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10-02-2017, 02:39 AM
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#501
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Thinks s/he gets paid by the post
Join Date: May 2014
Location: Utrecht
Posts: 2,650
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- Index +3%
- Individual +7%
- Emerging market tracker: +15%
I'm remarkably stable. Enjoy the USD currency devaluation everyone!
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10-02-2017, 01:55 PM
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#502
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 80
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Progress Report
 Quote:
Originally Posted by Eastbayboy
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.
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YTD, we are sitting at 11.3%... tech seems to be weakening.
61/25/14
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10-02-2017, 02:32 PM
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#503
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Full time employment: Posting here.
Join Date: Feb 2017
Location: Severn
Posts: 947
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Update: YTD %13.23
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10-02-2017, 02:45 PM
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#504
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,153
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Retirement Assets up 11.1% YTD
Total investable assets (including spending outflows) up 9.9% YTD
__________________
Retired since summer 1999.
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10-02-2017, 05:06 PM
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#505
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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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!
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10-02-2017, 06:10 PM
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#506
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,153
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__________________
Retired since summer 1999.
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10-02-2017, 06:16 PM
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#507
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
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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.
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
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10-03-2017, 08:57 AM
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#508
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gone traveling
Join Date: Mar 2015
Location: Greenville
Posts: 653
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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! 
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10-31-2017, 06:56 PM
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#509
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Another month has gone by already. Time to do an update.
Quote:
Originally Posted by NW-Bound
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...
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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.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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10-31-2017, 07:55 PM
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#510
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Moderator
Join Date: Oct 2010
Posts: 10,725
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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 
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10-31-2017, 08:21 PM
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#511
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,375
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Quote:
Originally Posted by pb4uski
10.64% YTD Let the good times roll!
Slightly better than my benchmark which is 10.53% YTD.
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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. 
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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10-31-2017, 09:25 PM
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#512
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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Quote:
Originally Posted by robnplunder
I am slightly trailing you at 10.35% YTD but up another 1.35% from the last month.
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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.
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10-31-2017, 09:42 PM
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#513
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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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. 💰
__________________
Retired June 1, 2018
RE AA 65/35
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10-31-2017, 09:51 PM
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#514
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Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Beach and Mountain
Posts: 1,087
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12.4%
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11-01-2017, 05:54 AM
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#515
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,722
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Quote:
Originally Posted by 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
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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.
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11-01-2017, 06:27 AM
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#516
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Thinks s/he gets paid by the post
Join Date: Sep 2016
Location: Acworth
Posts: 1,214
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YTD performance through COB yesterday is now 16.42%.
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11-01-2017, 06:28 AM
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#517
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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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)
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11-01-2017, 06:46 AM
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#518
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Recycles dryer sheets
Join Date: Dec 2012
Posts: 335
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Quicken says 16.55 YTD all in.
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11-01-2017, 07:26 AM
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#519
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Recycles dryer sheets
Join Date: Feb 2015
Posts: 178
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12% XIRR on the nose with 25% Canadian equities, 25% US equities, 25% international equities, 20% short term bonds, 5% cash.
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11-01-2017, 08:23 AM
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#520
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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Almost 10%.
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