If You Haven't, Go Look at Your Account Balances

Midpack

Midpack

Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Joined
Jan 21, 2008
Messages
21,361
Location
NC
I hadn't looked at all since March 31st (I always review quarterly), just busy with other things and not concerned. Looked this morning for no particular reason and I'm up more than 14%. A little more encouraging than the past year or so. :cool:

Treat yourself.
 
I saw mine yesterday while I was updating shares in M* portfolio tracker.
2009 YTD 8.8%, with AA reset to 40/60 in Jan 09
2008 -24%
Getting there...:)
 
Definitely nice. I look at mine every day and it has been much more pleasant lately!

Now, if this would just continue for a while longer... :)
 
I looked at ours about 4 days ago. Looking a lot better for sure. I decided to adjust our AA a bit from 65/35 to 55/45 as part of a pre-planned gradual move toward an eventual 40/60 AA come retirement time.
 
Pleasantly surprised that the PF is higher than the day I retired (8/31/08).

I'll be buying a chunk of S&P index in the next week or so; every time I do that, the market dips. There may be a buying opportunity the day after I buy.:confused:
 
Other than an occasional peek when I'm using the VG web site for something else, I do not regularly look at my numbers. Since the S&P is up about 5% YTD, I am probably in the black also. Don't plan on withdrawing the proceeds soon so it really does not make any sense to get too excited with today's balance. I'll do my annual rebalancing in December and tweak my AA as I deem necessary.
 
Yes things are looking up. I am up 13.7% YTD after being down 29% in 2008. NW is up 10% from the pre-crisis high. I recovered 49% of what I lost from peak to through.
 
Not sure how much I am up this year, but with 1/2 the portfolio in international investments that have outperformed the US market indexes, I'm probably well above 0% return for the year. I know from the bottom back in early March I am WAY up percentage wise and dollar wise. If things don't crash dramatically before June 30, this will be the best quarter ever for my net worth (which I only track quarterly). Hopefully we'll have a very active braggart thread on July 1 about how well our portfolios have done so far! See you there...
 
I've almost recovered half of what I lost at the peak. Just now starting to rebalance back down to 60/40 which is my new target AA (was 70/30).
 
For the first time since January, I am looking at mine and I am up considerably(maybe 30 percent). I quit looking the first quarter because I thought it was better to sleep at night than know the ugly reality. I wasn't going to sell in any case, and the ostrich method made it easier to cope.
 
REWahoo said:
I think this thread should be closed before we all regret posting to it...
Click to expand...

Hear, hear !!!

I updated my figures end of month as usual and am up 4.11 ytd, compared to -16.25 for 2008. (35/65 mix)
 
My 401k from 3 jobs back that is invested in 10% emerging markets and 90% b33v3r ch33s3 futur3s is up 120% YTD. It only comprises 1.7% of my portfolio and I don't have percentages on the rest of the portfolio, so I'm going to call it 120%. (Just foreshadowing the posts to come around July 1).

My current 401k actually says 9.8% return YTD. So somewhere between 120% and 9.8%. :)
 
I look at mine once a month when I update my spreadsheet. Lately I haven't had to have a shot of JD before I look. :flowers:
 
I am up 6.7% YTD plus I am almost $10K less in debt (10 and 15 year mortgages pay off quick) and I had a lot of expenses this last 6 months. According to Vanguard the total stock market performance YTD is 6.8% and the S&P fund is 5.38% as of 6/05/09.
 
Yep, some definite improvements and a significant recovery! Up 9.35% YTD and down only 24% from peak value in Oct 2007 as opposed to being down 40% from peak in March! I'm hoping (knock on wood!!!!) to rebalance soon and take some profits as my asset allocation has changed significantly since I rebalanced on Jan 15.

Audrey
 
I know I have a higher portfolio value now than I have ever recorded at the end of any quarter (but that total includes new contributions too). Maybe not higher than the all time intraquarter highs that I don't keep track of.

And my emerging market index fund that I have been accumulating for a few years is back in black at this point. All those EM purchases in late 2008 are up close to 100% at this point, and I'm fairly overweighted in EM versus my target asset allocation (11% versus target 9%). May trim back the allocation some if it goes up much more.
 
After drilling down a bit, I found out that DW's company stock holdings show a YTD increase of 305% (XIRR). It represents only 4% of our NW. Her company stock had fallen almost 90% from peak to trough (ouch!) so it is exciting to see it move in a direction other than down... ;)

This is a plot showing portfolio value = f(time):
 
Last edited:
You must log in or register to reply here.

Similar threads

T
All Your Worth (Book Review)
Replies
5
Views
758
walkinwood
walkinwood
R
Seeking Advice - for retiring at 52.5
2
Replies
44
Views
5K
LateToFIRE
LateToFIRE
T
Retired 10 years today!
Replies
20
Views
2K
walkinwood
walkinwood
M
Newly Retired - 4 month update
2
Replies
28
Views
5K
Koolau
Koolau
G
Age 38, Anxiously approaching FIRE, excited to give and receive thoughts and insights
2
Replies
25
Views
4K
Cayman
Cayman

Latest posts

Back
Top Bottom