2015 YTD investment performance thread

[Totoro]

Mixed up seven figures and two commas there

 

[prototype]

Down 0.1% as of 1/30/15 end of day.

 

[pb4uski]

Return of - 0.13% (per annum) YTD but it is really silly to evaluate anything based on a month (or even a year). No changes planned. Stay the course.

 

[Fermion]

I pretty much track the US market at 3/4 rate since we keep 25% in cash and 75% in stocks. So I guess we are down about 2% YTD. Next week probably will be up 2% the way things swing now.

 

[kaudrey]

I look monthly, so I was going to check today anyway. Up 0.46% for the month. No worries!

 

[target2019]

Energy is gonna pop in Feb. These charts prove it.

Sector Performance by Calendar Month - CXO Advisory



Vanguard tells me my stuff is up .014585482823188%.
But they can't tell me about my other stuff, so it could be higher or lower.

 

[Tadpole]

I update on Saturday. Last Saturday, I was up .04% so, since I am overweight energy, I imagine it will be substantially less after next Saturday.

 

[Midpack]

What?! Not even looking at this until mid-year. And even then I don't really do anything about it.

The market volatility this Jan makes it rather pointless at the moment.

+1. I rarely even look more than quarterly, and then only to rebalance if anything (usually not necessary), not looking at returns. I look at returns annually at most. YMMV

 

[Spanky]

completely flat.

 

[Spanky]

Energy is gonna pop in Feb. These charts prove it.

Sector Performance by Calendar Month - CXO Advisory



Vanguard tells me my stuff is up .014585482823188%.
But they can't tell me about my other stuff, so it could be higher or lower.

Not a bad time to get into the energy sector as it has taken some beating lately. Buy low?

 

[robnplunder]

Well, that would need to be at least one sextillion dollars (10 to the 21st) to have seven commas. Probably not within the reach of most of us.

Still, don't give up hope:

Names of large numbers - Wikipedia, the free encyclopedia

I didn't even know "sextillion" word existed. If I didn't have the right context, I'd thought the word refers to a pill you take before sex.

 

[audreyh1]

+1. I rarely even look more than quarterly, and then only to rebalance if anything (usually not necessary), not looking at returns. I look at returns annually at most. YMMV

I've been pos neg pos neg already several times YTD - so each day has a vastly different result!

 

[ABQ2015]

My TSP is down about 1%. I don't normally check it unless there is a large drop or increase in the market. It would be down more if I had not rebalanced to 10% International and moved some of my G (stable value) to F (bonds). The ER end of the year threads on rebalancing motivated me to buy the International. Thanks, Audreyh1!

 

[shasta]

Pretty much flat using equity / bond indexes with a 70/25 split.

 

[Rickt]

(- )1.6% for january in 100% stock (70% US, 30% Europe) portfolio.

 

[Lisa99]

Had to check Quicken since I don't track monthly but we're up 1.28% with a 55/45 split. All in index funds and only about 10% international.

 

[audreyh1]

What is really amazing YTD in 2015 are the bonds:

• 5 year US Treasury - interest rate has dropped from 1.65% to 1.19%
• 10 year US Treasury - interest rate has dropped from 2.17% to 1.68% which is the biggest one month drop since 2011
• 30 year US Treasury - interest rate has dropped from 2.75% to 2.25%. Somewhere said 10% gain in Jan for 30 year bonds.

Huge moves just today.
Treasurys Post Biggest Monthly Gain Since 2011 - WSJ

 

[gcgang]

What is really amazing YTD in 2015 are the bonds:

• 5 year US Treasury - interest rate has dropped from 1.65% to 1.19%
• 10 year US Treasury - interest rate has dropped from 2.17% to 1.68% which is the biggest one month drop since 2011
• 30 year US Treasury - interest rate has dropped from 2.75% to 2.25%. Somewhere said 10% gain in Jan for 30 year bonds.

Huge moves just today.
Treasurys Post Biggest Monthly Gain Since 2011 - WSJ

The great bond performance is sure to change soon, as I recently bought a slug of EDV, or long Treasury zeros.


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[shasta]

OK a bit **** after today hehe.

 

[RunningBum]

What?! Not even looking at this until mid-year. And even then I don't really do anything about it.

The market volatility this Jan makes it rather pointless at the moment.

^^ this

 

[shasta]

Yeah pretty much normal for January.

 

[Looking4Ward]

Down an even 1% in a 69/31 portfolio (65/35 taxable, 76/24 IRA). Time to rebalance a bit, I think.

 

[freebird5825]

+ 0.14 according to M* portfolio tool

AA 43/54/3

 

[audreyh1]

I don't get notice of my Jan dividends until tomorrow, so how can anyone know how they did in Jan 2015 without the divies?

 

[Lisa99]

The performance I posted is month to date out of Quicken.