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Old 11-01-2017, 08:28 AM   #521
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10.61 ytd with 49% equities(75/25 US to International) 50% bonds, 1% CASH

Keep it coming!

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Old 11-01-2017, 08:34 AM   #522
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Join Date: Feb 2011
Location: Arlington Heights
Posts: 240
YTD 9.83%
Personal Capital breakdown...
Stocks - 55%; Bond - 41%; REIT - 4%
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Old 11-01-2017, 08:36 AM   #523
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Join Date: Feb 2017
Location: Severn
Posts: 803
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%
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Old 11-01-2017, 08:38 AM   #524
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Quote:
Originally Posted by pb4uski View Post
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:
10/31/1712.10%
09/30/1710.86%
08/31/179.53%
07/31/179.16%
06/30/177.45%
05/31/176.89%
04/30/175.59%
03/31/174.53%
02/28/173.82%
01/31/171.78%

I like the pattern... let's keep it up.
I forgot to mention... AA is 60/35/5.
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Old 11-01-2017, 08:54 AM   #525
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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.
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Old 11-01-2017, 10:51 AM   #526
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Thanks for the 60/40 comparatives Lol. My 11.1% on 60/32/8 seems right in line.
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Old 11-01-2017, 11:34 AM   #527
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Location: Chicagoland
Posts: 1,069
Just checked: 11.84%

I'm definitely not complaining.
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Old 11-01-2017, 11:52 AM   #528
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+15% with an expense ratio under .08. Seems like some of my Large and Small Index/ETFs are under performing the benchmark S&P. I am at 99% equities and realize some with 80/20 are outperforming me.

20% of my portfolio is comprised of individual stocks. the rest is index/etf. My AA is a little out of whack on the small cap side as my company changed investment plans and I am waiting for my week after thanksgiving to re balance. Seems the volume dips sometimes and I like re balancing during low volume less volatile times if I can time that.
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

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 11-01-2017, 12:01 PM   #529
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12.37%, which includes my daughter's UTMA +24.7%!
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Old 11-01-2017, 12:43 PM   #530
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11.92% Allocation 50/50
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Old 11-01-2017, 08:55 PM   #531
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Posts: 673
YTD - 11.60%
1 year - 14.47%

60/40
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Old 11-01-2017, 11:16 PM   #532
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Quote:
Originally Posted by pb4uski View Post
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:
10/31/1712.10%
09/30/1710.86%
08/31/179.53%
07/31/179.16%
06/30/177.45%
05/31/176.89%
04/30/175.59%
03/31/174.53%
02/28/173.82%
01/31/171.78%

I like the pattern... let's keep it up.
Now @ 11.88% YTD with same AA “Bro.”
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Old 11-02-2017, 07:15 AM   #533
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My rate of return for the year is around 14.5%, as of the 10/31/17 close. It would be higher, but I've made some fairly sizeable additional contributions this year, and have been keeping that fairly conservative, as I'm hoping to use it as a down payment on a house.
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Old 11-02-2017, 07:40 AM   #534
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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.

Comment 7/1: One month since I last calculated our PRR and also the mid year point. YTD PRR using XIRR formula is now 6.24% w/o cash and 5.69% including cash like instruments such as high yield savings, I bonds, and near term CD's. Not as much progress, but I would love to replicate these returns in the second half of the year.

Comment on 8/2: As of 7/31 XIRR 8.26% not including Cash, 7.51% including Cash. Big bump over last month and the Dow just hit 22,000 this morning. Fingers are crossed.

Comment on 9/2: As of 8/31/17 XIRR 8.64% not including Cash, 7.86% including Cash.
Meh.........

Comment on 10/1: As of 9/30/17 XIRR 9.99% not including Cash, 9.09% including Cash. Happy Dance.

Comment on 11/2: As of 10/31/17 XIRR not including cash of 11.79% not including Cash, 10.72% including low yielding cash. Well "Dayum". My benchmark is 10.10%. Biggest winners SCZ(28.20), VWO(27.22) and VEA(23.30). IVV lagging at 16.66. Reits a dissapointment.

AA: 54/41/5
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Old 11-02-2017, 08:11 AM   #535
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11.80% with 54% in equities. Very pleased....
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Old 11-04-2017, 12:54 PM   #536
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Quote:
Originally Posted by kgtest View Post
+15% with an expense ratio under .08. Seems like some of my Large and Small Index/ETFs are under performing the benchmark S&P. I am at 99% equities and realize some with 80/20 are outperforming me.

20% of my portfolio is comprised of individual stocks. the rest is index/etf. My AA is a little out of whack on the small cap side as my company changed investment plans and I am waiting for my week after thanksgiving to re balance. Seems the volume dips sometimes and I like re balancing during low volume less volatile times if I can time that.
I lied. Someone (LOL) called me out and mumbled something about a benchmark which made me double check my spreadsheet. After fixing my divisible integer to my original beginning of year balance instead of my fat-fingered current balance, my ACTUAL performance is 23.4% ytd. 1year is +36.35 and I am smiling.

After getting over how upset I was about making an error in my google sheet I actually started dancing around my kitchen, not gonna lie.

I thought something seemed funny when folks with 50% bond allocation were coming in around 11% ytd. One of these year's I will manage to beat all three indices.
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

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 11-05-2017, 05:17 PM   #537
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14.8% as of 11-03 with allocation of 59%/25/16 cash. The internationals this year apparently have paid off, knock on wood.
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Old 11-25-2017, 11:09 AM   #538
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Thought I had a handle on my actual returns for the year, but now I am finding holes in my spreadsheet and calculations that appear to be completely wrong. So let's just go with my unrealized gains on current holdings (purchased in May), according to Schwab. So 10.57%.

And now back to the spreadsheet...
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Old 11-25-2017, 08:14 PM   #539
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I noticed a current post to this thread so I just looked at mine. Through 10 month's end date Nov. 3rd it shows 13.69%. I know this won't be always the case but boy is it nice to see figures like this. Equity 68/14/18 cash.
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Old 11-25-2017, 08:20 PM   #540
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Quote:
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I noticed a current post to this thread so I just looked at mine. Through 10 month's end date Nov. 3rd it shows 13.69%. I know this won't be always the case but boy is it nice to see figures like this. Equity 68/14/18 cash.
Welcome to the thread. Most of us post after the current month end. This month is looking good so far for most of us in stock market, knock on wood.
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