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07-04-2018, 08:41 AM
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#361
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Recycles dryer sheets
Join Date: Jan 2011
Posts: 57
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3.13% YTD I was surprised. Mostly US stocks with about 10% international. Some bonds and about 5% in REITs
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07-04-2018, 09:31 AM
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#362
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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 Quote:
Originally Posted by chrisaukcam
3.13% YTD I was surprised. Mostly US stocks with about 10% international. Some bonds and about 5% in REITs
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Curious - do folks consider REITS as part of their Stk or Bnd portion of their portfolio?
__________________
TGIM
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07-04-2018, 09:59 AM
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#363
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Moderator
Join Date: Oct 2010
Posts: 10,723
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I consider REIT as "hard asset" class; they act different enough to warrant separation IMO.
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07-04-2018, 10:52 AM
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#364
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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Close to 0% YTD (after correcting for withdrawals). AA is roughly 50/50.
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07-04-2018, 10:55 AM
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#365
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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: 9,720
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When I report on US Stk Allocation here, REIT index is in that 50% or so.
When I break this US Stk down further in my sheet, REIT is a sub-cat, 5.5% overall.
I follow some individual REITs (O, HTA, etc.), and they do act differently.
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07-04-2018, 11:36 AM
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#366
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,520
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Quote:
Originally Posted by l2ridehd
I think everyone is looking at this all wrong. I look at the last 30 years and show an 8.3% annual return using a 60/40 AA and rebalancing about once a year. So YTD down .001% but who cares. Not going to change anything I do except maybe rebalance sooner. Last year I had to balance 3 times because stocks went up 25% plus. Selling stocks buying bonds. Maybe this year I will be selling bonds and buying stocks. But in either case I will be selling higher performing assets and buying lower performing assets. And did anyone think the market could continue up forever? I think it's a good thing we are getting a correction.
Look at the long term, and forget about what has happened in the last year.
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WOW! That is interesting that 8.3% is an average annually over 30 years. Thanks for sharing that data. I have a 73% in equities now and no plans to change it going forward.
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07-04-2018, 02:45 PM
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#367
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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YTD: -0.57 regarding total investments.
57/28/15
As soon as I muster up the nerve, I'll separate out my Dividend stocks to see how they did.
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
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07-04-2018, 02:59 PM
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#368
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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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Quote:
Originally Posted by Dtail
Curious - do folks consider REITS as part of their Stk or Bnd portion of their portfolio?
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I own REIT funds as part of my stock allocation.
__________________
Retired since summer 1999.
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2018 YTD investment performance thread
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07-04-2018, 05:12 PM
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#369
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Recycles dryer sheets
Join Date: Jun 2018
Posts: 79
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2018 YTD investment performance thread
My YTD is 9.25% in my portfolio. I am mostly in Growth funds and Tech funds. I own no bonds at all. The entire portfolio is in my deferred comp Prudential account. I do move funds around several times a year.
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07-04-2018, 06:41 PM
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#370
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,298
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Quote:
Originally Posted by audreyh1
I own REIT funds as part of my stock allocation.
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Thanks all for your responses. I was thinking more of a Stocks alloc relationship myself.
__________________
TGIM
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07-06-2018, 08:49 AM
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#371
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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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+7% 99% equities, DIV yield sitting around 8.5% with most holdings ETFs, one Index and a few individuals. Keep her balanced to 50% large, 25/25 MidCap/SmallCap.
I was up over 9% at one point this past cpl weeks. Seya next month.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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07-06-2018, 10:35 AM
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#372
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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Quote:
Originally Posted by redduck
YTD: -0.57 regarding total investments.
57/28/15
As soon as I muster up the nerve, I'll separate out my Dividend stocks to see how they did.
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Ok, all mustered up:
My Dividend stocks were down -3.15 YTD (dividends included).
My benchmark is the Average YTD (well, as of 7/6/18) of Wellington Admiralty (VWENX) and Wellesley Admiralty (VWIAX). The benchmark YTD is down -1.10 (the math was done in good faith).
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
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07-06-2018, 10:44 AM
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#373
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Recycles dryer sheets
Join Date: Mar 2014
Location: Lexington
Posts: 84
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Up 3.4% ytd
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07-06-2018, 10:53 AM
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#374
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Full time employment: Posting here.
Join Date: Jun 2018
Location: Brisbane
Posts: 855
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Quote:
Originally Posted by Dtail
Curious - do folks consider REITS as part of their Stk or Bnd portion of their portfolio?
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i NORMALLY treat REITs as a separate asset class ( like i do with LICs )
however some REITs ( basically property managers rather than developers ) i treat as bond proxies ( a substitute for interest bearing securities )
__________________
i hold the Australian listed versions of AU ( Anglo Ashanti ) , BHP , and JHG .
You must learn from the mistakes of others. You can't possibly live long enough to make them all yourself.
Samuel Levenson
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07-06-2018, 02:10 PM
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#375
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Recycles dryer sheets
Join Date: Jun 2018
Posts: 276
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Somewhere around 72% YTD. I feel like with these numbers I can ignore the stuff after the decimal point. 
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07-06-2018, 02:24 PM
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#376
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Recycles dryer sheets
Join Date: Jul 2011
Location: Oregon - Dry Side
Posts: 247
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That’s a strong start to the year. Are you leveraged ? What positions made your half year ?
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07-06-2018, 02:26 PM
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#377
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Thinks s/he gets paid by the post
Join Date: Mar 2005
Location: yonder
Posts: 2,851
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Quote:
Originally Posted by gstillson
Somewhere around 72% YTD...
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That's very good.
__________________
When the people shall have nothing more to eat, they will eat the rich--philosopher Jean-Jacques Rousseau
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07-06-2018, 02:29 PM
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#378
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Thinks s/he gets paid by the post
Join Date: Aug 2015
Posts: 1,890
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I'll wire you a half million if you promise to keep this up with my money. 
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07-06-2018, 03:05 PM
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#379
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Recycles dryer sheets
Join Date: Jun 2018
Posts: 276
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Quote:
Originally Posted by wingfooted
That’s a strong start to the year. Are you leveraged ? What positions made your half year ?
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I never use leverage although I do trade options sometimes which is a ghetto leverage I guess. I mostly buy stuff low and sell it high.
I wouldn't even set up an account for my mom, even though she asked me to trade for her! Too much guilt if things go sour.
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07-06-2018, 03:50 PM
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#380
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Thinks s/he gets paid by the post
Join Date: Jul 2009
Location: Miraflores,Peru
Posts: 1,992
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Are you not counting "unrealized gains"?
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