2023 Investment Performance Thread

[retire48in2018]

Oops - day early! One more day…

 

[RetiredAt49]

Oops - day early! One more day…

Haha! Hopefully it’ll pop up another 2-4% tomorrow!

 

[kevdude]

16.49% on the liquid portion of our investable assets, which is 87%/0%/13%. Non-liquid assets are investment real estate, which make up 70% of our total investments. That portion is probably down about 8-9%.

 

[target2019]

This link should bring up a 1-month view of Finviz, covering most of May 2023.

https://finviz.com/published_map.ashx?t=sec&st=w4&f=053123&i=sec_w4_081404202

Tech sector and a dozen other companies are doing their share.

 

[Spanky]

4.75% ytd, 40/60

 

[ATXFIRE2034]

I am up 28% across my portfolio YTD.

Current AA (equities / bonds / cash / crypto) = 81.8% / 4.7% / 13.3% / 0.2%

Not included in what I indicated above is a 2.5% gain on RE / personal property equity.

Overall NW is up 17% YTD.

I am now at 65% of my goal FI target.

 

[copyright1997reloaded]

May -0.2%
YTD +5.45%
1 year +0.6% (Estimated - actual is better as I wasn't doing weekly or month end snapshots, this is compared to 5/13/23 and since the market was falling, my YoY comparison would be better.)
Since 12/31/20 +3.3%
Since 12/31/19 +18.2% (ha ha, including these longer term numbers makes me feel better)

Also, I've been doing some house improvements, so spending money like water (and thus withdrawing funds).

 

[RetiredAt49]

YTD: +19.65%
AA: 100% Stocks (excluding rentals but I don’t include them)

 

[retire48in2018]

+15.00% ytd. 90/0/10.

 

[street]

Ytd +4.75%. 80/20aa.

 

[Markola]

6.63% ytd at 50% stock/45% bonds/5% BTC.

 

[HenryD]

YTD +4.1% excl contrib, +7.0% incl contrib, NW +8.6%
Investments from 12/2021 peak -2.5% incl contrib
Actual AA 75/19/6, target AA 74/20/6

 

[jimbee]

YTD +5.37%, 55 Equities/45 Fixed

 

[Andre1969]

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.
5/31/2023: +8.96% YTD.

I think I topped out around 5/26, up around 9.5%, so it's cooled a bit since then. Still, I'm not complaining!

 

[KCGeezer]

Lagging some but fairly comfortable with 4.75 ytd.

 

[target2019]

50/50 portfolio total is +3.44% - 2023 YTD balance. Performance is similar.

Spotlight on her 55/45 TSA - 5.27% YTD rate of return. 55% in an S&P500 fund in combination with a GI fund (3% yield). In the process of moving that away from insurance company. What BS!

 

[BrianB]

-1.57% for May; +4.24% YTD.

75% stock/20% fixed/5% cash allocation

For May, the winners were the money market funds. The losers were our dividend stocks.

BrianB

 

[VanWinkle]

7.81% YTD with 53/25/22 allocation. 22% cash is for a house purchase in Tennessee closing June 28th. Cash is in VUSXX Treasury Money Market.

 

[5Miler]

-0.1% for May

+7.4% YTD

AA = 83/17

 

[PatrickA5]

+4.88% 32/26/42

 

[jaybee0]

+15.82% ytd
aa 90/10

 

[SloHan]

7.42 % YTD for May. AA 83/17

 

[ImThinkin2019]

May 2023 +1.24%
YTD 5/31/23 +7.26%

AA 40/40/20 Equities/Fixed/Cash

 

[joesxm3]

Not end of month, but as of eob 6/2/2023

2023 ytd +14.33%

1/1/2022 to date -8.30%

from max -18.56

 

[SloHan]

Not end of month, but as of eob 6/2/2023

2023 ytd +14.33%

1/1/2022 to date -8.30%

from max -18.56

Yes. The market had a great bump today. I made many paper tens of thousands lol.