2020 Investment Performance Thread

[Perryinva]

At this point it doesn’t even feel like real money. $100k ups and down per day is surreal. Years of salary gained and lost in a week.

[audreyh1]

Quote:

Originally Posted by ShokWaveRider I would like to know just out of sheer curiosity, does 24% or 30% down in any given year REALLY make a difference to anyone here? If not what is the real pain point? Yes if you are like me you do not like any financial pain points, but we all have our limits. Mine is about 5% down.... LOL

Well no, and I am very aware that up and down is temporary, constantly changing. I take a pay cut one year, get a raise another year. I’ve got lots of buffers, doesn’t really matter to me.

I’ve watched the equity markets in disbelief since early 2017. Even the late 2018 correction was quite brief. So even though our assets were way up, it didn’t seem “real”. I didn’t get emotionally invested in the peak numbers as they seemed too good to be true.

[LOL!]

I'll put this here, too. Asset allocations for this date have not been confirmed.

YTD (March 27, 2020) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

-13.62% VSMGX Vg LifeStrategy Moderate Growth (60/40)
-12.52% VBIAX Vg Balanced Index (60/40), no foreign
-16.47% DGSIX DFA Global 60/40 I, small-cap & value tilted
-13.71% VTTVX Vg Target Retirement 2025 (62/38)
-12.26% FQIFX Fidelity Freedom Index 2025 (59/41)

-11.40% VTWNX Vg Target Retirement 2020 (53/47)*
-14.96% VWENX Vg Wellington (67/33)*

Some others
+00.38% VMMXX Vg Prime Money Market
+03.07% VBTLX Vg Total US Bond Index
-03.18% VSCSX Vg Short-term corporate bond index
-22.12% VTSAX Vg Total US Stock Market
-25.07% VTIAX Vg Total Int'l Stock Market
-23.95% VGSLX Vg REIT Index
-35,16% VSIAX Vg Small Cap Value Index
-14.86% MTUM IShares USA Momentum Factor ETF

*These 2 funds VTWNX and VWENX are outliers because they are not that close to a 60/40 asset allocation this year.

[Freedom56]

As of the market close today, I'm up .6% YTD (81% bonds, 19% cash/MM) I was up 4% YTD after being up 20.5% last year. My bond premiums are down about 6-7% but are starting to recover. The bond purchases I made during the recent plunge are up as much as 14% which is good for bonds. I also grew my cash position by buying and selling many investment grade preferred stocks. If the premiums start driving the yields down below 2.5%, I'm going to start unloading the lower coupon issues. Let the bond funds have them - they like buying high and selling low. The announcement of government corporate bond buying has provided some temporary support and stability in both investment grade and high yield corporate bonds. I'm going to keep my portfolio focused on technology (semi-conductor, storage), pharma, biotech, telecom, and large financials and avoid everything else. Healthcare and "work from home" will be the new Wall Street theme.

In my opinion, equities are still overpriced. There are about 30 stocks that most funds are crowding into that are over-weighting the indices. A large portion of the S&P 500 will be totally wiped out. Over the next few months you will see many companies announcing reverse stock splits to avoid de-listing. When that happens, the short sellers start pounding those stocks down to zero.

[dvalley]

Not to jinx it or anything I just noticed compared to Mar 23rd I'm $100k recovered. Still down $130k YTD or $170k down since the feb high. Crazy.

[Ed B]

As of March 31

-12.95%

[pb4uski]

Quote:

Originally Posted by pb4uski Will be traveling over the weekend... but -5.15% YTD through today. Ugh.

Ugh turned to ugly... -18.96% through March 31.

[gamboolman]

As of 31-Mar-20 we are down <11.44%> from 1-Jan-20

[jimbee]

YTD is -9.09%.

[tdv2]

Q1 - YTD - down 12.8%.

[KCGeezer]

-14.1 for me. Think I’ll focus on rolling 12 or 36 month instead.

[Lawrencewendall]

Down 31.15% 85/15 AA

[Markola]

50/50 allocation. Bond half is up, stocks are down. Overall, it’s an -11.1% decline for 2020 year to date. Down -1.9% for the last 12 months. Not lifting a pinky and sleeping fine at night.

[street]

Down 14.73% YTD. Not good but could be worse. I still feel very fortunate and just need to hunker down and wait the storm out. The one blessing I have, just like many here, I don't need my investments to live on.

[RetireAge50]

-15.3% YTD
Nothing sold this quarter except used cash for expenses. Currently 68/19/13

[sengsational]

Down 14.1% YTD, all-in, money chimp spend adjusted on a 67% equity allocation target. Rebalancing trigger reached on several asset classes, most notably the 'bond' allocation (stable value fund), where it's line flew off the top of the screen



I don't feel too horrible about it. I still am less than confident that it's done trouncing us, so I've not decided if I'll rebalance now, or wait.

[Andre1969]

Here's my latest numbers...

+0.23% as of 1/31/2020.
-6.78% as of 2/28/2020.
-21.45% as of 3/31/2020.

I've recovered a bit, from my worst day in March, which was the 23rd. I was down 30.47% that day.

[steelyman]

Retirement portfolio return through Q1 2020: -15.63% vs benchmark VTHRX (Vanguard Target 2030) -14.76%. Allocation follows VTHRX (~68/32).

[braumeister]

At month end, down 9.4% YTD, still at 43/57 asset allocation.
My nominal 50/50 calls for rebalancing when it gets more than 7.5% away from that, so nearly there but not quite yet.

[REWahoo]

-6.4% YTD 1Q. AA was 32/42/26 BC (before coronavirus). Currently 30/43/27 with ongoing rebalancing courtesy the management folks at Wellesley and Wellington.