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Old 04-29-2017, 12:17 AM   #221
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Up 6% YTD. If I include after tax account, it would be higher. The account is up 20-30%. So on the conservative side it's up 7%, could be higher. But this is fun posting. Not exact science.
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Old 04-29-2017, 05:48 AM   #222
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Quote:
Originally Posted by Johanson View Post
My 401K does NOT count my contributions towards my rate of return. It will count the gain on the contributions but not the contributions themselves. It does count the contributions towards total increase/decrease in my portfolio but I can do that in my head because that page states what the starting balance was at the end of the year. Do you know how yours calculates your return?
I may be confused (as usual) but mine are using "personal performance YTD" to describe the performance number. As far as I know, it is XIRR. That includes contributions + gain, and when. Doesn't it? Perhaps my description was wrong.

Anyways, for overall portfolio (54/41/5 St/Bnd/Csh) through 4/28/2017:
YTD Balance Increase +6.98%
YTD Performance +4.83%

The 401(k) account receiving bi-monthly contributions shows performance YTD of +12.56%. It is the grey rows in picture below.

The other (much larger) part of my 401(k) pillar shows performance YTD of +6.65%.

See 401(k) pillar below for more explanation.
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Old 04-29-2017, 06:35 AM   #223
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5.8% ytd (60/30/10)
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Old 04-29-2017, 07:23 AM   #224
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I just ran my numbers this morning. Look like my rate of return so far is 8.6%. If you count additional investments, my total portfolio value is up about 9.8%. It would be nice if 2017 would continue at this rate, but I have a feeling that's a bit too much to hope for!
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Old 04-29-2017, 07:24 AM   #225
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7% on the nose after a 2.25% month.
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Old 04-29-2017, 08:40 AM   #226
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YTD (April 29, 2017) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

5.55% VSMGX Vg LifeStrategy Moderate Growth (60/40)
5.27% VTWNX Vg Target Retirement 2020 (57/43)
4.79% VBIAX Vg Balanced Index (60/40), no foreign
5.08% DGSIX DFA Global 60/40 I, small-cap & value tilted
4.24% VWENX Vg Wellington (66/34)
5.87% VTTVX Vg Target Retirement 2025 (65/35)

I want my roughly 60/40 portfolio performance to be ahead of all of these except the last two, and it is.
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Old 04-29-2017, 08:55 AM   #227
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AA portfolio is up 4.5% YTD, but I've got to do a bit more work (and get a couple more numbers) to see the performance of the whole enchilada......
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Old 04-29-2017, 10:02 AM   #228
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Wow, even mine is over 4% now. Bonds have come back up a bit and that is a good thing.
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Old 04-29-2017, 10:16 AM   #229
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4.57% ytd, in line with the allocation of 64/33/3. April change about 1% up from end of March. Maybe I should move more into active managed funds just in time for some market volatility and summer slump, or not. By several standards I track, my performance is directly in line with the level of risk and allocation.
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Old 04-29-2017, 10:34 AM   #230
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I finally installed Quicken 2017 which I bought several months ago. Have to do the update because the transaction download will stop working in a few days.

Saw that they have a new feature called "Portfolio X-Ray", developed by Morningstar. So, tried that.

It says "you have lots of cyclical stocks, and also emerging market stocks". That's true, and intentional. Heh heh heh...

I need to write more covered calls as antidote. Heh heh heh...
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Old 04-29-2017, 12:27 PM   #231
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Comment on 2/1: OK made me look. PRR for the year to date without cash is 2.15%. Including cash it is 1.93%. I'll take it.

Comment on 3/1: Updating my post above as of today. Up 3.77% not including cash. Including cash 3.39%. Not quite as much progress but happy with it anyway.

Comment on 4/29: Two months since I calculated our PRR. YTD is now 4.81% without cash and 4.38% with cash. Sold a bit of stock yesterday and bought some bonds.



54/41/5
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Old 04-29-2017, 12:44 PM   #232
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6%, 70/30 on investment account.

20% in cash in banks.
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i usually dont check but...
Old 04-29-2017, 02:57 PM   #233
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i usually dont check but...

my portfolio net worth has gone up 6.417 % since 12/31, this includes the 25 thousand i sent uncle SAM for taxes on April 12th. 80/20 mix with a heavy tilt on small cap.this includes 386k in checkbook going 4k a week into the AA
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Old 04-29-2017, 04:38 PM   #234
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5.0% seems reasonable for a 59/33/8 AA. Even if it's not, that's what I've got.
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Old 04-30-2017, 11:51 AM   #235
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Just checked. Former Megacorp's 401K YTD return is 5.78% (not to be exact--Ha). My AA is 70/30. The 30% being mostly a Stable Value fund locked at 2.1% annual. Chao.
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Old 04-30-2017, 02:33 PM   #236
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YTD Investments +4.85%.
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Old 04-30-2017, 02:46 PM   #237
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Ytd 6.2%
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2017 YTD investment performance thread
Old 05-01-2017, 10:05 AM   #238
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2017 YTD investment performance thread

Ytd +2.31%
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Old 05-01-2017, 11:55 AM   #239
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You'd have to try really hard to lose money so far this year. Nearly impossible. Up approx 7.2%. Cant complain.
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Old 05-01-2017, 12:09 PM   #240
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You'd have to try really hard to lose money so far this year. Nearly impossible. Up approx 7.2%. Cant complain.


Gee, I'm not trying at all and I'm down a tad (<1%). Never thought I could do the nearly impossible !
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