2018 YTD investment performance thread

[Spanky]

Oh I’m down some, so I quit looking.

+1 -- pretty sure it is down. Thus, stop checking as often.

 

[RobbieB]

I look regularly every month when the paper statement comes in the mail. Good or bad I'll post it up here.

 

[PatrickA5]

Down 1.09% as of yesterday. 60/40.

 

[exnavynuke]

-2.04% YTD

I'm heavy equities since I'm still in the accumulation phase. Surprised it isn't worse honestly.

 

[pb4uski]

A whopping +0.37% at the end of April vs +0.12% at the end of March.

What a difference from the +5.60% YTD as of a year ago.

 

[Dtail]

-0.08% for me Apr YTD.
Just wish for a minimum of +2.0% real by end of year 2018....

 

[NW-Bound]

Another month, another buck lost!

End of Jan: +5.79% YTD
End of Feb: +2.06% YTD
End of Mar: +0.63% YTD
End of Apr: -1.09% YTD

Just a couple of weeks ago, I was up around 3% YTD. Darn!

Current AA: 72.6% equities, 23.6% cash, 2.2% bonds, 1.6% unknown (by Quicken).

 

[robnplunder]

-0.08% for me Apr YTD.
Just wish for a minimum of +2.0% real by end of year 2018....

Pretty close to mine. I am down 0.1%. This will likely be a down year given the past years' performance.

 

[street]

Jan. 1st to April 30th up 1.44% all accounts includes a few CD ladders accounts. This is figured with 4 months elapsed for the year.

 

[Rickt]

+0.42% YTD. 71/21/8 Stocks/Bonds/Cash

 

[KCGeezer]

Down 1.2. Could be worse, could be raining.

 

[sengsational]

Some recovery, but still down for the year. Down 0.4%, all $ included, since 12/31.

 

[pb4uski]

A whopping +0.37% at the end of April vs +0.12% at the end of March.

What a difference from the +5.60% YTD as of a year ago.

My benchmark, Vanguard Life Strategy Moderate Growth, was -0.48% YTD... so I'm content with +0.37%.

 

[kgtest]

+ .28% YTD. Getting hammered in my individual picks, CASY, MMM, AAPL, HAS

Good time to buy I guess. MMM is down 21% on the year ouch.

 

[NW-Bound]

Glad to know someone else also has MMM. Do you have FCX (Freeport McMoRan) too? They gave up the gain of 2017 in a hurry. Darn!

Valero (VLO) is the star of my portfolio last month. Just do not have enough of it.

 

[Ed B]

I am up to a sizzling 1.11%.

I have about 1/3 of my port in a stable value fund on pace for a 2.2% return this year. The Stable Value fund does not lose money and makes at least a few $$$ each day. The rest is in VTI, VOOG.

 

[marko]

At least my month-end dividends and interest came in 8 percent above normal last night.

 

[NYEXPAT]

11.04% YTD on a 95/0/5 portfolio.

 

[littleb]

Ytd -1.399 %

 

[COcheesehead]

Treading water...0.7 %

 

[redduck]

11.04% YTD on a 95/0/5 portfolio.

That's impressive: what's leading the parade for you?

 

[24601NoMore]

Down 0.5% YTD on the retirement part of my portfolio and up 1.0% overall if I also factor in cash reserves and company stock (up 23% YTD). With the way the markets are today, tomorrow's # will no doubt be worse.

Biggest surprise is my trusted Wellesley fund. Down 2.9% YTD..bottom 6% of all funds in it's category. Very unusual for VWIAX..

 

[Totoro]

New month, somewhat better picture:

• Index tracker world: -1%
• Index tracker non-US: +2%
• Individual stock account, incl. cash drag: +3%

All accounts in EUR, total return since Jan. 1st 2018. It seems to become a wash this year. No complaints.

 

[NYEXPAT]

That's impressive: what's leading the parade for you?

I was up 18.5% for the first quarter on mostly Chinese internet stocks (Tencent,Baidu,Momo,JD), This last month has actually been piss poor.

 

[pb4uski]

High risk begets high reward.... good for you.