2017 YTD investment performance thread

[KCGeezer]

Thanks for the 60/40 comparatives Lol. My 11.1% on 60/32/8 seems right in line.

 

[CoolRich59]

Just checked: 11.84%

I'm definitely not complaining.

 

[kgtest]

+15% with an expense ratio under .08. Seems like some of my Large and Small Index/ETFs are under performing the benchmark S&P. I am at 99% equities and realize some with 80/20 are outperforming me.

20% of my portfolio is comprised of individual stocks. the rest is index/etf. My AA is a little out of whack on the small cap side as my company changed investment plans and I am waiting for my week after thanksgiving to re balance. Seems the volume dips sometimes and I like re balancing during low volume less volatile times if I can time that.

 

[gcgang]

12.37%, which includes my daughter's UTMA +24.7%!

 

[PatrickA5]

11.92% Allocation 50/50

 

[WestUniversity]

YTD - 11.60%
1 year - 14.47%

60/40

 

[Huston55]

Found an error in last month's numbers... should have been 10.86% rather than 10.64%.

YTD through 10/31 = 12.10% Benchmark is at 11.87%

For 2017 so far:

10/31/17	12.10%
09/30/17	10.86%
08/31/17	9.53%
07/31/17	9.16%
06/30/17	7.45%
05/31/17	6.89%
04/30/17	5.59%
03/31/17	4.53%
02/28/17	3.82%
01/31/17	1.78%

I like the pattern... let's keep it up.

Now @ 11.88% YTD with same AA “Bro.”

 

[Andre1969]

My rate of return for the year is around 14.5%, as of the 10/31/17 close. It would be higher, but I've made some fairly sizeable additional contributions this year, and have been keeping that fairly conservative, as I'm hoping to use it as a down payment on a house.

 

[Golden sunsets]

Comment on 2/1: OK made me look. PRR for the year to date without cash is 2.15%. Including cash it is 1.93%. I'll take it.

Comment on 3/1: Updating my post above as of today. Up 3.77% not including cash. Including cash 3.39%. Not quite as much progress but happy with it anyway.

Comment on 4/29: Two months since I calculated our PRR. YTD is now 4.81% without cash and 4.38% with cash. Sold a bit of stock yesterday and bought some bonds.

Comment on 6/1: One month since I calculated our PRR. YTD is now 5.7% without cash, and 5.18% including cash. XIRR for a total year at this pace would be 12.99% including Cash. No plans to tinker with AA.

Comment 7/1: One month since I last calculated our PRR and also the mid year point. YTD PRR using XIRR formula is now 6.24% w/o cash and 5.69% including cash like instruments such as high yield savings, I bonds, and near term CD's. Not as much progress, but I would love to replicate these returns in the second half of the year.

Comment on 8/2: As of 7/31 XIRR 8.26% not including Cash, 7.51% including Cash. Big bump over last month and the Dow just hit 22,000 this morning. Fingers are crossed.

Comment on 9/2: As of 8/31/17 XIRR 8.64% not including Cash, 7.86% including Cash.
Meh.........

Comment on 10/1: As of 9/30/17 XIRR 9.99% not including Cash, 9.09% including Cash. Happy Dance.

Comment on 11/2: As of 10/31/17 XIRR not including cash of 11.79% not including Cash, 10.72% including low yielding cash. Well "Dayum". My benchmark is 10.10%. Biggest winners SCZ(28.20), VWO(27.22) and VEA(23.30). IVV lagging at 16.66. Reits a dissapointment.

AA: 54/41/5

 

[Corporateburnout]

11.80% with 54% in equities. Very pleased....

 

[kgtest]

+15% with an expense ratio under .08. Seems like some of my Large and Small Index/ETFs are under performing the benchmark S&P. I am at 99% equities and realize some with 80/20 are outperforming me.

20% of my portfolio is comprised of individual stocks. the rest is index/etf. My AA is a little out of whack on the small cap side as my company changed investment plans and I am waiting for my week after thanksgiving to re balance. Seems the volume dips sometimes and I like re balancing during low volume less volatile times if I can time that.

I lied. Someone (LOL) called me out and mumbled something about a benchmark which made me double check my spreadsheet. After fixing my divisible integer to my original beginning of year balance instead of my fat-fingered current balance, my ACTUAL performance is 23.4% ytd. 1year is +36.35 and I am smiling.

After getting over how upset I was about making an error in my google sheet I actually started dancing around my kitchen, not gonna lie.

I thought something seemed funny when folks with 50% bond allocation were coming in around 11% ytd. One of these year's I will manage to beat all three indices.

 

[RobLJ]

14.8% as of 11-03 with allocation of 59%/25/16 cash. The internationals this year apparently have paid off, knock on wood.

 

[dixonge]

Thought I had a handle on my actual returns for the year, but now I am finding holes in my spreadsheet and calculations that appear to be completely wrong. So let's just go with my unrealized gains on current holdings (purchased in May), according to Schwab. So 10.57%.

And now back to the spreadsheet...

 

[street]

I noticed a current post to this thread so I just looked at mine. Through 10 month's end date Nov. 3rd it shows 13.69%. I know this won't be always the case but boy is it nice to see figures like this. Equity 68/14/18 cash.

 

[robnplunder]

I noticed a current post to this thread so I just looked at mine. Through 10 month's end date Nov. 3rd it shows 13.69%. I know this won't be always the case but boy is it nice to see figures like this. Equity 68/14/18 cash.

Welcome to the thread. Most of us post after the current month end. This month is looking good so far for most of us in stock market, knock on wood.

 

[target2019]

Thought I had a handle on my actual returns for the year, but now I am finding holes in my spreadsheet and calculations that appear to be completely wrong. So let's just go with my unrealized gains on current holdings (purchased in May), according to Schwab. So 10.57%.

And now back to the spreadsheet...

It has been written that a high percentage of spreadsheets have errors. So, it is great that you found one!

 

[robnplunder]

Up more than 1% since the last month. I am up at 12.13%. Life is good ... then you die .

Only up half a point from October and finishing November YTD with 12.65% on the upside.

 

[NW-Bound]

Another month, another buck. Oh wait, I lost money in November.

YTD: 18.1% as of today, 11/30/17. Last month, it was 18.6%.

What went down: semiconductors (yes, I still have plenty despite losing much due to covered calls getting exercised), and biotech. The month looked good until yesterday, when the rug was pulled out from under tech stocks.

What went up: retailers like Walmart, Home Depot, and building material manufacturers, steel, etc...

 

[MSUIndy]

Two low fee 401k Indexes up over 19% as of today. Hope it lasts for another 60 years .

 

[pb4uski]

13.68% YTD, up from 12.19% YTD 10/31 and 10.91% YTD 9/30.

Wh**!

 

[Happyras]

Ok, YTD 14.33% tracking at 78.5% of S&P (no div), up from Oct 31 of 12.32%. I might be a little rich in equities and time to re-balance soon, mostly for more foreign equity and shorter term bonds. The bond portion is about 6.5 year duration currently and I would like to see it a bit shorter at this point with the low spread in yield.

Currently 67/27/6 with 14% of total in Foreign equity and 5 % of total in foreign bond due to a mis calculation in buying Global Wellington without knowing their target % foreign would be so low. Not a stellar performance, but well centered for the low volatility.

 

[kneehigh]

401k mostly index fund. Bought HA a couple of weeks ago which is up almost 20% since. YTD, 20.99%.

 

[target2019]

YTD OCT 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)

• 9.93% YTD Weighted Performance overall for the whole pie.

401(k) Personalized Rate of Return is 23.57%.
From 01/01/2017 to 10/31/2017

• 10.7% American Funds American Balanced R6 Fund
• 28.01% American Funds New World R6 Fund

In my Roth-IRA, added Vanguard Global Wellington Fund Investor Shares to the portfolio. Will be consolidating international value into that at the end of year, and probably qualify for Admiral shares. Needed something more diversified for next 2 years of Roth contributions.

YTD NOV 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)

• 11.83% YTD Weighted Performance overall for the whole pie.

401(k) Personalized Rate of Return is 24.57%.
From 01/01/2017 to 11/30/2017

• 12.71% American Funds American Balanced R6 Fund
• 28.99% American Funds New World R6 Fund

Overall increase from previous month

• 1.73% (not XIRR)

 

[Corporateburnout]

13.17% YTD.

Did some rebalancing to bring equity allocation to my goal of 50% from 55%.

 

[LOL!]

YTD (November 30, 2017) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

13.90% VSMGX Vg LifeStrategy Moderate Growth (60/40)
13.02% VTWNX Vg Target Retirement 2020 (56/44)
12.98% VBIAX Vg Balanced Index (60/40), no foreign
12.84% DGSIX DFA Global 60/40 I, small-cap & value tilted
11.35% VWENX Vg Wellington (65/35)
13.39% VTTVX Vg Target Retirement 2025 (64/36)
17.06% VGSTX Vg STAR (63/37)

In the past month VTSAX (Total US Stock Index) was up 3.04% while VTIAX (Total Int'l) was up 0.80%. YTD these two funds are up about 20% and 25%, respectively, so US is trying to catch up to international before the end of the year.