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Old 12-01-2019, 02:19 PM   #581
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Ytd 14.74%.

Aa: 52/46/2

Will rebalance in January.
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Old 12-02-2019, 04:09 PM   #582
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Join Date: Dec 2014
Location: St. Charles
Posts: 2,286
YTD: 15.32% All in. Adjusted for spending.

AA: 55/45
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Old 12-07-2019, 03:02 PM   #583
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Join Date: Mar 2016
Location: Central CA
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As of 11-29-19, Equities up 28 %
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Old 12-07-2019, 03:42 PM   #584
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Join Date: Jan 2006
Location: Rio Grande Valley
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Just delighted to be up over 20%, and we have already started rebalancing.
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Old 12-07-2019, 04:58 PM   #585
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Large Cap growth up 25.3% YTD.
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Old 12-07-2019, 05:04 PM   #586
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Quote:
Originally Posted by audreyh1 View Post
Just delighted to be up over 20%, and we have already started rebalancing.
Eh, I thought you normally do this in January. You also said your husband already cashed out a bunch of Apple stock.

Are you doing DMT now?
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Old 12-07-2019, 05:12 PM   #587
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Ytd 14.76%.

Aa: 60/40 Equities/Bonds

Age: 55 (retired this year)
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Old 12-07-2019, 05:41 PM   #588
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Eh, I thought you normally do this in January. You also said your husband already cashed out a bunch of Apple stock.

Are you doing DMT now?
My husband does his own thing in his IRA.

I do normally rebalance in Jan, but due to tax considerations, I’m pulling some of the rebalancing into this year. I’ve already passed the IRMAA threshold I thought I might stay under, so I have room to recognize more 2019 income without it getting worse. I have a lot of rebalancing to do. Some of the funds I want to trim before their ex-div date.
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Old 12-31-2019, 07:19 PM   #589
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18.79% YTD on 50/50.
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Old 12-31-2019, 08:28 PM   #590
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Join Date: Aug 2013
Location: North
Posts: 2,820
1/31 +10% YTD Over half recovered from my terrible Nov/Dec '18
2/28 +14.57% and almost back to my 52 week high.just another ~4.5% to break the 52 week high
3/31 +16.75% and I was beating all three major indexes...
4/30 +21% 52week high, net worth at record highs, liabilities at all time lows...blessed.
5/31 +13.27% nice little 7% tariff haircut. Oh, I know it was priced in eh?
6/28 +21.46% regaining my 52 week high from back in April I'll take an 8% month .
7/31 +25% as you can see, growth has slowed first 3 months provided 65% of my YTD
8/31 +22.5% backpedaled a bit. Up double digits year over year. Happy Labor day y'all blowin the dough at a 5 star with the family
9/30 +23% took a bath in Slack WORK
10/31 +27.75% portfolio at all time highs (I own AAPL), debt at all time lows. Bull runs on
11/29 +34.25% anytime I can get 6.5% in 28 days I am happy 😆 looks like someone is finally beating me nice work
12/31 +37.75% for 2019..100% stock and divvies. Happy New Year y'all! 2nd best year during this 10 year cycle with only 2015s 40% beating this year.
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Old 12-31-2019, 08:33 PM   #591
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All my numbers are in, so I can close out this year of 2019 now.

My return is 27.62%, with withdrawals compensated for using moneychimp method.

The stock AA is 57% currently. At the beginning of the year, I was at 76% stock.

I could have had a higher return of a couple % more, but had many covered call options exercised in Nov, and I sold mucho beloved shares below their market prices. Oh well, I said I wanted to reduce stock AA, and that worked. I just regretted not setting the prices a bit higher. Left quite a bit of money on the table.
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Old 12-31-2019, 09:43 PM   #592
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Join Date: Feb 2017
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12/31: 22.78%

60/35/5
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Old 12-31-2019, 10:53 PM   #593
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Ending the year with gain of 15.24%, a successful year. On to 2020!
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Old 12-31-2019, 11:42 PM   #594
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+20.0% as of cob 12/31/19

AA: ~60/40
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Old 01-01-2020, 12:13 AM   #595
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Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,620
+54.7% IRR (thanks to BEP and BIP)

100% stocks (99% tIRA, 1% Roth)
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Old 01-01-2020, 12:34 AM   #596
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Plus 20% for the year end.
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Old 01-01-2020, 03:11 AM   #597
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15.3% at year end. Best Iíve seen since 2003.
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Old 01-01-2020, 05:53 AM   #598
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I just totaled up my 2019 numbers, and all I gotta say is DAY-UM!!

Here's the results, by month-end...

1/31/19: +7.94%
2/28/19: +11.4%
3/31/19: +12.8%
4/30/19: +15.6%
5/31/19: +10.4%
6/28/19: +15.9%
7/31/19: +17.8%
8/31/19: +17.4%
9/30/19: +18.9%
10/31/19: +20.0%
11/30/19: +23.9%
12/31/19: +27.1%

And, as before, that's rate of return, rather than just how much my net worth has changed, since that would be thrown off by additional investments or withdrawals.

Percentage-wise, this is the best year since I had since 2009, when I had a return of around 44.7%. Dollar-wise, it's my best year ever, seeing a rise of $416K. It's amazing, what the power of compounding can do. I finished out the year of 2007 with investible assets of around $416K. Yet here I "made" that, in just one year!
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Old 01-01-2020, 06:54 AM   #599
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Up 17.5%.

Was 55/45 most of the year, but lowered to 45/55 in December - where I plan on staying going forward.
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Old 01-01-2020, 07:56 AM   #600
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18.04%..... Best year in recent memory for sure, but behind VSMGX benchmark return of 19.37%. I suspect the underperformance is due to interest rate gains on the bond side of VSMGX whereas most of my fixed income is in CDs so I have less interest rate risk.

Started out the year at ~60/35/5. Built a income-focused preferred stock portfolio in the first few months of the year... moved out of bonds and into high-yield (3.0-3.5%) credit union CDs in the late spring, summer and early fall... decided to get rid of cash allocation and used that 1.7% money (down from 2% at the beginning of the year) to pay off our 3.375% mortgage on the last day of the year.

Ended the year at 57/42/1... increase in bonds due to credit union CD purchases and decrease in cash due to mortgage payoff... plan is to let AA drift back up to 65/35/0 over time.

Despite withdrawals for spending and mortgage payoff, the portfolio is 8.5% higher then the beginning of the year.


1/31/20195.10%
2/28/20197.02%
3/31/20198.08%
4/30/201910.56%
5/31/20196.83%
6/30/201911.34%
7/31/201911.96%
8/31/201911.00%
9/30/201912.43%
10/31/201914.01%
11/30/201915.97%
12/31/201918.04%
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