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Old 07-04-2018, 08:41 AM   #361
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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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Old 07-04-2018, 09:31 AM   #362
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3.13% YTD I was surprised. Mostly US stocks with about 10% international. Some bonds and about 5% in REITs
Curious - do folks consider REITS as part of their Stk or Bnd portion of their portfolio?
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Old 07-04-2018, 09:59 AM   #363
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I consider REIT as "hard asset" class; they act different enough to warrant separation IMO.
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Old 07-04-2018, 10:52 AM   #364
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Close to 0% YTD (after correcting for withdrawals). AA is roughly 50/50.
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Old 07-04-2018, 10:55 AM   #365
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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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Old 07-04-2018, 11:36 AM   #366
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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.
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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Old 07-04-2018, 02:45 PM   #367
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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.
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Old 07-04-2018, 02:59 PM   #368
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Curious - do folks consider REITS as part of their Stk or Bnd portion of their portfolio?
I own REIT funds as part of my stock allocation.
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2018 YTD investment performance thread
Old 07-04-2018, 05:12 PM   #369
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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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Old 07-04-2018, 06:41 PM   #370
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I own REIT funds as part of my stock allocation.
Thanks all for your responses. I was thinking more of a Stocks alloc relationship myself.
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Old 07-06-2018, 08:49 AM   #371
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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.
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Old 07-06-2018, 10:35 AM   #372
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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.
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).
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Old 07-06-2018, 10:44 AM   #373
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Up 3.4% ytd
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Old 07-06-2018, 10:53 AM   #374
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Curious - do folks consider REITS as part of their Stk or Bnd portion of their portfolio?
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 )
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Old 07-06-2018, 02:10 PM   #375
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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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Old 07-06-2018, 02:24 PM   #376
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Somewhere around 72% YTD. I feel like with these numbers I can ignore the stuff after the decimal point.


Thatís a strong start to the year. Are you leveraged ? What positions made your half year ?
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Old 07-06-2018, 02:26 PM   #377
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Somewhere around 72% YTD...
That's very good.
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Old 07-06-2018, 02:29 PM   #378
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Somewhere around 72% YTD. I feel like with these numbers I can ignore the stuff after the decimal point.
I'll wire you a half million if you promise to keep this up with my money.
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Old 07-06-2018, 03:05 PM   #379
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Thatís a strong start to the year. Are you leveraged ? What positions made your half year ?
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.

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I'll wire you a half million if you promise to keep this up with my money.
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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Old 07-06-2018, 03:50 PM   #380
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Somewhere around 72% YTD. I feel like with these numbers I can ignore the stuff after the decimal point.
Are you not counting "unrealized gains"?
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