2019 YTD Investment Performance Thread

[Ed B]

As of 4/9/2019 I am up 9.81% with a 65/35 asset mix.

 

[sengsational]

26.2% YTD. It's been a good year so far!

Very cool! That will continue to work. Until it doesn't. But by then maybe you'll have enough to retire.

 

[gstillson]

There are no "plans" you can figure out that will constantly beat the market, sorry to inform you.

I made well over 100% last year but this year am only up some 9%, well below the market indexes.


The only real way you can beat the market is to get lucky and then join everyone in index funds.

 

[sengsational]

That's why casinos are so fancy. Gamblers can be up and can be down. But it's the rare gambler that wins and quits gambling for good (i.e. joins the rest of us in index funds).

 

[NW-Bound]

Anybody with a moderate allocation to equities should have YTD performance in the double digits without using any nails nor even a hammer.

There you go. If you go not get at least 10% YTD, do not ask the other fellow what he did right. Ask yourself what you did wrong.

 

[LOL!]

There you go. If you go not get at least 10% YTD, do not ask the other fellow what he did right. Ask yourself what you did wrong.

That's a good way to look at it.

As of the end of yesterday VSMGX, Vanguard LifeStrategy Moderate Growth has a YTD performance of 10.00%, so it picked up the missing 0.04% for @pb4uski. Of course, things can head downward from here, too.

 

[kgtest]

1/31 +10% YTD Over half recovered from my terrible Nov/Dec '18
2/28 +14.57% and almost back to my 52 week high.just another ~4.5% to break the 52 week high
3/31 +16.75% and I was beating all three major indexes...
4/30 +21% 52week high, net worth at record highs, liabilities at all time lows...blessed.

Feeling optimistic and gonna jump on the Slack DPO SK

 

[robnplunder]

Up 6.22%. FSRPX is rocking among my MFs.

8.84%. FSRPX continues to be my top performer.

 

[street]

YTD +12.20% up over 2% from end of March.

 

[CardsFan]

YTD: +10.3%

AA: 54/46

All in, spend adjusted.

 

[Andre1969]

Here's my results, so far...
1/31/19: +7.94%
2/28/19: +11.4%
3/31/19: +12.8%
4/30/19: +15.6%


And, as before, that's rate of return, rather than just how much my net worth has accumulated, as I'm putting in additional investments.

 

[ckelly78z]

T-Rowe Price ( PPUSX ) LCGR4 equities for my 401K...up 21.13% YTD as of close yesterday....thrilled, but cautious ! This fund has a 18.21% average return for the last 10 years.

 

[Lawrencewendall]

Ytd +14.35%

 

[exnavynuke]

Ytd +17.94%

 

[kgtest]

There are no "plans" you can figure out that will constantly beat the market, sorry to inform you.

I made well over 100% last year but this year am only up some 9%, well below the market indexes.


The only real way you can beat the market is to get lucky and then join everyone in index funds.

Truth. I am beating 2 of 3 markets with Nasdaq on a tear and I own AAPL as one of 3 individual equities. If AAPL is down vs the market...I am not beating the market. That is basically my strategy lol. Right now it's up, but my MMM is down...so YES Luck has something to do with it. I would literally never try to beat the market. That is not my plan, my goal nor my objective. I do try to match it though I average 20% since 2006 and I haven't written a single option. Not that there is a right or wrong way...everyone runs a different race. YMMV

 

[karen1972]

15.25% YTD. I have to credit that to the fact that I took the calculated risk and moved my traditional IRA money from Wellington to Total Stock Market Index when we hit the 20% correction in December... so instead of 11.31% YTD I swapped to 18.58% YTD which really helped my average.

 

[redduck]

... I average 20% since 2006 and I haven't written a single option. Not that there is a right or wrong way...

I think I may have stumbled across the wrong way several years ago.

 

[kgtest]

15.25% YTD. I have to credit that to the fact that I took the calculated risk and moved my traditional IRA money from Wellington to Total Stock Market Index when we hit the 20% correction in December... so instead of 11.31% YTD I swapped to 18.58% YTD which really helped my average.

You dirty ole market timer you. Kidding! Nice timing.

 

[kgtest]

I think I may have stumbled across the wrong way several years ago.

Lol. Oh ive been there. Its kinda like waking up next to your buddy in the klinker...dont do that again.

 

[Jeffman52]

18.28% YTD

One year is 11.26%

 

[YoungSaver]

16.24% YTD

One year is 9.00%

 

[RockyMtn]

YTD up 11.6% on AA of 61/36/3.

 

[sengsational]

12.2% YTD, all-in, spend adjusted, as usual. And hit a new high (nominally), surpassing January 2018. Quit over 5 years ago at 54 and nominally up 20% since then. Thinking about how/when sequence of returns risk starts dropping off.

 

[kgtest]

12.2% YTD, all-in, spend adjusted, as usual. And hit a new high (nominally), surpassing January 2018. Quit over 5 years ago at 54 and nominally up 20% since then. Thinking about how/when sequence of returns risk starts dropping off.

I think you might be past SORR. Even if you adjusted spend up by 5 to 10% you would probably be fine. I guess for my planning I consider the first 6 years after income loss or reduction as the largest risk years but I know people argue 10 years or the lost decade etc.

 

[NW-Bound]

Even while traveling I still check up on my stash. No reason not to, when you have access to fast Internet, and at night while resting from a day of walking.

Jan 31 YTD: 9.45%
Feb 28 YTD: 12.34%
Mar 29 YTD: 13.85%

April 30 YTD: 17.9%

Stock AA is down to 62% from 70%, due to call options on semiconductor stocks getting assigned. I might have sold too early, as I would have picked up more than another 1% if I did not sell these options. Oh well, greed may turn to fear in an instant.