2016 YTD investment performance thread

[redduck]

Using the Investment Performance Calculator my Dividend Portfolio is up 10.69%.

There are currently 21 stocks in the portfolio. According to Morningstar, the dividend yield is 3.29. All but two stocks are rated 1 for safety by Value Line, the remaining two are rated 2. There are no transaction fees involved. The purpose of this portfolio is to make up for some of the income that my bond funds haven't been bringing in. Hopefully, I'm doing this in a reasonably safe way. So far, so good. I guess I should mention that my Dividend Portfolio is only part of my portfolio, but its portion is growing larger as time goes on.

 

[madsquopper]

Wow that was an underperforming benchmark IMO, only returned 0.88% in 2016 with an allocation somewhat close to Vanguard Moderate Lifestrategy Growth (VSMGX) which is the one I use. That one returned 7.13%, my port was 7.53% (59/34/7).

The adjusted closing values off of Yahoo said 2.4% but I'm a bit leery since I think they should be a bit higher, but these numbers are usually accurate. I may wait a few more days and recheck, or wait for Fidelity to report.

Larry

 

[Mo Money]

2016 performance: 10.37%. Roughly 75% equity index ETFs, 20% bond index ETFs, 5% cash earning 1% at Barclays. While this allocation is relatively high in equities, the 25% in bond index ETFs and cash can support me for about eight years -- longer than the depression and great recession combined. Thus the aggressive allocation.

 

[Loving Life]

Update through December - as previously discuss, this has been a better year for me - last year, while everyone was in the positive, I lost 3.68%. To date positive 16.93%


Currently, my portfolio is 70% fix income and 30% percent stocks. I have got out of all mutual funds for this year, (too risky) Individual stocks have done better for me the last few months (a 1/2 dozen stocks). Due to this strange market that I do not understand, I have everything on a very short leash.
http://www.early-retirement.org/forums/reputation.php?p=1793510

My finale number for the year is 19.78% - The best year I have had for 4-5 years. I am shocked, at the beginning of the year, when I made my allocation changes, I figured I was in for another low or down year - nice surprise - as of 12/31/2016 I an now only 15% Equities, 85% cash or fixed income.

 

[Rdub]

My You Index from Personal Capital was 7.1%. I have a pretty significant cash and muni fund balance that held it back a bit. Overall investable assets were up 10.1% and NW was up 9.4%. Better than I planned for this year. Happy New Years!

 

[RetiredGypsy]

Final numbers to the end of the year put me at 12.7%. Dividends counted for nearly 40% of that. I'll take it!

 

[simple girl]

8.03% YTD. 60/40 allocation.

 

[Ronstar]

8.66%

 

[growerVon]

8.86% across all holdings in a 75/25 asset allocation that includes a healthy exposure to Intl.

 

[Avalon]

+9.66% 66/28/6
Planning to increase my cash position significantly.

 

[retire2020]

+9.61%. 65/35 50/50 domestic/international.

 

[jazz4cash]

8.77%
64/22/14

 

[canuck5]

7.9% return with a 49% stocks / 51% bonds & cash (CD's, thank you PenFed!)

 

[iloveyoga]

We have a balanced portfolio and 2016 YTD is 9.78, which I was very happy with.

Does anyone listen to or read Bob Brinker?

 

[mrfeh]

9.7%

62/38 AA. Tilt to small-value helped. ex-US equities hindered.

 

[NanoSour]

7.4% 56/34/10

 

[Andre1969]

I closed out 2016 with a return of roughly 8.4%. Not too bad, I guess, but I hope 2017 is even better!

 

[pb4uski]

Using the Investment Performance Calculator my Dividend Portfolio is up 10.69%.

There are currently 21 stocks in the portfolio. According to Morningstar, the dividend yield is 3.29. All but two stocks are rated 1 for safety by Value Line, the remaining two are rated 2. There are no transaction fees involved. The purpose of this portfolio is to make up for some of the income that my bond funds haven't been bringing in. Hopefully, I'm doing this in a reasonably safe way. So far, so good. I guess I should mention that my Dividend Portfolio is only part of my portfolio, but its portion is growing larger as time goes on.

So how did your whole portfolio do?

 

[REWahoo]

7.8% 42/48/10

 

[B0bL0blaw]

+11.46%
AA: 95% equities

 

[ScaredtoQuit]

I'm up 4.57% on interest and dividends and another 9.53% in capital appreciation. Total return for 2016 = 14.1%. My portfolio consists of 72% individual stocks (mostly dividend payers), 22% individual bonds, and 6% preferred shares.

 

[NgineER]

9.65% 77/3/20

 

[kcowan]

11.7% on 68/12/20

 

[kgtest]

+9% 95% equities. was overweight in VHT and that slowed me down, but I'll take a consistent +9 any year!

 

[RetireAge50]

10.2%

Mixture of Vanguard Wellington, Vanguard Total Stock, T.Rowe 2030, S&P 500, and Stable Value.