2017 YTD investment performance thread

[Totoro]

• Index +3%
• Individual +7%
• Emerging market tracker: +15%

I'm remarkably stable. Enjoy the USD currency devaluation everyone!

 

[Eastbayboy]

Progress Report

We are at 9.48% with a tilt (25%) on tech and financials (19%). I am getting a little nervous about the quick rise it the tech sector and will be rebalancing the gains.

YTD, we are sitting at 11.3%... tech seems to be weakening.
61/25/14

 

[Lawrencewendall]

Update: YTD %13.23

 

[audreyh1]

Retirement Assets up 11.1% YTD

Total investable assets (including spending outflows) up 9.9% YTD

 

[Fermion]

Well we were at about 11% YTD but $40,000 worth of Endocyte has now turned into $120,000 which puts us around 17% YTD. I will know more later in the week but definitely feeling, what is the word? WhEEEE!

 

[audreyh1]

Well we were at about 11% YTD but $40,000 worth of Endocyte has now turned into $120,000 which puts us around 17% YTD. I will know more later in the week but definitely feeling, what is the word? WhEEEE!

 

[ziggy29]

Looks like about 11.5% overall, which is OK with me in a 55/45 portfolio. Getting close to needing a rebalance, though, since I'm almost to 60/40 now.

 

[Pilot2013]

When I look at mine, and DW's 401k's (not counting our contributions), we are up 11.63% YTD. I hope this keeps going!

 

[NW-Bound]

Another month has gone by already. Time to do an update.

Wow, it's month-end reporting time already. Time flies fast when one is having fun.

I looked back at my earlier posts, and the numbers were as follows.

1/31: 2.40%
2/10: 3.64%
2/15: 4.30%
2/21: 5.30%
2/28: 5.00%
3/01: 6.10%
3/31: 5.49%
6/30: 7.90%
7/29: 11.3%
8/31: 13.40%

Another month, another higher watermark for the portfolio. Would have been even better, if it were not for the call options that caused me to "lose" some good stocks at below current market values.

9/30: 15.5% YTD...

As of today, 10/31, drum roll please...

It's 18.6% YTD.

Semiconductor sector went absolutely nuts. Biotechs were lousy. Energy was flat. Emerging and international were OK. Some big old stalwarts did surprisingly well, like Walmart, Caterpillar, 3M.

Overall, nothing to complain about.

PS. Stock AA crept up to 72% again.

 

[sengsational]

12.7% YTD all-in, spend adjusted. Except for May, every time I checked this year, it had gone up from the last check. What a deal! Might as well celebrate while we can

 

[pb4uski]

10.64% YTD Let the good times roll!

Slightly better than my benchmark which is 10.53% YTD.

Found an error in last month's numbers... should have been 10.86% rather than 10.64%.

YTD through 10/31 = 12.10% Benchmark is at 11.87%

For 2017 so far:

10/31/17	12.10%
09/30/17	10.86%
08/31/17	9.53%
07/31/17	9.16%
06/30/17	7.45%
05/31/17	6.89%
04/30/17	5.59%
03/31/17	4.53%
02/28/17	3.82%
01/31/17	1.78%

I like the pattern... let's keep it up.

 

[robnplunder]

I am slightly trailing you at 10.35% YTD but up another 1.35% from the last month.

Up more than 1% since the last month. I am up at 12.13%. Life is good ... then you die .



All you ER's out there ... pat yourselves on the back. Here's to the bull market while it lasts.

 

[Ed B]

Up to 12.74% . I really needed this as I approach my planned mid to late 2018 ER target. I have stayed aggressive relatively speaking because I need to catch the wave of any bull market to reach my nestegg milestone to pull the trigger.

As of today 2017 has been a great year.

 

[Z3Dreamer]

12.4%

 

[target2019]

YTD Sep 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)

• 8.80% YTD Weighted Performance overall for the whole pie.

401(k) Personalized Rate of Return is 21.0%. Still can't slow it down. Even the 50/50 balanced component is out all night partying!
From 01/01/2017 to 09/29/2017

• 8.55% American Funds American Balanced R6 Fund
• 24.84% American Funds New World R6 Fund

YTD OCT 2017 Investments Summary (target: 53 Equity / 42 Fixed / 5 Cash)

• 9.93% YTD Weighted Performance overall for the whole pie.

401(k) Personalized Rate of Return is 23.57%.
From 01/01/2017 to 10/31/2017

• 10.7% American Funds American Balanced R6 Fund
• 28.01% American Funds New World R6 Fund

In my Roth-IRA, added Vanguard Global Wellington Fund Investor Shares to the portfolio. Will be consolidating international value into that at the end of year, and probably qualify for Admiral shares. Needed something more diversified for next 2 years of Roth contributions.

 

[exnavynuke]

YTD performance through COB yesterday is now 16.42%.

 

[LOL!]

YTD (October 31, 2017) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

12.48% VSMGX Vg LifeStrategy Moderate Growth (60/40)
11.75% VTWNX Vg Target Retirement 2020 (56/44)
11.02% VBIAX Vg Balanced Index (60/40), no foreign
11.22% DGSIX DFA Global 60/40 I, small-cap & value tilted
11.35% VWENX Vg Wellington (65/35)
13.21% VTTVX Vg Target Retirement 2025 (64/36)
15.44% VGSTX Vg STAR (63/37)

 

[davismills]

Quicken says 16.55 YTD all in.

 

[Sittinginthesun]

12% XIRR on the nose with 25% Canadian equities, 25% US equities, 25% international equities, 20% short term bonds, 5% cash.

 

[tmm99]

Almost 10%.

 

[VanWinkle]

10.61 ytd with 49% equities(75/25 US to International) 50% bonds, 1% CASH

Keep it coming!

VW

 

[SoReady]

YTD 9.83%
Personal Capital breakdown...
Stocks - 55%; Bond - 41%; REIT - 4%

 

[Lawrencewendall]

YTD 12.97%

Cash 1.55%
Intl Bonds 1.92%
U.S. Bonds 8.09%
Intl Stocks 7.96%
U.S. Stocks 61.47%
MREITs 19.02%

 

[pb4uski]

Found an error in last month's numbers... should have been 10.86% rather than 10.64%.

YTD through 10/31 = 12.10% Benchmark is at 11.87%

For 2017 so far:

10/31/17	12.10%
09/30/17	10.86%
08/31/17	9.53%
07/31/17	9.16%
06/30/17	7.45%
05/31/17	6.89%
04/30/17	5.59%
03/31/17	4.53%
02/28/17	3.82%
01/31/17	1.78%

I like the pattern... let's keep it up.

I forgot to mention... AA is 60/35/5.

 

[Jeffman52]

4 years from retirement. My 401K funds are performing excellently this year.

I am a bit heavy on the risk with 80% in domestic stocks (Large cap) and the rest divided between bonds and other things. (blended fund)

I have it divided into these three funds.

FID Contra at 45.43
FID Balanced at 28.43
Dodge and Cox at 26.14


My 1 year is at 25.79%
my YTD is 20.08%



Now I cross my fingers that a correction doesn't happen in the very near future.