2023 Investment Performance Thread

[dknighd]

Honestly, if I end up even this year I will be happy. If I make up for last year I will be even more happy.

 

[Andre1969]

Looks like it's that time of the month again. Here's my latest...

1/31/2023: +7.08% YTD.
2/28/2023: +4.22% YTD.
3/31/2023: +7.18% YTD.
4/28/2023: +8.40% YTD.

One thing I noticed, is that this month my MMAs didn't pay quite as much as they did last month. But, I wonder if that's because in March they "settled up" on the 31st, whereas this month, it was the 28th? I'd never really paid that much attention before, because it's been ages since MMA's have paid this well...and also awhile since I've had an MMA just sitting there, earning interest. Usually I was moving money in and out of them every so often, so it would throw off the average balances. But with them paying 4% and up, I've just been leaving them alone for the time being.

 

[street]

5.40% YTD. Last month the rollover that I had done had some negative effects but not complaining still have more than expected.

 

[target2019]

Target: 55/40/5

Jan-23 +3.45%
Feb-23 -1.94%
Mar-23 +1.90%
Apr-23 +0.59%
2023 YTD +4.00%

50/50 Benchmark: 4.27% American Funds American Balanced Fund R6

 

[copyright1997reloaded]

April: +0.6%
YTD: +5.6%
From peak (12/31/21): -7.5%

Month would have been better except $ went to taxes (filed extension) and house improvement project. Rough estimate +.3% to +.4% difference. ETA: Owed money at extension time due to higher than originally planned Roth conversions.

AA likely remains close to end of March - 38% equities, 56% Fixed (weighted maturity just slightly longer than 1 year), 6% precious metals.

 

[jimbee]

As of the end of April, up 5.6% on a 52/48 asset allocation.

 

[Rianne]

Aa 41/54
ytd +4%

 

[SloHan]

7.41% YTD. Fridays market close helped notch the second consecutive month of gains.

 

[Car-Guy]

+6.5 % YTD all in fixed income

 

[Rickt]

7.46% ytd
aa:77.5/18.5/4

 

[joesxm3]

Up about 10% YTD, but still down about 11% 1/1/2022 to date.

 

[madman]

Up 11.9% YTD, 99% equity/1% bonds.

My account summary page shows return summary for YTD, 1 year, and 3 years as of 3/30/23. My 1 year return is +4.2%, my 3 year is +83%. 3/30/2020 was around the time the market tanked due to COVID. Good example of why not to panic sell all of your stocks and sit on the sidelines rather than ride out bad times until market improves IMO. S&P 500 bottomed out on 3/23/2020 down 39.9% from 2/16/2020. Scary times back then but good to see how everything came back quickly.

 

[Markola]

7.71% YTD with a 48/48/4 allocation. You can DM me about the 4%, which is juicing returns this year.

 

[5Miler]

1.1% mtd
7.6% ytd

aa = 83/17

 

[braumeister]

4.3% YTD on a 55/45 AA. I'm a little disappointed, but think this bull still has a little life left in it.

 

[wdberry62]

Up 1.2% for April, 9.8% YTD on an 80/20 AA

 

[KCGeezer]

Not as strong as many of you folks at 4.8% on a 60/35/5 AA.

 

[audreyh1]

Up 5.08% YTD ~50/50

 

[gamboolman]

As of 1-May-23 for our total Portfolio, we are up 2.7% from 1-Jan-23, Net after expenses.

Current Asset Allocation is approximately 51% Equities, 32% Bonds, 17% Cash.

 

[dmpi]

I'm up 6.85% from the start of the year. 66/33 allocation.

 

[srblanco7]

+7.42% YTD with AA of 76/18/6. That includes YTD contributions which are offset by pulling out funds for a "new to us" vehicle purchase.

 

[BruinBones]

+4.27% YTD with AA 55/45. This includes drawing down $24k from brokerage account so far this year.

 

[jaybee0]

+14.95% ytd. Aa 87/13

 

[Ronstar]

+4.57% ytd ~50/50

 

[retire48in2018]

+15.81% ytd. 90/0/10.