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Old 06-17-2020, 06:58 PM   #441
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I'm staying, not buying or selling.
A lot of good sales going on.
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Old 06-17-2020, 07:06 PM   #442
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Quote:
Originally Posted by RobbieB View Post
I'm staying, not buying or selling.
Me either, other than rebalancing if/when my AA strays far enough to get outside its specified bands.
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Old 06-17-2020, 08:00 PM   #443
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Originally Posted by vchan2177 View Post
...what do you mean "stay the course"?
I believe that this is Vanguard speak for not selling during crises, not trying to time the market, and maintaining the asset allocation you have in your financial plan or statement, regardless of market conditions.
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Old 06-27-2020, 04:30 AM   #444
Recycles dryer sheets
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Down <6.47%> since 1-Jan-20

AA is at 39/50/11 stocks/bonds/cash.

Target AA is 40/50/10 +/- ~5%
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Old 06-30-2020, 05:13 PM   #445
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2020 is half over. Up 2.3% year to date, with a nominal 50/50 asset allocation. This includes all monetary accounts/mutual funds/bank savings/checking/etc.
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Old 06-30-2020, 06:29 PM   #446
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Still down from 1/1 but only 2.5%. I had sold a bit on the upturn in early June to increase cash and peace of mind. If I miss a bit of upside the kids will just have to deal with it.
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Old 06-30-2020, 08:39 PM   #447
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Location: North
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Jan +1.12%
Feb -6.18% due to COVID-19 fear
Mar -18.25% COVID-19 triggers 3 circuit breakers and 2TT+ in stimulus. This time IS different.
Apr -6.10% Back to Feb levels. Wasn't as fortunate as Lord Ackman and his 2.6BB short. The world has changed.
May +.82% my city burns around me by way of rioters, but hey the folio turned pos again
June +4.3% For some reason I feel like this is where it 'should' be? I anticipate slower growth in the next 2 quarters. Remember the Tariffs?
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 06-30-2020, 08:56 PM   #448
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As of 6/30 Down -5.3% YTD
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RE AA 65/35
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Old 06-30-2020, 09:22 PM   #449
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-2.21% YTD as of June 30, 2020
AA : 67/27/6
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Old 06-30-2020, 09:36 PM   #450
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-17.41% through June 30 not much movement... just interest these days.

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Originally Posted by pb4uski View Post
-17.81% through May 31... more of the same. Interesting in that with so little equities when I update prices in Quicken hardly anything changes... new experience for me.

I'm still convinced that the market is way ahead of its skis and when 2Q earnings come out worse than expected that reality will eventually set it. If it doesn't then I'm not sure I would want part of it anyway since at that point it is more gambling than investing.
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Old 06-30-2020, 09:46 PM   #451
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
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-0.7% YTD through 2Q
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Old 07-01-2020, 02:36 AM   #452
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-0.17%. My winner is FSRPX (retailing) followed by a bond fund.
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Old 07-01-2020, 03:39 AM   #453
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-1.14% as of June 30. Raised a little cash in June for potential RV purchase in the next few months.
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Old 07-01-2020, 04:54 AM   #454
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-1.37 as of June 30.
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Old 07-01-2020, 05:07 AM   #455
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Here's my latest numbers, updated this morning...

+0.23% on 1/31/2020.
-6.78% on 2/28/2020.
-21.45% on 3/31/2020.
-13.31% on 4/30/2020.
-8.82% on 5/29/2020.
-6.56% on 6/30/2020.

As for highs and lows of the year, I peaked at 4.67% on February 19, and bottomed out at -30.47% on March 23.

I came close to breaking even earlier in June. On 6/8, hit -3.31%
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Old 07-01-2020, 05:12 AM   #456
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May 2020

-3.38% Total Portfolio Value YTD Change (50/45/5 target)

Benchmark Performance
-1.99% American Funds American Balanced (50/50) Class R-6 RLBGX

+5.03% Vanguard Total Bond Market Index Fund Admiral VBTLX
-5.56% Vanguard Total Stock Market Index Fund Admiral VTSAX
Jun 2020

-2.04% Total Portfolio Value YTD Change (50/45/5 target)

Benchmark Performance YTD
-0.93% American Funds American Balanced (50/50) Class R-6 RLBGX

+6.35% Vanguard Total Bond Market Index Fund Admiral VBTLX
-3.40% Vanguard Total Stock Market Index Fund Admiral VTSAX
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Old 07-01-2020, 05:41 AM   #457
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Old 07-01-2020, 05:43 AM   #458
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+0.4% YTD. All in. Accounting for spending

55/45
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Old 07-01-2020, 06:19 AM   #459
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-2.15 ytd.
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Old 07-01-2020, 07:30 AM   #460
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Quote:
Originally Posted by kgtest View Post
Jan +1.12%
Feb -6.18% due to COVID-19 fear
Mar -18.25% COVID-19 triggers 3 circuit breakers and 2TT+ in stimulus. This time IS different.
Apr -6.10% Back to Feb levels. Wasn't as fortunate as Lord Ackman and his 2.6BB short. The world has changed.
May +.82% my city burns around me by way of rioters, but hey the folio turned pos again
June +4.55% (revised) For some reason I feel like this is where it 'should' be? I anticipate slower growth in the next 2 quarters. Remember the Tariffs?
Revised. My ole man is also 100% stocks like I am, but he is doing quite better up +9% YTD...he is heavy in Nasdaq with QQQ and MGK
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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