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Old 06-01-2016, 05:45 AM   #341
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I wonder if others of us have different definitions of cash.
You can stop wondering...

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Old 06-01-2016, 05:52 AM   #342
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Up 3.50% after withdrawals.

Comparison between accounts:
401k +4.07%
After tax port +3.25%
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Old 06-01-2016, 06:52 AM   #343
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As of yesterday's close, I've seen a return of around 2.8% so far this year. Not too bad, I guess.
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Old 06-01-2016, 07:04 AM   #344
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As of yesterday's close, 2.7%.
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Old 06-01-2016, 07:30 AM   #345
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2.9% if my first stab at it was correct this time.

After a bit of a rocky start this year, I am so pleased with how the market has been doing lately.
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Old 06-01-2016, 07:30 AM   #346
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Have been patting myself on the back recently but had been forgetting to add in another account. Oh well, still not bad. Presently up 4.33% on the year. 90% investment grade preferreds, 10% cash/Ag mutual fund. Goosed returns a bit with easy shooting fish in the barrel from selling on high bids and then re buying issues at better price. Like anything...It works until it doesnt.


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Old 06-01-2016, 08:06 AM   #347
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Originally Posted by pb4uski View Post
I consider my PenFed CDs as part of fixed income (essentially a substitute for a 5 year bond) rather than cash... for me cash is just checking and savings. I wonder if others of us have different definitions of cash.
As well as CD's I also count I-Bonds as cash as they are immediately accessible after the first year and have no risk to principal.
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Old 06-01-2016, 08:10 AM   #348
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We are up about 25% YTD with the sale of our house, since a lot of people don't count house in their investment portfolio and we didn't buy a new house.

Pretty sweet!
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Old 06-01-2016, 08:22 AM   #349
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Up around 6.9% YTD mostly due to rebound in energy sector. Now selling some energy sector assets to reduce overall equity exposure (~85% before sales) and energy specific exposure (~36% before sales).
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Old 06-01-2016, 09:08 AM   #350
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Up 4.1%. Can't be too disappointed with that.
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Old 06-01-2016, 09:27 AM   #351
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6.97% YTD and 2.9% annualized. I'll take it.....
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Old 06-01-2016, 09:39 AM   #352
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According to Pb4uski's calculator that we are all now using, I'm up 6.87%
in my dividend portfolio where nothing goes in (except dividends received) and nothing goes out.
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Old 06-01-2016, 10:00 AM   #353
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Four percent.
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Old 06-01-2016, 10:03 AM   #354
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6.97% YTD and 2.9% annualized. I'll take it.....
I take it you meant 2.9% YTD and 6.97% annualized.


I can live with 6.97% annualized return.
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Old 06-01-2016, 10:26 AM   #355
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Up 5.49% ytd thru 5/31
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Old 06-01-2016, 10:43 AM   #356
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6.97% YTD and 2.9% annualized. I'll take it.....
Backwards?
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Old 06-01-2016, 03:33 PM   #357
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3.28% YTD as of yesterday's close.
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Old 06-02-2016, 12:47 PM   #358
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8.69% YTD, XIRR. Eked out another small gain in May.

AA = 50/45/5 S/FI/C.
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Old 06-02-2016, 07:06 PM   #359
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Backwards?
Correct. An example of financial literacy going south after 60
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Old 06-02-2016, 07:37 PM   #360
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As of 6/2/16, up 3.11%YTD. Nice recovery!

I like it when I'm getting close to recovering my annual withdrawal.

But I still have a ways to go to get recover from last year's slight loss, and last year's withdrawal.
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