athena53
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- May 11, 2014
- Messages
- 7,377
Down about 3.8% with probably 70% equities. Still up over what I had when I retired in mid-2014 despite withdrawals, which is reassuring.
2018 YTD investment performance thread
- Thread starter robnplunder
- Start date
Lsbcal
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
My children have been on their own and investing for a while. At Christmas, my son-in-law shared what he lost in dollar amounts. It showed they had more than I thought, which was good. I then told him that I lost 10x that in dollar amount. And that surprised him too.
My son has been quiet about his account. But he made no mention of selling, which is good.
We will be going to my son's home soon, as he is hosting the big family New Year Day lunch party. I will bring this up again, and make sure nobody is selling.
Interesting and could be the basis for a nice thread ... how to talk to adult children about money...
I've been trying to get my son to just do the Boglehead thing. He is not very interested in finance and has to pore his energies into his job. He would want to spend much time contemplating market intricacies. Eventually I hope to get him knowledgeable enough to handle the inheritance he will receive. Hopefully many years to do that training.
Lawrencewendall
Full time employment: Posting here.
Final numbers are in.
-10.62 90/9/1
Could be worse.
-10.62 90/9/1
Could be worse.
skipro33
Thinks s/he gets paid by the post
Down 6.62% for the year 2018. 90% equity
I always look at my personal return based on the portion of my portfolio that I actively manage, which is about half of it. I don't include 401K (too lazy to back out contributions) or index funds (they are the benchmark). So, with this logic I was down 11.73%. This was mainly due to 3 stocks that I own, NVDA, FB and AAPL. Rough year for those, but has been a hell of a nice 3 previous years, so I'm still glad I owned them.
jkern
Full time employment: Posting here.
Down 1.96% with 40/40/20 AA
gcgang
Thinks s/he gets paid by the post
- Joined
- Sep 16, 2012
- Messages
- 1,571
-3.57%. Guess I'll hold off on opening my hedge fund.
wingfooted
Recycles dryer sheets
Time weighted return for 2019 -31.7%
Big losers were all the energy names and AAPL.
The only good news is that 2019 is a new year.
Big losers were all the energy names and AAPL.
The only good news is that 2019 is a new year.
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ShokWaveRider
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
~+3.25
target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
December 2018November 2018
+3.62% Total Portfolio Value increase YTD
-0.06% YTD Performance, total pie weighted
50-45-05 (Stk-Bnd-Csh) AA - new AA going forward
Expert Analysis: Based on previous expert comment, I am no expert.
+2.88% Total Portfolio Value increase YTD
-3.72% YTD Performance, total pie weighted
50-45-05 (Stk-Bnd-Csh) AA
Analysis: Able to contribute 401(k) and Roths. That is why the total grew, rather than going negative for the year.
flintnational
Thinks s/he gets paid by the post
You did well compared to some hedge funds! You might still have a future as a hedge fund manager. OTOH, Einhorn's days as a manager may be limited.
"Einhorn's Greenlight Extends Decline to 34% in Worst Year"
ETA: Restatement of your results, "2018 investment performance exceed the performance of a multi-billion hedge fund by 31%".
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Golden sunsets
Thinks s/he gets paid by the post
- Joined
- Jun 3, 2013
- Messages
- 2,524
IRR -3.79% 53/45/2.
Biggest losers were VEA -14.75%, SCZ -17.48%, VWO-14.77% and PRNEX -16.21%. I guess the Overall -3.79% doesn't look so bad afterall.
Biggest losers were VEA -14.75%, SCZ -17.48%, VWO-14.77% and PRNEX -16.21%. I guess the Overall -3.79% doesn't look so bad afterall.
USGrant1962
Thinks s/he gets paid by the post
-3.67% on a 56/40/4 AA. Seems about normal around here.
Klubbie
Recycles dryer sheets
Down 8.34% for the year. 85/15 AA with some slice and dice that works out like this:
40% Total Stock Market
25% Total International
8.5% Small Cap Value
5% Emerging Markets
5% REIT
15% Total Bonds
1.5% Cash and individual stocks
Reading through this thread has made me feel better about the year I had based on my AA. Also, it's helpful to look at my tracking spreadsheet and see that my total portfolio value is about the same as it was a year ago at this team. Even with the down year, I still have additional contributions and am in a decent spot.
Even more promising (for me at least) is the fact that since I have started tracking annual returns in 2015, I've had 2 down years (2015 and 2018), and my portfolio has nearly tripled because of contributions. I know this will slow down, but it does help to re enforce the value of compounding and stay the course.
40% Total Stock Market
25% Total International
8.5% Small Cap Value
5% Emerging Markets
5% REIT
15% Total Bonds
1.5% Cash and individual stocks
Reading through this thread has made me feel better about the year I had based on my AA. Also, it's helpful to look at my tracking spreadsheet and see that my total portfolio value is about the same as it was a year ago at this team. Even with the down year, I still have additional contributions and am in a decent spot.
Even more promising (for me at least) is the fact that since I have started tracking annual returns in 2015, I've had 2 down years (2015 and 2018), and my portfolio has nearly tripled because of contributions. I know this will slow down, but it does help to re enforce the value of compounding and stay the course.
Coolius
Full time employment: Posting here.
- Joined
- May 15, 2010
- Messages
- 862
Down 2.78% for the year.
Was actually doing fairly well until Q4 , when preferred and income stocks started tanking right about the beginning of October.
A few speculative buys did not work out well, those were the ones that really dragged down performance.
Was actually doing fairly well until Q4 , when preferred and income stocks started tanking right about the beginning of October.
A few speculative buys did not work out well, those were the ones that really dragged down performance.
- Joined
- Nov 27, 2014
- Messages
- 9,203
Spent more time on my numbers. Final numbers for 2018:
Investments increased by 2.6%
Net Worth increased by 2.9%
I did not add to or withdrawal from my investments this year so the number is just year beginning number over year ending number. As explained in another thread, I attribute the increase to luck. We moved brokerages and in doing so moved out of equities just to implement a more formal plan. Thankfully, we did this before the market tanked and didn't get back in yet. otherwise, I'm sure I would have had a 5% or so loss. Wish I could say I was a genius, but it was just lucky timing. I've already moved back in at the end of 2018 but AA is only 25% equities at the moment. Need to figure out how best to handle that going forward. Will probably bring that closer to 50% equities over time (year or two).
OP
OP
robnplunder
Thinks s/he gets paid by the post
NW-Bound
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 3, 2008
- Messages
- 35,712
Final numbers are in.
-10.62 90/9/1
Could be worse.
Surely, it could be worse. Like wingfooted below!
Wowza! You are the "winner". Top of 35% gain in October to -31.7% loss at end of year. OMG.
Moemg
Gone but not forgotten
Minus 2.5 % .
jazz4cash
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
IRR using moneychimp formula is minus ~1% with portfolio that ended up at 55/27/18. I'm OK with that.
Down 4.49% and that includes adding 7% of salary in 401K.
AA is 90/10.
Tomorrow taking our first 401K withdraw, less than it would have been a few months ago. Kept thinking the market would go up "a little more" and "then" I would transfer more to cash/CDs... lost a bunch the last quarter like most of us.
AA is 90/10.
Tomorrow taking our first 401K withdraw, less than it would have been a few months ago. Kept thinking the market would go up "a little more" and "then" I would transfer more to cash/CDs... lost a bunch the last quarter like most of us.
CyclingInvestor
Thinks s/he gets paid by the post
+1.6% IRR. 99/0/1 allocation. Good year for dividend increases again.
Fermion
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Unfortunately most of our money was invested in "safe" index funds in our 401K and is down about 7.5%.
The risky portion was invested in Endocyte and ended up going up over 1000%. Unfortunately I did not risk more than I could afford to lose so only ended up making $400,000 or so total (some of which I realized in 2017)
For 2018 it is looking like we are +10% or so, with the Endocyte pulling up the losses in the 401K. This is after accounting for taxes on the long term capital gains and having to pay back all of my ACA subsidy for 2018.
For 2019 I am going to try some different strategy. I am going to take the risk with a small portion of the 401K and put the taxable money in index funds. I don't like paying back ACA subsidy or cutting $60,000 checks to the IRS in retirement.
Still, being up 10% this year is good, no?
The risky portion was invested in Endocyte and ended up going up over 1000%. Unfortunately I did not risk more than I could afford to lose so only ended up making $400,000 or so total (some of which I realized in 2017)
For 2018 it is looking like we are +10% or so, with the Endocyte pulling up the losses in the 401K. This is after accounting for taxes on the long term capital gains and having to pay back all of my ACA subsidy for 2018.
For 2019 I am going to try some different strategy. I am going to take the risk with a small portion of the 401K and put the taxable money in index funds. I don't like paying back ACA subsidy or cutting $60,000 checks to the IRS in retirement.
Still, being up 10% this year is good, no?
