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Old 05-31-2017, 06:29 PM   #261
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I am up to 6.94 ytd. It was up to 7.1 a few days ago. Liking it so far.
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2017 YTD investment performance thread
Old 05-31-2017, 06:56 PM   #262
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2017 YTD investment performance thread

I haven't checked mine yet, but the Canadian portion of my portfolio is dragging the whole thing down
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Old 05-31-2017, 07:52 PM   #263
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6.88% YTD.... pinch me! 16.5% for the year at this pace... not that I'm counting on that but it would be nice.

Quote:
Originally Posted by pb4uski View Post
5.58% YTD
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Old 05-31-2017, 08:12 PM   #264
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Do you use this calculator for figure your return. The reason I ask is if you enter the number of month's it does make a difference. Thanks
Investment Return Calculator: Measure your Portfolio's Performance
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Old 05-31-2017, 08:39 PM   #265
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I haven't checked mine yet, but the Canadian portion of my portfolio is dragging the whole thing down
I just checked.. Mine is a little over 5%, so that's not bad IMO...
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Old 05-31-2017, 08:44 PM   #266
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Do you use this calculator for figure your return. The reason I ask is if you enter the number of month's it does make a difference. Thanks
Investment Return Calculator: Measure your Portfolio's Performance
Yes, with 12 months to get a YTD return... if you use 5 months then you get an annualized return.
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Old 06-01-2017, 03:50 AM   #267
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Overall weighted performance is 4.99% for 55/45 portfolio (stocks/bonds).

Newer 401k performance is on a tear:
From 01/01/2017 to 05/31/2017
American Funds American Balanced R6 Fund: 5.05%
American Funds New World R6 Fund: 15.78%
Account Total: 14.48%
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Old 06-01-2017, 06:35 AM   #268
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What I had in portfolio on Jan. 2017 and what I had on May 2017 show I had a 12.91% for the 5 month's. If I use a 12 month look it is 5 .4% return on my portfolio.
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Old 06-01-2017, 07:22 AM   #269
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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.

Comment on 6/1: One month since I calculated our PRR. YTD is now 5.7% without cash, and 5.18% including cash. XIRR for a total year at this pace would be 12.99% including Cash. No plans to tinker with AA.



AA: 54/41/5
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Old 06-01-2017, 07:43 AM   #270
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Reasonably stable:
  • Index +2%
  • Individual +10%, including cash drag
  • Emerging market tracker: +11%
Let's not annualize returns like that, eh.
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Old 06-01-2017, 07:52 AM   #271
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59/33/8 portfolio with 5.7% ytd performance. That deserves another cup of coffee out on the deck.
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Old 06-01-2017, 08:32 AM   #272
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No withdrawls. Up 7.3% through end May.
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Old 06-01-2017, 09:04 AM   #273
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I hope I'm not jinxing it by saying this, but 2017 is shaping up to be a great year so far. I totaled up the figures this morning, and it looks like I'm at a 10.1% return. If we can keep up this rate for the rest of the year, that would come out to around 24%. Would be nice, but I'm not going to hold my breath...
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Old 06-01-2017, 09:10 AM   #274
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up 5.16% through 5/31

It's embarrassing, but the part of my portfolio that I manage now trails my IRA that is FA managed by 0.3%. That has never happened until this year.
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Old 06-01-2017, 09:12 AM   #275
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It's embarrassing, but the part of my portfolio that I manage now trails my IRA that is FA managed by 0.3%. That has never happened until this year.
Once again proving that even a blind hog can find an acorn...
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Old 06-01-2017, 10:23 AM   #276
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All-in, expense adjusted, YTD return is 7.28%

Since retiring January 2016, the portfolio has increased 16% even though we are spending from it!

I know this can't last, but I am enjoying the ride.
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Old 06-01-2017, 10:32 AM   #277
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Up 6.1% YTD. Retired 1.5 years ago and my wallet had gotten fatter since then. Crossing my fingers, knocking on wood, throwing salt over my shoulder, etc. ...
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Old 06-01-2017, 10:45 AM   #278
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7.64% despite money losing option writing endeavor.
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Old 06-01-2017, 11:13 AM   #279
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6.03% despite a big loss in MJ stocks.
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Old 06-01-2017, 12:23 PM   #280
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+8.76% ytd. Still beating the S&P which is what I primarily track against...some nasdaq and DJI though.
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FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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