2019 YTD Investment Performance Thread

[sengsational]

Quote:

Originally Posted by NW-Bound Whoa, it so happens that I just checked the stable value fund in my wife's 401k. Its return in 2019 was 4.7%. Too bad that this fund is only 11% of what I consider my cash holdings.

That's a great return on the SVF. My SVF turned in 3.73% in 2019, and I thought that was pretty good.

[Dtail]

Quote:

Originally Posted by sengsational That's a great return on the SVF. My SVF turned in 3.73% in 2019, and I thought that was pretty good.

My SVF yielded a net 3.83% in 2019.
The yield was changed on 12/31 to a net 3.50%. Still pretty good and represents 48% of my Fixed Income portfolio.

[rkser]

I am 63

Total Vanguard Return - 18.5 %
Started the year at 50% Stocks & ending at 56%, due to increasing Market returns.

Bank Savings & CDs which are 5% of overall AA managed around 2+% return.

Probable a great year of Investment returns for me

[NW-Bound]

I did not know that the 4.7% return of the SVF in my wife's 401k is exceptional and not the norm. I usually never paid much attention to it.

I looked back and just saw that the return in 2018 was 5.4%. In 2017, it was 4.5%.

[Dtail]

Quote:

Originally Posted by NW-Bound I did not know that the 4.7% return of the SVF in my wife's 401k is exceptional and not the norm. I usually never paid much attention to it. I looked back and just saw that the return in 2018 was 5.4%. In 2017, it was 4.5%.

Yes, currently anything over 3% is fairly good and anything over 4% is exceptional.

[vince]

50/50...….17.4%... A very nice year.

[target2019]

Quote:

Originally Posted by target2019 November 2019 +19.27% Total Portfolio Value increase YTD (30-Nov-2019) +12.91% Estimated YTD Performance (30-Nov-2019), total pie weighted 50-45-05 (Stk-Bnd-Csh) Target AA YTD Benchmark for managed 50/50 portfolio: 50/50 American Funds American Balanced Fund 14.68% YTD Benchmark for indexed 50/50 portfolio: Russell 2000 19.87% Bloomberg Barclays U.S. Aggregate Bond 7.40% 50/50 Benchmark 13.64%

December 2019

• +28.10% Total Portfolio Value increase YTD (31-Dec-2019)
• +16.83% YTD Performance (31-Dec-2019), total pie weighted
• 50-45-05 (Stk-Bnd-Csh) Target AA

YTD Benchmark for managed 50/50 portfolio:

• 50/50 American Funds American Balanced Fund 19.55%

[ckelly78z]

PLCGX https://www.morningstar.com/funds/xnas/plcgx/quote I was 100% in this fund for most of the year, but pulled in early September, and back in in October. I should have stayed the course, I only made 30%.

Already up 1.37% this year.

[Dtail]

Quote:

Originally Posted by ckelly78z PLCGX https://www.morningstar.com/funds/xnas/plcgx/quote I was 100% in this fund for most of the year, but pulled in early September, and back in in October. I should have stayed the course, I only made 30%. Already up 1.37% this year.

Not after today unfortunately.

[mickj]

Up 120% last year, up about 5% so far this year.

It makes me feel weird.

[Doribe]

+16.77

[kcowan]

Without final quarter reports for 2 private equities (probably close to zero), 15.4% on a 44/56 AA.

[steelyman]

Following robnplunder’s suggestion to post what investments work/worked for you: the highest-returning fund in my portfolio for 2019 was Vanguard US Growth (VWUAX, 33.51%).

[KCGeezer]

I’ll ‘fess up to what didn’t work. My less than 1% bet on weed stocks. I’m hanging on to them to remind me not to pick individual stocks.

[NW-Bound]

Quote:

Originally Posted by steelyman Following robnplunder’s suggestion to post what investments work/worked for you: the highest-returning fund in my portfolio for 2019 was Vanguard US Growth (VWUAX, 33.51%).

That is not bad, but I am still not impressed. Not in a year when S&P returns more than 31%.

A growth fund has to be significantly higher. I think the MF manager was too timid. Pedal to the metal if you call yourself a growth fund.

[RunningBum]

I hesitate to name my big gainer, trying to keep it a secret.

OK, it's VTSAX, Vanguard Total Stock Index. 30.8%. The secret is out.

Not too exciting, huh?

[steelyman]

Quote:

Originally Posted by RunningBum I hesitate to name my big gainer, trying to keep it a secret. OK, it's VTSAX, Vanguard Total Stock Index. 30.8%. The secret is out. Not too exciting, huh?

I don’t think it’s a competition, just reporting. Excitement/happiness apart from investment returns is what is fun about retirement!

[RunningBum]

Quote:

Originally Posted by steelyman I don’t think it’s a competition, just reporting. Excitement/happiness apart from investment returns is what is fun about retirement!

Certainly didn't mean it any other way, just making a little joke about having one of the most widely held funds (around here anyway) be my big gainer, and acting like it's a secret.

[dadu007]

35.0% portfolio return for 2019.

78/22 Stocks/Bonds overall.

We have a big chunk in Apple, which soared last year.


for comparison:
2017: 20.3%
2018: -7.9%

[calmloki]

I just look at overall. For us property increase in value (homes and rental), gold, bank accounts, CDs, contracts, loans, stocks, funds,ETFs, bonds - everything - we are up 10.74% in net worth for the year. Pretty paltry compared to you all. OTOH, that increase is equal to about seven years of expenses for us (not figuring any inflation) and I'm 70 now, so I'm thinking we'll be ok.