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2017 YTD investment performance thread
01-03-2017, 04:57 PM
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#1
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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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2017 YTD investment performance thread
2017 starts on a positive note, S&P500 closing up 0.85% on the stock trading day. I hope this bodes well for the rest of the year.
As before, this thread is about " investment" performance, as opposed to total asset return, e.g..
This is all about sharing what investment is working YTD, not about anything else. How to calculate the return were discussed in depth in previous YTD threads. See the links below.
http://www.early-retirement.org/foru...ead-80216.html
http://www.early-retirement.org/foru...ead-75654.html
Good luck to us all!
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01-03-2017, 05:52 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,452
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0.31% for us.
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May we live in peace and harmony and be free from all human sufferings.
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01-03-2017, 06:35 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,495
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66.73% YTD. Yes, I know all about "annualized" I like this number better.
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01-03-2017, 09:17 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Jul 2008
Posts: 34,848
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Got 0.66% for the first trading day of the year.
If I were to "annualize" this number, should I project it over the remaining calendar days of 2017, or do I need to restrict myself to just the number of trading days? 
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"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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01-03-2017, 09:21 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Sep 2012
Location: Seattle
Posts: 5,190
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 Quote:
Originally Posted by NW-Bound
Got 0.66% for the first trading day of the year.
If I were to "annualize" this number, should I project it over the remaining calendar days of 2017, or do I need to restrict myself to just the number of trading days? |
Because biotech and energy were up today?
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01-03-2017, 09:25 PM
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#6
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Full time employment: Posting here.
Join Date: Jun 2015
Location: Redmond
Posts: 761
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OK I'll bite on this on, YTD, today up .54% roughly 60/40. Heavy on the two Wells....but VHCOX was up a nice 0.82% which is my current allocation target to get into Admiral on all the accounts.
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01-03-2017, 09:26 PM
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#7
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Give me a museum and I'll fill it. (Picasso)
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Quote:
Originally Posted by Fermion
Because biotech and energy were up today?
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... and also EM, and material stocks like mining and industrial metals.
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"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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01-04-2017, 06:34 AM
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#8
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Feb 2006
Location: Washington, DC
Posts: 10,914
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I am up .43 on total portfolio but that includes a negative figure for the first month's withdrawal (I auto transfer withdrawals to checking on the first day of the month). I don't try to calculate a figure for investment performance separate from total portfolio.
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Every man is, or hopes to be, an Idler. -- Samuel Johnson
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01-04-2017, 06:44 AM
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#9
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 2,369
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Total World up .82%, Wellington Admiral up .59%, lots of cash made it .44%.
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For me experiences are not good or bad, just different
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01-04-2017, 10:45 AM
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#10
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Thinks s/he gets paid by the post
Join Date: Oct 2014
Posts: 1,369
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1.07% taxable 98/2 equities/cash (35% international) my play account 5% of my total invested
ROTH .86% VFINX 2% of investable
TSP .9% C,F funds 72% of investable
401K -1.7% 21% of investable (15% international-took a good hit)
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01-04-2017, 10:55 AM
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#11
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Thinks s/he gets paid by the post
Join Date: Apr 2016
Location: Ex-Cali
Posts: 1,189
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Uuuuuuge so far! Lol.
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01-04-2017, 11:59 AM
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#12
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Apr 2004
Location: South Texas~29N/98W Just West of Woman Hollering Creek
Posts: 6,567
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We're referring to only Jan 2 and Jan 3 right?
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01-04-2017, 01:14 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 3,771
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1.2% already.
VHT turned around a bit, surprisingly VDE energy is up for me, and it appears both my Large and Small Cap ETFs are doing well...VUG, VOOG, VB and SCHA. I hope the bull keeps rearing!
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Time > $$$ ~ 100% equities ~ FIRE @2031
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01-04-2017, 02:00 PM
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#14
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Moderator
Join Date: Feb 2010
Location: Flyover country
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Ask me again after a couple of quarters. 
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01-04-2017, 04:29 PM
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#15
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Give me a museum and I'll fill it. (Picasso)
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Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 34,707
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Yeah, I don't think I'll report until the end of the month. LOL!
Man, I sure remember how things melted down last Jan and Feb. We actually got a thorough correction out of it. Unfortunately, it didn't do much to improve market valuation - just a very short interval.
With CAPE10 almost 28, and rising interest rates, I am so nervous.
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Retired since summer 1999.
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01-04-2017, 05:27 PM
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#16
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Give me a museum and I'll fill it. (Picasso)
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OK - darn it - I just noticed my YTD is up 0.94% for 2017 in just two trading days. That's unbelievable!!!
And I thought I wouldn't be looking!!
(It's because I'm still rebalancing, so I have to run my spreadsheets for the first few days of the year to make sure everything is squared away)
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01-04-2017, 05:48 PM
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#17
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Give me a museum and I'll fill it. (Picasso)
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Join Date: May 2008
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Yeah the lyrics go "What goes up must c...." It's a matter of time now... I was a little nervous, but I already requested this years distribution from my 401K today, so I won't have to seriously worry about it until next January.
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01-04-2017, 06:07 PM
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#18
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Give me a museum and I'll fill it. (Picasso)
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I think if the CAPE10 actually meant anything the market would have noticed by now.
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01-04-2017, 06:25 PM
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#19
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Give me a museum and I'll fill it. (Picasso)
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Up 0.71% today, despite having 35% AA in cash.
Stocks that comprise 50% of portfolio are up 1.2%. MFs that are 13% of portfolio are up 0.64%. When diluted by the inert cash, the net is the 0.71% above.
Can it last? Who knows? The leaders today are again biotechs, pharmas, and industrial metals.
__________________
"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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01-04-2017, 06:53 PM
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#20
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Give me a museum and I'll fill it. (Picasso)
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Quote:
Originally Posted by Fermion
I think if the CAPE10 actually meant anything the market would have noticed by now.
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Market ignores it for long periods. Doesn't mean it doesn't matter. We've been though this game before - 1999, 2007
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Retired since summer 1999.
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