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Old 12-14-2018, 03:30 PM   #761
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I'm up 3.3% YTD through Nov. 30. AA 80/20.
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Old 12-14-2018, 04:33 PM   #762
Recycles dryer sheets
 
Join Date: Jun 2018
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I am up 141.59% YTD. I have been trading the volatility the past few weeks and have eeked out a little bit more gain.

I can't complain much.
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Old 12-20-2018, 06:28 PM   #763
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Down 5.08% for the year. Ouch!
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Old 12-20-2018, 06:44 PM   #764
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Down 5.08% for the year. Ouch!
You got company.
Down 5.60%
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Old 12-20-2018, 07:02 PM   #765
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I won't look till the first of January 2019. I really don't want to either. LOL
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Old 12-20-2018, 08:12 PM   #766
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I'll make an assessment over the weekend or just after Christmas, as time allows.
When I usually do it, so as to have some time to tweek any regular reallocating done in January. Rarely actually do a YTD anymore after I retired 3 yrs ago.
Really if someone had a crystal ball and told me exactly what would be happening now at this point in my retirement life, perhaps i would have been worried, but now, meh, it goes down, it goes up, life is good.
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Old 12-20-2018, 08:23 PM   #767
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Something tells me this will change come tomorrow but -5.2% as of now with 60/36/4 AA.
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Old 12-22-2018, 09:25 AM   #768
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I wasn't going to look until January 1, but I looked. Down 6.0%. But after five years of retirement, still up around 30%, so not complaining. And believe it or not, the domestic equities haven't hit the AA trip wire. Cash/Bonds are over the trigger, but the pain is spread across domestic and international equities.
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Old 12-22-2018, 09:51 AM   #769
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Down 6.8% YTD and 10% from high set in late August.

I had planned on rebalancing my portfolio to my AA of 50/50 back in August when it had kept up to 54/46. Mr. Market balanced it for me. Ugh.
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Old 12-22-2018, 10:14 AM   #770
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Down 6.1%, but still up around 5% from FIRE date, after three years’ withdrawals.
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Old 12-22-2018, 10:32 AM   #771
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-6.76%.
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Old 12-22-2018, 12:09 PM   #772
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Down 6.1%, but still up around 5% from FIRE date, after three years’ withdrawals.
For us very new retirees (Aug 2017), our portfolios are down before and after withdrawals.
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Old 12-22-2018, 12:31 PM   #773
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Down 6.7% YTD
Portfolio Down 10.2% including 3.5% withdrawal
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Old 12-22-2018, 12:55 PM   #774
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I guess this market is getting to me. I usually only calculate performance quarterly but couldn’t resist making a quickie calculation. Down <1% worst case (I think). Big relief. 60/15/25
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Old 12-22-2018, 03:05 PM   #775
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I appear to be down about 4.66 % after adding back in my RMD withdrawal this year (IRA). I have no equities outside of the IRA, only CD's and 2% cash savings accounts.

My non-IRA cash accounts got plundered this year with the cost of DD's wedding (I guess that's what money is for though).
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Old 12-22-2018, 03:11 PM   #776
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You made me look. Down 6.39% YTD. But still have 12.4% more than 12/31/2015 when I retired, after spending.
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Old 12-22-2018, 04:16 PM   #777
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-4.29% YTD. We should expect that there will occasionally be negative years... 20 out of the last 92 years for a 60/40 portfolio per Vanguard (https://personal.vanguard.com/us/ins...io-allocations) and 2018 just happens to be one of them. I'm guessing that two loss years in a row is not highly likely, so that is the good news.

Better than my benchmark Vanguard LifeStrategy Moderate Growth Fund (VSMGX) which is -6.92% YTD.

Vanguard Target Retirement 2025 Fund (VTTVX), another ~60/40 fund is -7.19% YTD.

I think my advantage was that earlier in the year I jettisoned bonds and got into VMMXX... that, along with PenFed 3% CDs, made my fixed income returns better than the fixed income components in these funds.
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Old 12-22-2018, 05:00 PM   #778
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Made some rookie mistakes this year. Got into NASDAQ and increased my small cap at midyear, although overall AA stayed the same.
Substituted CD's for bond fund, so overall happy with that, plus still getting 4.24% on Stable Value.
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Old 12-22-2018, 05:14 PM   #779
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Down -3.08% YTD.

Helped that I switched from 75/25 to 60/40 in August.
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Old 12-22-2018, 08:28 PM   #780
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<7.61%> ytd
AA:72/25/3
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