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07-01-2016, 09:19 AM
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#401
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Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,603
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Up 4.86% ytd after withdrawals.
Comparison between accounts:
401k +5.53%
After tax port +4.25%
Annuity -1.05
IRA managed by FA +2.91%
AT&T stock +25.19% (had to double-check that one)
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07-01-2016, 09:29 AM
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#402
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 7,113
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I am up 9.2% ytd with 40% bonds, 53% stocks. I have my own RMD set aside in MM as that account is 100% O which is smoking, that can't last. Husband's Wellesley is chugging right along.
I have realigned Roths from industrial dividend payers index to utility and real estate index funds.
__________________
Duck bjorn.
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07-01-2016, 09:43 AM
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#403
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,570
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TWRR -Up a "golden" 7.01% thru 6/30.
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
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07-01-2016, 10:02 AM
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#404
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Full time employment: Posting here.
Join Date: Sep 2014
Posts: 645
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Up 9.5% in the managed account (that's me as manager) and flat in the Mutual fund account at Fidelity. I am slowly converting the Fidelity mutual funds into stocks. Even though the funds are low cost, they seem to be running uphill in good times and downhill in bad times!
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07-01-2016, 10:45 AM
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#405
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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Wow, a lot of good YTD gains. Most of us are beating the market. I am impressed. Let's keep it up.
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07-01-2016, 10:49 AM
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#406
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,022
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Quote:
Originally Posted by robnplunder
Most of us are beating the market.
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Of course - what else would you expect from the online version of Lake Woebegone?
__________________
Numbers is hard
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07-01-2016, 11:06 AM
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#407
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Moderator
Join Date: Oct 2010
Posts: 10,725
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Quote:
Originally Posted by REWahoo
Of course - what else would you expect from the online version of Lake Woebegone?
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I'm up 8%, but that's only if I include the best performing accounts. Seriously, taking every account, adding back spent, I'm up 3.7%. It would be cool to see if some of these bigger gains reported here were on low beta or not.
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07-01-2016, 11:12 AM
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#408
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gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
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Quote:
Originally Posted by sengsational
I'm up 8%, but that's only if I include the best performing accounts. Seriously, taking every account, adding back spent, I'm up 3.7%. It would be cool to see if some of these bigger gains reported here were on low beta or not.
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That sounds more like me, that is the 3.7%. Some of the numbers mentioned in this thread seem astronomical in todays market, possibly we have some budding hedge fund managers or very good market timers.
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07-01-2016, 11:39 AM
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#409
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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4.3% YTD. That's including every penny in about 25 accounts, including all IRAs, 401k's, Roth's, I-bonds, checking account. Heck, I even included negative amounts outstanding in credit cards that will have to be paid in full at the end of the month. Quicken reported my total bottom line which I use (not including real estate, the junkie vehicles, guns and ammo, the few gold coins, the "treasure" I keep in the garages, etc...).
Some people here get 9% to 10%. Nice! What do I do if I have the same? Two business class seats to Europe, plus I will make a call to my favorite contractor and tell him to come and finish the deck that I am repairing.
Again, international equities held me back. Perhaps Bogle was right that we needed no stinkin' foreign stocks.
What I would hate even more is if I sell then they rally out of sight.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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07-01-2016, 11:40 AM
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#410
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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Quote:
Originally Posted by DFW_M5
That sounds more like me, that is the 3.7%. Some of the numbers mentioned in this thread seem astronomical in todays market, possibly we have some budding hedge fund managers or very good market timers.
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If you have large cap value, RE, emerging market bonds and muni's you could easily be up 7 -10%. As soon as you add large cap growth and international into the mix, your return drops.
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07-01-2016, 11:44 AM
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#411
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gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
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Quote:
Originally Posted by COcheesehead
If you have large cap value, RE, emerging market bonds and muni's you could easily be up 7 -10%. As soon as you add large cap growth and international into the mix, your return drops.
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Probably not the typical mix on this board.
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07-01-2016, 11:50 AM
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#412
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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Quote:
Originally Posted by DFW_M5
Probably not the typical mix on this board.
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Those are the "yield" investments.
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07-01-2016, 11:58 AM
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#413
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Full time employment: Posting here.
Join Date: Sep 2014
Posts: 645
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It was the international fund that was the problem in my IRA at Fidelity. The other funds were up a bit. The dividend stocks were the stellar performers.
Sent from my SCH-I545 using Tapatalk
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07-01-2016, 01:00 PM
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#414
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2006
Location: west coast, hi there!
Posts: 8,809
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Quote:
Originally Posted by REWahoo
Of course - what else would you expect from the online version of Lake Woebegone?
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One of these statements is true of our YTD returns :
1) Up 7 figures in total account values
2) Up 10.9% mostly due to that SBUX stock position
3) Portfolio up 4.4%
4) Portfolio up 11.3%, due to sector etf exposures (utilities VPU, energy VDE)
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07-01-2016, 03:20 PM
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#415
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Recycles dryer sheets
Join Date: Apr 2012
Location: Seattle
Posts: 479
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It appears my 401K is lagging most of you. Need to do some digging on the "why".
YTD Performance:
401K: +3.1% (AA 70/30 ish)
Individual Stks: +6.7% (small $$---blue chippers mostly)
Home value: +11.7% (realizing this is pretty unique to Seattle WA). Locals call it the "Amazon.com" effect meaning younger S/W engineers being hired by AMZN downtown SEA.
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07-01-2016, 03:30 PM
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#416
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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I could have done better if I had put more in my winners, such as Cummins (30.5% YTD), ATT (29.1% YTD), Verizon (24% YTD), Utility ETF XLU (22.3%), or Walmart (21.2%), J&J (19.6%), etc...
Instead, I had to stay diversified and held some stinkers like the aforementioned foreign stocks. I am still waiting for them to redeem themselves.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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07-01-2016, 03:48 PM
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#417
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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Quote:
Originally Posted by supernova72
It appears my 401K is lagging most of you. Need to do some digging on the "why".
YTD Performance:
401K: +3.1% (AA 70/30 ish)
Individual Stks: +6.7% (small $$---blue chippers mostly)
Home value: +11.7% (realizing this is pretty unique to Seattle WA). Locals call it the "Amazon.com" effect meaning younger S/W engineers being hired by AMZN downtown SEA.
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Denver too. We've seen a 40% rise in the value of our home in less than 4 years.
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07-01-2016, 04:06 PM
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#418
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2006
Location: west coast, hi there!
Posts: 8,809
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A few benchmarks of Vanguard Target Date Funds as of 6/30/16 :
2010: 4.2% (AA = 33/67)
2015: 3.9%
2020: 3.8% (AA = 58/42)
link: https://investor.vanguard.com/mutual...th-end-returns
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07-01-2016, 04:37 PM
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#419
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Recycles dryer sheets
Join Date: Apr 2012
Location: Seattle
Posts: 479
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Quote:
Originally Posted by COcheesehead
Denver too. We've seen a 40% rise in the value of our home in less than 4 years.
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Wow--that's a big increase in value. My property taxes are up to $4300 now on what I classify as a lower end "entry" home. 1240 sq feet Craftsman. I need to factor that into my ER planning as they will probably rise again next year.
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07-01-2016, 04:57 PM
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#420
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Recycles dryer sheets
Join Date: Feb 2015
Posts: 60
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7.45%, so down just over 1% this month. MSCI EAFE fund took a Brexit hit. Some other high performers from earlier in the year cooled off a bit too.
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