 |
|
12-16-2017, 03:23 PM
|
#601
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
|
I made 20% on the equities, but only 3% on the bonds.
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
|
12-16-2017, 03:27 PM
|
#602
|
|
Thinks s/he gets paid by the post
Join Date: Jul 2013
Posts: 1,884
|
 Quote:
Originally Posted by cbo111
I always question folks reporting 20% gains. Its certainly possible, but doubtful in reality.
|
Depends on your asset allocation. US and ex-US total market equities are up over 20% for the year.
|
|
|
|
|
12-16-2017, 03:42 PM
|
#603
|
|
Recycles dryer sheets
Join Date: Apr 2012
Location: Long Island
Posts: 141
|
Quote:
Originally Posted by Ed B
That doesn't account for Litecoins I bought a few weeks ago. 😊 i got in with $174 invested and it's now worth $748. Once i hit the one comma club I will declare victory and having "won the game " I will sell and buy some toy like a new lense for the Nikon.
|
Beats the hell out of Vegas!!
|
|
|
|
|
12-16-2017, 05:11 PM
|
#604
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
Quote:
Originally Posted by mrfeh
Depends on your asset allocation. US and ex-US total market equities are up over 20% for the year.
|
+1
The S&P return is more than 21% with dividends.
DIA (Dow Jones ETF) and VWO (Vanguard EM ETF) are both about 26%YTD with dividends.
Vanguard International Growth VWIGX is up 41% YTD.
Hallelujah!
__________________
"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)
|
|
|
|
|
12-16-2017, 07:38 PM
|
#605
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,374
|
Quote:
Originally Posted by cbo111
I always question folks reporting 20% gains. Its certainly possible, but doubtful in reality.
|
Actually it is very possible. Total Stock is up 21% YTD and Total International Stock is up 27% so someone with a 70/30 mix of the two, as suggested by Vanguard, would be up 23%.... so it is very feasible for those with high equity allocations.
__________________
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
|
|
|
|
12-17-2017, 04:50 AM
|
#606
|
|
Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
|
Quote:
Originally Posted by cbo111
I always question folks reporting 20% gains. Its certainly possible, but doubtful in reality.
|
Don't know why (although I admit my return is well below that).
Consider a young Dreamer with 100% in S&P 500 or maybe some mixture of S&P 500, Total Stock Market and Total Intnl Stock. He or she should be reporting above 20% this year. If this individual had some FAANG stocks, or whatever else did extremely well this year, he or she might be reporting over 30%.
|
|
|
|
|
12-18-2017, 09:28 PM
|
#607
|
|
Recycles dryer sheets
Join Date: Jan 2014
Posts: 277
|
Just checked. Now up 63.58% for the year.
Ridiculously aggressive in the top performing Dow stock of 2017. Fortuitous timing no doubt. I took action with strong conviction and the high risk produced a high reward thus far. I am enjoying it very much as it will likely never occur again in my life.
I am hopeful this market will become the greatest bull run of all-time and prosperity becomes widely enjoyed by many.
|
|
|
|
|
12-18-2017, 10:53 PM
|
#608
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
Boeing? It's up 90% YTD, best among the Dow 30.
Next is Caterpillar at 61% YTD.
Apple is at 52% YTD.
Mc Donald's, Visa, Walmart are all above 40% YTD.
GE is of course the last among the Dow 30, and lost 44% YTD.
__________________
"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)
|
|
|
|
|
12-18-2017, 11:17 PM
|
#609
|
|
gone traveling
Join Date: Aug 2006
Posts: 994
|
.
I'm sure my specific "investments" would not impress anyone... but...
10 years post-retirement... and my net worth is still increasing...
|
|
|
|
|
12-18-2017, 11:56 PM
|
#610
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2007
Location: Independence
Posts: 7,298
|
37.8% residential rentals
27% property contracts and loans
16.3% stocks
8.3% Cal tax free bonds
10.6% savings
Our NW is up 9% this year - crazy given the amount in savings and Cal bonds.
|
|
|
|
|
12-19-2017, 06:34 AM
|
#611
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,374
|
Yesterday was a very good day! Closing in on 15% YTD. Wh.....!!!!
60/35/5
__________________
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
|
|
|
|
|
12-19-2017, 06:43 AM
|
#612
|
|
Recycles dryer sheets
Join Date: Feb 2015
Posts: 178
|
14.3% with my cheap, globally diverse couch potato portfolio.
25% Canada, 25% USA, 25% international, 25% short term bonds.
Net worth up almost $700k this year which is more exciting to me!
|
|
|
|
|
12-19-2017, 07:16 AM
|
#613
|
|
Full time employment: Posting here.
Join Date: Mar 2005
Location: Punta Gorda, FL
Posts: 828
|
Quote:
Originally Posted by Helena
.
I'm sure my specific "investments" would not impress anyone... but...
10 years post-retirement... and my net worth is still increasing...
|
Same here, I quit tracking my spending and just folllow my net worth now.
|
|
|
|
|
12-19-2017, 08:01 AM
|
#614
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
|
Looks like +28.9% ytd, 99% stocks. 10% AAPL. Been beating Warren Buffet and most of the markets averaging 27.5% returns over the past five years.
Grow, baby, grow.
PS thanks to whomever tipped me on AAPL near 100, that order filled at $96 after hours. 
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
|
|
|
|
|
12-19-2017, 08:07 AM
|
#615
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2012
Posts: 6,181
|
Around 12% YTD with moving to a very conservative 40/37/23 AA. Even with trading off growth opportunity for less risk, my gains this year alone are enough to cover my planned retirement cash withdrawals for the next 4 years.
__________________
FIREd date: June 26, 2018 - "This Happy Feeling, Going Round and Round!" (GQ)
|
|
|
|
|
12-19-2017, 02:33 PM
|
#616
|
|
Recycles dryer sheets
Join Date: Jan 2014
Posts: 277
|
Quote:
Originally Posted by kgtest
Looks like +28.9% ytd, 99% stocks. 10% AAPL. Been beating Warren Buffet and most of the markets averaging 27.5% returns over the past five years.
Grow, baby, grow.
PS thanks to whomever tipped me on AAPL near 100, that order filled at $96 after hours. |
Wow, impressive run!!
|
|
|
|
|
12-19-2017, 02:53 PM
|
#617
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
|
Quote:
Originally Posted by Turboslacker
Wow, impressive run!!
|
Thank you sir. Congrats on your bull run as well! I am somewhat surprised at my positive results, all things considered.
|
|
|
|
|
12-19-2017, 05:18 PM
|
#618
|
|
Recycles dryer sheets
Join Date: Apr 2012
Location: Long Island
Posts: 141
|
Quote:
Originally Posted by kgtest
Looks like +28.9% ytd, 99% stocks. 10% AAPL. Been beating Warren Buffet and most of the markets averaging 27.5% returns over the past five years.
Grow, baby, grow.
PS thanks to whomever tipped me on AAPL near 100, that order filled at $96 after hours. |
Aahh, do be careful. The market has an uncanny knack of humbling us all.
|
|
|
|
|
12-19-2017, 10:24 PM
|
#619
|
|
Recycles dryer sheets
Join Date: Jan 2014
Posts: 277
|
I believe this is overstated in many venues. ALL being humbled is highly improbable. To offer a contrarian view, with strong consecutive compounding gains one can withstand much deeper re-tracement. Outliers do exist and not ALL revert to the mean. Not arguing, just fun to explore different thinking.
|
|
|
|
|
12-20-2017, 12:25 AM
|
#620
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
|
Lemme see. My strongest stock is up 150% YTD ($1 becomes $2.50). And that is after it tumbled 20% from the high because the quarterly report was not gun ho enough. But the "sadder" thing is this position is only 1% of portfolio.
Oh well, that's what diversification gets you. No brilliance, but no dunce cap either.
__________________
"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)
|
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|
Linear Mode
