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Old 07-03-2017, 03:03 PM   #341
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Up 7.95% (excluding all contributions) on a stock/bond/cash portfolio of 82/15/3
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Old 07-03-2017, 03:18 PM   #342
Full time employment: Posting here.
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Up 6.98% on a 70/30 target allocation. Floated up to 75% near the end of June before being trimmed back to 70
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Old 07-07-2017, 09:14 PM   #343
Dryer sheet wannabe
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Up 10.3% through the end of June, all stock all index slice-and-dice portfolio.
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Old 07-07-2017, 11:28 PM   #344
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my net worth went up, 8.2 %, But in money, its 307 Large, not in my wildest dreams would I believe this stuff. Im sure the nightmare is on the horizon.
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Old 07-08-2017, 06:25 AM   #345
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7.5% YTD at end of June.
Basically a 60/40 portfolio.
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Old 07-22-2017, 08:22 AM   #346
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Just cracked 9% YTD through yesterday.
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Old 07-22-2017, 12:08 PM   #347
Recycles dryer sheets
 
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Location: Weatherford Texas
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I am up to 8.86%
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RE AA 65/35
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Old 07-22-2017, 02:18 PM   #348
Recycles dryer sheets
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7.61% YTD but I have the "nice" problem of a fair bit of cash on the sidelines I'm DCA'ing into my account this year so it's bringing the overall return so far.
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Old 07-22-2017, 03:09 PM   #349
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7.61% YTD but I have the "nice" problem of a fair bit of cash on the sidelines I'm DCA'ing into my account this year so it's bringing the overall return so far.
Im all for any legal strategy that helps the bottom line. Im glad your DCA is doing it for you. I DCA my excess every week.
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Old 07-23-2017, 02:33 PM   #350
Recycles dryer sheets
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OK I'll bite...8.22% ytd which is 78.6% S&P wo div. My portfolio allocation has edged up a bit. 69/25/6
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Old 07-23-2017, 04:54 PM   #351
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12.1% 90% stocks mutual funds
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Old 07-23-2017, 06:51 PM   #352
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6.58%; 54 years old; FIRE in 2018; 40/30/30; CASH is KING
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Old 07-23-2017, 06:56 PM   #353
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8.95 (round up to 9%?); 60/25/15. International component is finally "working" after being a drag for several years. (I hope that afterthought doesn't jinx it.)
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Old 07-23-2017, 07:11 PM   #354
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7.9 ytd. I had some coal stocks that went to 0 value, bankrupted and disappeared from portfolio(thanks Obama) I presume they are history?
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Old 07-23-2017, 08:42 PM   #355
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401K is up 13.7% as of close Friday.....all just sitting in retire 2025 and retire 2030 funds. Tempted to put in something safe for the probable October adjustment.
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Old 07-24-2017, 12:59 AM   #356
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Originally Posted by Sniggle View Post
401K is up 13.7% as of close Friday.....all just sitting in retire 2025 and retire 2030 funds. Tempted to put in something safe for the probable October adjustment.


If you have it in a timeline fund then it will automatically get moved around somewhat by the fund manager
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Old 07-25-2017, 07:05 PM   #357
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I don't know. I did get a statement from the 401k, it's up 6.5. About 1/3 is in cash.
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Old 07-25-2017, 08:17 PM   #358
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+11.5% aint gots to lie to kick it. If it's over 7% I am happy
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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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Old 07-29-2017, 08:29 AM   #359
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Quote:
Originally Posted by target2019 View Post
Mid-2017 Investments Summary
  • 9.34% new contributions + performance
  • 5.61% YTD Weighted Performance overall

14.47% new 401k still setting the pace.
  • American Funds American Balanced R6 Fund: 4.06%
  • American Funds New World R6 Fund: 16.43%

Also rebalanced at the beginning of June, and reduced equity target:
  • 53 Equity / 42 Fixed / 5 Cash
YTD July 2017 Investments Summary (53 Equity / 42 Fixed / 5 Cash)
  • 7.51% YTD Weighted Performance overall

18.13% new 401k still setting the pace. This is XIRR calc from provider.
  • American Funds American Balanced R6 Fund: 7.03%
  • American Funds New World R6 Fund: 20.61%
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Old 07-29-2017, 08:58 AM   #360
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6.3% through July. Approx 45/45/10 stocks/bonds/cash
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