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03-01-2017, 09:33 AM
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#101
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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3.88% YTD as of this morning. Judging by how the markets are responding to Trump's speech It might exceed 4% tomorrow morning.
__________________
Retired June 1, 2018
RE AA 65/35
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03-01-2017, 10:01 AM
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#102
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,746
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As of last nite's close, I'm up around 6.4%...not bad at all for 2 months! And that's rate of return, not including additional investments. Add in additional investments, I'm "only" up 5.9%, because I pulled some out back in January to pay down the mortgage.
And hopefully I'm not going to jinx it by saying this, but, in dollar amounts, 2017 is already my 6th best year ever! Now, I've only been seriously investing since 1999, so my record doesn't go back *that* far, but still, it's nice to see the power of compounding.
FWIW, my best years were, in order:
2013: up 23.1% (had sold off some assets to pay down the mortgage and other things, so it would have been better if I let it ride)
2009: up 44.7% (but bouncing off the Great Recession, so with that in mind, not so great)
2012: up 15.9%
2010: up 19.8%
2016: up 8.3% (not so hot on a percentage basis, but by this time my net worth had grown enough that it was still a decent amount).
Actually, if I can make more than 15.1% for 2017 as a whole, it'll put this year at #1, on a dollar gain basis. That actually sounds doable...but again, hopefully I didn't just turn this into a "WHEEEEEE!!" moment! 
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03-01-2017, 01:21 PM
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#103
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 2,522
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 Quote:
Originally Posted by Golden sunsets
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.
54/41/5
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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.
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03-01-2017, 04:25 PM
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#104
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Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,570
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3.94% thru 2/28
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
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03-01-2017, 04:51 PM
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#105
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Recycles dryer sheets
Join Date: Oct 2014
Posts: 125
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3.48% YTD through the end of February. Very nice.
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03-01-2017, 05:04 PM
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#106
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,419
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3.94% as of tonight.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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03-01-2017, 05:49 PM
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#107
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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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I picked up 1.1% today. YTD gain now is 6.1%.
Pretty darn good for holding a big wad of cash in the portfolio. Stock AA is now 65%.
__________________
"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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03-01-2017, 07:30 PM
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#108
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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: 36,373
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Quote:
Originally Posted by pb4uski
3.75% YTD through 2/28/2017... a good start for the year, but only 2 months so it would be a little premature to get too excited.
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Wow. Updated for today's action... now is 4.47%. The increase is close to the 1.37% increase in the S&P 500 for the day times 60% so the increase seems sensible.
I have been rebalancing more often than normal into the rally to keep cash up giving upcoming wedding costs later this year.
__________________
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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03-03-2017, 08:20 PM
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#109
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Full time employment: Posting here.
Join Date: Mar 2008
Posts: 979
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4.4% YTD at the start of this month. Wellesley and REIT at 2.14% and 2.12% are dragging an otherwise average of 5.9% between my other funds down a bit.
Interestingly my yearly return over the last decade averages 12.4%. According to Vanguard, anyway.
__________________
I'm free and I like it!
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03-03-2017, 09:59 PM
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#110
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Thinks s/he gets paid by the post
Join Date: Mar 2014
Location: Southern Cal
Posts: 4,032
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About 5%, after a quick glance. Not too bad considering I'm in a lot of cash, but I'm embarrassed to say exactly how much. It helps to invest in biotech funds.
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03-03-2017, 10:33 PM
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#111
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,561
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Taxable Brokerage Account: +5.23%
IRA: +0.38%
My IRA has been killed by the Under Armour shares bought in late 2016
But it could be worse. The taxable account is about 540 K & the IRA is only about 40
__________________
"No beast so fierce but knows some touch of pity, but I know none, therefore am no beast"
Shown @ The End Of The Movie 'Runaway Train'
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03-04-2017, 09:52 AM
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#112
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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: 38,145
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The Mar 1 rally goosed the retirement portfolio return YTD all the way up to 3.52%. The following selloff brought it down to 3.13% on Friday.
__________________
Retired since summer 1999.
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03-04-2017, 09:58 AM
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#113
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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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+5.81% YTD
Cash, bonds, and foreign investments keeping my returns below the S&P this year so far, but that's the price of diversification sometimes.
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03-04-2017, 10:15 AM
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#114
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Full time employment: Posting here.
Join Date: Jan 2008
Posts: 759
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3.77% YTD with 10% cash and 35% Bonds
__________________
Retired July 2013 at age 49.
Lazy Portfolio Investor:
AA: 55% Stocks
35% Bonds
10% Cash
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03-04-2017, 12:46 PM
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#115
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
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+6.2% as of Q1 2017. Rootin for bull baby! 
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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03-04-2017, 12:57 PM
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#116
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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Mine is up to 4.35% as if March 2nd.
__________________
Retired June 1, 2018
RE AA 65/35
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03-04-2017, 01:15 PM
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#117
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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 (March 4, 2017) returns for a collection of 'close-to' 60/40 funds:
3.85% VSMGX Vg LifeStrategy Moderate Growth
3.64% VTWNX Vg Target Retirement 2020
4.05% VBIAX Vg Balanced Index
3.64% DGSIX DFA Global 60/40 I
4.15% VWENX Vg Wellington
4.10% VTTVX Vg Target Retirement 2025
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03-04-2017, 01:42 PM
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#118
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Full time employment: Posting here.
Join Date: Jun 2015
Location: Redmond
Posts: 892
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Quote:
Originally Posted by LOL!
YTD (March 4, 2017) returns for a collection of 'close-to' 60/40 funds:
3.85% VSMGX Vg LifeStrategy Moderate Growth
3.64% VTWNX Vg Target Retirement 2020
4.05% VBIAX Vg Balanced Index
3.64% DGSIX DFA Global 60/40 I
4.15% VWENX Vg Wellington
4.10% VTTVX Vg Target Retirement 2025
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Looks about right, overall with my 60/37/3 doing right at 3.76% overall. Like stated before, Wellesley is bringing this down. I am tracking at 58% of the YTD S&P return, carrying the bonds at a slight negative return that offsets the 60% equity returns (w/o div  ) to capture only 58% of that index. Oh what we pay for being able to sleep. 
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03-07-2017, 03:46 PM
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#119
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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Up 4 percent
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03-27-2017, 06:08 AM
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#120
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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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What goes up, better darned well stay up .. except when it doesn't
- Index flat as of today
- Individual +3%, including cash drag
- Emerging market tracker: +9%
A pretty minor movement, itself a deviation from the party-returns we've seen the last few years.
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