Poll: What kind of investor are you?

What kind of investor do you consider yourself?

  • Bogle head (lumper)

    Votes: 12 16.4%
  • Bernstein head (slicer)

    Votes: 16 21.9%
  • Total World Market

    Votes: 4 5.5%
  • Value

    Votes: 9 12.3%
  • Momentum

    Votes: 1 1.4%
  • Dirty Market Timer

    Votes: 6 8.2%
  • TA

    Votes: 0 0.0%
  • Gold bug

    Votes: 0 0.0%
  • Dividends

    Votes: 9 12.3%
  • Beyond mere labels

    Votes: 16 21.9%
  • Las Vegas

    Votes: 0 0.0%

  • Total voters
    73
How are you guys calculating returns? With all of the cash going in, cash coming out, dividends, trades, etc., it is NOT simple for my portfolio.

Pretty easy for me ... call a realtor or two, once or twice a year to get comps.

RE up ~10% YTD.
Stocks down ~2% YTD.
 
As much as I buy the indexing funds argument, I can't bring myself to do it.
I have about 15 stocks in my Ameritrade account that I get dividends from.
Have most of my Vanguard 401k money in the "fixed fund", pays about 4%.
Also have some Dodge & Cox Stock and Balanced funds - I believe D&C are terrific funds, low cost too. Also, have some money in CD's.
 
Pretty easy for me ... call a realtor or two, once or twice a year to get comps.

RE up ~10% YTD

A man after my own heart. Where are you investing in RE at?
 
The only one of those definitions I even remotely recognize, and it's TA. I didn't think this was THAT kind of site, now! :D
 
Hmmm- ballpark - his and hers(da SO):

75% Vanguard Lifestrategy mod and cons(since they became availible in the 90's).
10% REIT Index(circa 1998)
5% misc putz junk - Hi yield bonds, Int bonds, Small cap value index.

10% Individual DRIP stocks(started about 1989)

Classic Bogle - 'core and explore.'

12 th year of ER - looking for that elusive combo of defense and offense.

BTY - current div/interest of the above plus early SS, two small pensions - is more than enough per FireCalc.

We sold and consumed the duplex in the first ten years.

Hat's off to you successful RE cats - REIT Index - is as close as I want to get in my - er ah old age - living in a fish camp is RE enough for me. I'd rather rent - but she likes it - a non financial decision - descretion being the better part of valor and all that rot.

Heh, heh, heh.

P.S. As to DRIPs - may switch to kayaks - if I ever get bored.
 
Very finely sliced:

10%  Emerging Markets
22%  Foreign Stocks
  5%  US Large Cap Stocks
20%  Real Estate
10%  Oil, Gas, and Commodities
30%  Cash and Bonds
  3%  Gold

No individual stocks; mutual funds from Vanguard, Fidelity, and Third Avenue. ETF for the gold.

Just got settled into this allocation this year, so no results to report yet.
 
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