD returns @ Fidelity ?

 

[tmm99]

I have been tempted to look but will wait till Monday after 2pm when markets close. It will be interesting to see where I'm at.

I actually haven't been tempted to look at all. In fact, I'll skip looking this month

 

[street]

tmm99 >> LOL >>> it's only money take look and you can cry with the rest of us. LOL

 

[steelyman]

One “good” thing about a year like 2018 (for those like me, anyway) is that it injects a dose of reality in terms of projected average annual returns, both pre- and post-retirement.

My planning spreadsheet used 7% (pre) and 6% (post), both nominal. Now retired, I find total return more informative but I guess they both have some value.

 

[HI Bill]

Well, I feel like 2018 was a roller coaster. Markets ramped up over the first 10 months, then ramped down rather breathakingly.

I tend to compare current assets to peak assets. In that regard, I'm down $205K, or ~10%. But I just checked on VG today, and the actual from January 1 is <4.6%>. Guess I shouldn't complain too much...If I include ESOP assets, then I'm about even.

Here's to a better 2019!

 

[slowsaver]

Down 5.22% for 2018. :-(

 

[Ed B]

I ended the year at a tidy -6.5%

Hoping for a more prosperous 2019.

 

[Floridatennisplayer]

My personal stock trading account of mainly start up bio Pharmaceutical stocks: -12.40%. This is my play money I expect to pay off in 2019 with a few buyouts.

My Fidelity managed account: -0.53%. Very happy!!!!!! And here I was thinking of doing it myself again......No way.

Company 401K: -3.70%

 

[KCGeezer]

Down 4.9%. Not what I’d like but sure not as bad as the talking heads would have had me believe.

 

[gstillson]

My personal stock trading account of mainly start up bio Pharmaceutical stocks: -12.40%. This is my play money I expect to pay off in 2019 with a few buyouts.

My Fidelity managed account: -0.53%. Very happy!!!!!! And here I was thinking of doing it myself again......No way.

Company 401K: -3.70%

Any biotech pics you want to share? I have a little bit of Arrowhead hoping for a hit in 2019 although they were up some 250% in 2018.

 

[Floridatennisplayer]

Any biotech pics you want to share? I have a little bit of Arrowhead hoping for a hit in 2019 although they were up some 250% in 2018.

Acadia Pharmaceuticals
Ritter Pharmaceuticals

 

[sengsational]

I wasn't going to look until January 1, but I looked. Down 6.0%. But after five years of retirement, still up around 30%, so not complaining. And believe it or not, the domestic equities haven't hit the AA trip wire. Cash/Bonds are over the trigger, but the pain is spread across domestic and international equities.

Everything is in now except for the December interest in the bank accounts (small potatoes). I'm pleased to see that I'm down "only" 4.4%. This is with estimated 2018 spending level and "money chimp" style adjustment of that spending.

 

[IMATERP]

I’m down 2.45% for the year. 30/70 allocation saved me a few percent.

 

[Jerry1]

I just did a quick look and I looks like I broke even for the year. I did a summary each quarter and it does hurt to see where I ended up compared to mid year but feeling pretty good to be even. Hopefully the worst is behind us, but the pessimist in me feels like maybe not. This early in retirement, I’ll be running a tight ship for a few years until things shake out. Still, a good start financially to my retirement.

 

[Scratchy]

2018 ROI -5.5 %. Portfolio -4.5 %.
50% domestic equities, 15% foreign equities, 35% bonds

 

[calmloki]

Stock and bond portfolio down 4.17%. Net worth up 4.93% since 12/31/17. We split one of those Costco New York steaks tonight. quite satisfied. May 2019 be a peaceful wonderful year to you all.

 

[IMATERP]

I’m down 2.45% for the year. 30/70 allocation saved me a few percent.

My bad on earlier %. I was actually down 1.71% for the year. I used the calculator on monkey chimp this AM.

Anyway - Bon Voyage as wifey and I are heading down to Florida for a 10 day cruise. I'm grateful that I will not have to watch the market for at least 10 days.

I

 

[flintnational]

-4.91 (excludes spending)

70/30 (US Value and Small Cap tilt and International and EM stock exposure) - recognized a gain on the sale of the last rental above last year's book value

 

[Alan]

End of year IRR = -2.54%

AA at end of year 44/50/06

 

[RunningBum]

-3.07%. AA 63/37. Losses somewhat offset by way underspending.