2019 YTD Investment Performance Thread

[sengsational]

I know this is "year to date", but what about the interest that's not posted until tomorrow night?

[Gumby]

+10.5% @ 70/30

[target2019]

Quote:

Originally Posted by sengsational I know this is "year to date", but what about the interest that's not posted until tomorrow night?

Waken on 4/1 and capture those crazy dineros.

[NW-Bound]

Quote:

Originally Posted by NW-Bound Mar 29 YTD: 13.85% I was as high as 15.5% on Mar 21, but many of my stocks stumbled.

Quote:

Originally Posted by NYEXPAT Down- 13.85% YTD. Still waiting for SPX to drop to 2200 and then the nice ride back to 4000 or so!

How coincidental is this?

I remember that your performance for 2018 was positive and quite good while mine was negative and fairly bad, but I do not remember the exact figures.

[LOL!]

Quote:

Originally Posted by sengsational I know this is "year to date", but what about the interest that's not posted until tomorrow night?

None of my accounts will post anything on Saturday nor Sunday, so there will be no change (pun intended!).

[NW-Bound]

Quote:

Originally Posted by NW-Bound How coincidental is this? I remember that your performance for 2018 was positive and quite good while mine was negative and fairly bad, but I do not remember the exact figures.

I just had to look up the numbers for last year.

You posted first, and were up +11.04%.

I posted later, and was down -11.40%.

Almost the same with two digits transposed, and in the opposite direction.

[tulak]

+11.13, which is great, except I was -7.4% last year. It’s all relative. Still, no complaints.

[target2019]

Quote:

Originally Posted by target2019 February 2019 +8.54% Total Portfolio Value increase YTD +6.71% YTD Performance, total pie weighted 50-45-05 (Stk-Bnd-Csh) Target AA Part-time work schedule in place. Check! Inheritance partially spliced to portfolio. Check! Great start to the investing year. Time to rebalance. Choppy waters ahead, I say...

March 2019

• +10.75% Total Portfolio Value increase YTD
• +07.92% YTD Performance, total pie weighted
• 50-45-05 (Stk-Bnd-Csh) Target AA

Nice end to 1st quarter of 2019.

[Rickt]

+9.90% (71/25/4) Vs Benchmark VTHRX 9.54%

Happy with the 1st quarter results, hope we stay positive the rest of the year.

[Cobra9777]

Up 10.8% YTD as of 3/31/19, excluding cash and rental properties. Portfolio is basically 70/30, with a value tilt, fairly large REIT position, less international than most, and corporate-heavy bond funds. REITs were up 17%.

Down 1.0% from all-time high at end of January 2018.

Cash is very low at the moment. This feels like an appropriate time to replenish. I feel a storm approaching.

[Andre1969]

Here's my results, so far...
1/31/19: +7.94%
2/28/19: +11.4%
3/31/19: +12.8%

That's rate of return, rather than just how much my net worth has accumulated, as I'm putting in additional investments.

So, it looks like March has cooled off a bit, compared to February and especially January. But, I'm not complaining!

[pb4uski]

Quote:

Originally Posted by sengsational I know this is "year to date", but what about the interest that's not posted until tomorrow night?

Is it going to change the decimal point?

We also ignore accrued interest on bonds (which is priced separately when you buy or sell a bond) or interest from the last crediting date on CDs.

[Dtail]

Would be interesting to see some results from folks with ~30% or less equity allocations including no equity allocations.
Don't read too much into it, as it would also be interesting to see those numbers in a down market too.

[target2019]

Quote:

Originally Posted by Dtail Would be interesting to see some results from folks with ~30% or less equity allocations including no equity allocations. Don't read too much into it, as it would also be interesting to see those numbers in a down market too.

Maybe one way to see benchmark results would be Wellesley.
https://finance.yahoo.com/quote/VWIA...rmance?p=VWIAX

YTD for VWIAX is 5.80%. AA is 35-40% fixed.

Or take a look at VASIX (AA is 20% fixed). YTD is 2.96%.
https://finance.yahoo.com/quote/VASI...rmance?p=VASIX

[calmloki]

Quote:

Originally Posted by Dtail Would be interesting to see some results from folks with ~30% or less equity allocations including no equity allocations. Don't read too much into it, as it would also be interesting to see those numbers in a down market too.

We are up 3.3% in net worth from 12-31 to 4-1 with about 17.25% of our net worth in stocks, bonds, and a little gold.

[gstillson]

I am lagging most of you a bit this year, up 9%. This is mostly because I am in half cash waiting on the market drop that doesn't seem to want to happen. Even 9% is amazing though...its like the market keeps on giving year after year.

[SumDay]

Quote:

Originally Posted by gstillson Even 9% is amazing though...its like the market keeps on giving year after year.

Shhhhh................ Maybe 'they' haven't noticed yet...


Here's mine:
8.89%
50/40/10

[NW-Bound]

Quote:

Originally Posted by sengsational I know this is "year to date", but what about the interest that's not posted until tomorrow night?

Quote:

Originally Posted by pb4uski Is it going to change the decimal point? We also ignore accrued interest on bonds (which is priced separately when you buy or sell a bond) or interest from the last crediting date on CDs.

When one computes the return to 2 digits after the decimal point, the monthly interest will change at least the last digit. For every $1M, 0.01% is $100, and people usually get more than that each month.

Quote:

Originally Posted by Dtail Would be interesting to see some results from folks with ~30% or less equity allocations including no equity allocations. Don't read too much into it, as it would also be interesting to see those numbers in a down market too.

It is more interesting to see if anyone can maintain 70% or higher stock AA in a downturn like 2008-2009.

If you have 70% stock AA before the crash, when the S&P is down to 1/2 and assuming your bond values do not change, you are down to 54% stock AA.

That did not seem right, but I checked my calculation.

Here's another example. If your normal stock AA is 60%, and you wait till it drops to 50% to rebalance, assuming your bonds stay more or less constant, the market has to lose 1/3 of its value. That would be way more than a garden variety correction.

[mrWinter]

+17.48% for Q1 2019 for retirement accts only, 100/0/0. I have some MM and cash also that I didn't include in these calculations but they aren't part of the retirement portfolio. Sweet start to the year, but Q4 2018 was -14.08%, so less amazing in that context, though of course I'm happy to have clawed back plus some. Part of me was getting nervous at the end of 2018, I almost moved to a more conservative allocation then, so glad I stayed the course.

[jkern]

6.27% for Q1 2019 with 40/40/20 AA