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Old 05-01-2020, 07:09 AM   #321
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Down 2% YTD. I am happy with that considering the with drawl of living expenses for the first four months.

My allocation is different now since I sold all stock except utility in the past 2 weeks. 33/57/10 - bonds have been FUAMX since January.
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Old 05-01-2020, 07:28 AM   #322
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-7.8% currently 67.2% stocks
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Old 05-01-2020, 07:31 AM   #323
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-6.3% ytd. Gained back about half of year's losses in April.
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Old 05-01-2020, 07:39 AM   #324
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Up 5.84% YTD including coupon payments and capital gains from bond sales. I'm holding 41% cash and 59% bonds and CDs. I'll wait for another sell-off to make more bond purchases.
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Old 05-01-2020, 07:54 AM   #325
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As of 4/30

-7.37% YTD
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RE AA 65/35
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Old 05-01-2020, 08:10 AM   #326
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Down 7.5 on 58/36/6. Could be worse,, could be raining.


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Old 05-01-2020, 08:29 AM   #327
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First of month balance check, down 6.58% from 1/1/2020 50/50 AA
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Old 05-01-2020, 08:41 AM   #328
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Down 7.73% ytd. This is "all in" and includes everything except 529b's for the grand kids and the house/cars.
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Old 05-01-2020, 08:43 AM   #329
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Ytd -23.86% 85/13/2 aa
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Old 05-01-2020, 09:14 AM   #330
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Down 1.8% YTD as of today. I've been taking a few profits, and my nominal 50/50 is now 39/61.
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Old 05-01-2020, 09:20 AM   #331
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March 2020

-12.54% Total Portfolio Value YTD Change (50/45/5 target)

-11.58% American Funds American Balanced (50/50) Class R-6 RLBGX

+3.27% Vanguard Total Bond Market Index Fund Admiral VBTLX
-20.87% Vanguard Total Stock Market Index Fund Admiral VTSAX

-7.41% Vanguard Wellesley Income Fund Admiral VWIAX
-13.79% Vanguard Wellington Fund Admiral VWENX

The weather outside is Sunny with Clouds. Strong winds today after a week of rain.
April 2020

-06.28% Total Portfolio Value YTD Change (50/45/5 target)

-04.59% American Funds American Balanced (50/50) Class R-6 RLBGX

+05.03% Vanguard Total Bond Market Index Fund Admiral VBTLX
-10.38% Vanguard Total Stock Market Index Fund Admiral VTSAX

-02.12% Vanguard Wellesley Income Fund Admiral VWIAX
-06.89% Vanguard Wellington Fund Admiral VWENX
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Old 05-01-2020, 09:24 AM   #332
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I'll state mine tomorrow. If I check, always do it after Friday's close.
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Old 05-01-2020, 09:41 AM   #333
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XIRR -2.9%

Also down is our spending. We are still in the “Adventure before Dementia “ phase of retirement. We have canceled already booked trips to London, Cornwall, a Cruise and trip to the USA.
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Old 05-01-2020, 09:45 AM   #334
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Ugh turned to ugly... -18.96% through March 31.
Still ugly since all fixed income and cash for the month.... -18.17% through April 30. Watching and waiting.
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Old 05-01-2020, 09:49 AM   #335
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Down 9.62% from 9.65% the month before. Hard to make up ground all cash. Oh well, I'm going to ride this for awhile.
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Old 05-01-2020, 02:00 PM   #336
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Down 8.8% YTD, all-in. This doesn't take any fortitude (yet). If the market just went horizontal for 9 months, and didn't shoot up during the end of 2019, I think the conversation would be quite different, yet we'd be in the same place.
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Old 05-01-2020, 02:05 PM   #337
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Quote:
Originally Posted by Alan View Post
XIRR -2.9%

Also down is our spending. We are still in the “Adventure before Dementia “ phase of retirement. We have canceled already booked trips to London, Cornwall, a Cruise and trip to the USA.
LOL

I will laugh about that all weekend. Thank you for that post.
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Old 05-01-2020, 02:13 PM   #338
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We now down 4% YTD. That wasn't the peak, of course.

In terms of NW, we're still basically back where we were on October 31, 2019. So my anecdotal view of the situation is that we've been paused for 6 months. Given the health and economic crises facing many folks, I feel very fortunate.

The stock market does seem to be disconnected from the reality facing many folks in their day-to-day lives. I'm not certain that situation is ultimately a good outcome for society.
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Old 05-01-2020, 02:27 PM   #339
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Down about 6.4% YTD. Back to June 2019 levels. So, it is like a year of being flat, but with WAY more volatility.

I read an article in late March that said March 2019 had 2 days that the market moved by 1% or more (either way). In late March this year, there had only been 2 days that the market did NOT move by a point or more.
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Old 05-01-2020, 02:46 PM   #340
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Down 6.58% vs 1-Jan-20

Currently 34/51/15 stocks/bonds/cash
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