2018 YTD investment performance thread

[Freedom56]

+5.79 YTD. re-invested cash in Barclays, Enstar, Discover Bank, Capital One Financial, and Ally short and medium term notes.

 

[exnavynuke]

YTD - 5.25%
1-year - 14.18%

 

[target2019]

I'm a newby here. Please explain the AA convention: does that represent stocks/bonds/cash?

I stick with convention of Equity/Fixed/Cash. Every poster is not necessarily following that.

 

[street]

Correction from my earlier post.
Jan. 1st to July 31st is 8.17 and 12 month YTD is 14.01 and that is from June 2017 to June 2018. I am thankful for those numbers.

 

[gstillson]

YTD return is now nearing 100%. Account is 80% cash right now so the risk is fairly low at the moment. Trading commissions are starting to get annoying...over $1300 now for the year. I guess this is why people use index funds...much lower cost. Still, 100% return is better than most broad index funds so I guess it is just the devil you deal with.

 

[SumDay]

4.09% YTD 17.2% 12 months
60/30/10


Just rebalanced to 50/35/15 as I have 29 days until I pull the plug and begin withdrawals. I was waking up in the middle of the night with Vanguard on the brain. Gotta sleep!

 

[hesperus]

+ 2.3% YTD as of Aug 1.
Rebalanced approx $500K (or 5%) of portfolio last week, by selling some of my last individual stock positions, and placed the proceeds into combination of DFSIX and VTSAX. It's taken a number of years, but have finally transitioned from positions in many individual stocks into one made primarily of index funds and etf's. Bond Ladder makes up 95% of fixed income positions.
Current allocation is 65/30/5

 

[tmm99]

Though my Canadian side as a whole is still in the negative territory (about 10% of my portfolio... ENB, BCE and PWF are lagging behind), my number is up overall, so I'm happy.

 

[NYEXPAT]

I'm a newby here. Please explain the AA convention: does that represent stocks/bonds/cash?

Yes, in my case!

 

[NW-Bound]

I have been traveling the last 2 months, and just now get back home to update my account balances.

As of market close on 7/31, up 5.1%.

Expenses YTD: 1.6%.

What was that quotation from Dickens' character Micawber regarding expenditures relative to income?

AA: 66% equity, 2% bond, 32% cash.

 

[kgtest]

+9.35% 99% Equities, 1% cash. Mostly ETFs. At one point I was up 11.3% last month.

 

[kgtest]

YTD return is now nearing 100%. Account is 80% cash right now so the risk is fairly low at the moment. Trading commissions are starting to get annoying...over $1300 now for the year. I guess this is why people use index funds...much lower cost. Still, 100% return is better than most broad index funds so I guess it is just the devil you deal with.

My total expense is like $130/yr on a similar balance. Of course I only trade 1-2x a year and that really only involves maybe 4-6 total trades each rebalance, one to sell, and one to buy x Small, Mid LargeCap.

But yeah your returns are incredible. What are you buying?

 

[HI Bill]

YTD return is now nearing 100%. Account is 80% cash right now so the risk is fairly low at the moment. Trading commissions are starting to get annoying...over $1300 now for the year. I guess this is why people use index funds...much lower cost. Still, 100% return is better than most broad index funds so I guess it is just the devil you deal with.

So, you started out with ~$45K, invested it after January 1, then sold it with a 100% short term capital gain? Wow!

 

[gstillson]

So, you started out with ~$45K, invested it after January 1, then sold it with a 100% short term capital gain? Wow!

No, I had about $100,000 in the account Jan 1. Realized gain is a bit over $94,000 and short term. Unrealized gain is a mix of short and long term and is about $48,000.

Also have $49,000 in a saving account earning 1%, which drags the whole shebang down to only about a 95% overall return ($142,000 gain / $149,000 original investment)

 

[dadu007]

YTD performance 5.6%

 

[cyber888]

Liquid assets (stocks + cash) Jan. 1st 2018 was around $780K. Today Aug. 2. I’m at around $855K. Up by $75K in 7 months 2 days. Looking to hit $900K+ by end of the year even though I plan to pay some car loan principal by $8k and also trim some mortgage principal by $15k

 

[texcurtis]

3.6%. I’ll take it.

 

[sengsational]

I'm a little late pulling my numbers this time, but as of today/yesterday, I'm up 2.3% (all-in, spend adjusted).

Still not back to where I was on 1/23 (2.9%), but I'll take this over a huge, painful dive any day.

 

[bevette]

5.6% YTD through July

AA: 95/5

 

[pompanobeach]

PERSONAL PERFORMANCE
6.44%
Prior Quarter ( 04/01/2018 - 06/30/2018 )

8.98%
Year to Prior Quarter ( 01/02/2018 - 06/30/2018 )

10.30%
Year to Date
( 01/02/2018 - 08/03/2018 )

 

[Clone]

7.2% YTD



AA: 99/1 I think I need a 12 step intervention... But if I twitch it would be called timing...

 

[robnplunder]

I am amazed by how well most of the posters are doing in this thread, outperforming the market.

 

[target2019]

I am amazed by how well most of the posters are doing in this thread, outperforming the market.

I could guess, but look at this page:
https://eresearch.fidelity.com/eres...ectors/si_performance.jhtml?tab=siperformance
and you can see what sectors are outperforming, and to a large extent.
If there's no detail on a YTD number, doesn't mean much to other posters. Still, fun to watch.

 

[DEC-1982]

If there's no detail on a YTD number, doesn't mean much to other posters. Still, fun to watch.

Right. Also, I don't think this is a "chase the winners" group.

 

[corn18]

Right. Also, I don't think this is a "chase the winners" group.

Agree. I like reading the responses to live vicariously through other's success. But I would never have the guts to stray from my three fund, 60/40, average by definition portfolio.