2020 Investment Performance Thread
- Thread starter robnplunder
- Start date
stepford
Thinks s/he gets paid by the post
I'm about 0.5% short of even. I have fairly big winner, a Gold position that started the year as a bit over 1% of my NW and is now closer to 2%. Unfortunately, though, I have an even bigger loser - a few hundred shares of BA that I received as bonuses during my employment there that have gone from about 3% of my NW down to about half that. I guess it all balances out.
Andre1969
Thinks s/he gets paid by the post
Well, for one day, August 6, I was finally into positive territory for the year. Up a whopping $364. Yesterday knocked that down to a loss of around $4100, but it still beats the hell out of where we were a couple months ago!
I have all the numbers now, so my YTD portfolio performance through 6/30 is exactly +6.3%.
This started out the year as 50/50 but is now 40/60 as I ducked for cover in March.
A small part of the portfolio (about 8%) is just for entertainment, and that part has done very well. Otherwise, very conservative. No additions, no withdrawals (we live mainly on pensions and SS).
This started out the year as 50/50 but is now 40/60 as I ducked for cover in March.
A small part of the portfolio (about 8%) is just for entertainment, and that part has done very well. Otherwise, very conservative. No additions, no withdrawals (we live mainly on pensions and SS).
Up 5.51% YTD. 8/92.
Only up an additional 1% since my last post couple of months ago as my daytrading skills have been lacking.[emoji43][emoji43]
I seem to be doing the 3 steps forward 2 steps back. Reviewed and made a few revisions to my rules. Last 2 weeks I'm back on track again.
Stated previously I will eventually increase my equities to 20% from 8%. But here we are 2 months later hitting record highs or close to it.
I guess I'll give the market another 20% pop before I buy. [emoji1787][emoji1787][emoji1787]
Only up an additional 1% since my last post couple of months ago as my daytrading skills have been lacking.[emoji43][emoji43]
I seem to be doing the 3 steps forward 2 steps back. Reviewed and made a few revisions to my rules. Last 2 weeks I'm back on track again.
Stated previously I will eventually increase my equities to 20% from 8%. But here we are 2 months later hitting record highs or close to it.
I guess I'll give the market another 20% pop before I buy. [emoji1787][emoji1787][emoji1787]
Brat
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
My return this year is more than I deserve, I posted it earlier so on to the current market.
I expect that the market will rotate from blue chip growth to blue chip value, recent days seem to support this but it isn't a house-burner yet.
Today my DD called and I mentioned that the market is up with no financial news to underpin it. She said that the market doesn't like uncertainty, the fact that the VP candidate announcement was made is enough for many to act on.
I expect that the market will rotate from blue chip growth to blue chip value, recent days seem to support this but it isn't a house-burner yet.
Today my DD called and I mentioned that the market is up with no financial news to underpin it. She said that the market doesn't like uncertainty, the fact that the VP candidate announcement was made is enough for many to act on.
Retire52
Recycles dryer sheets
about 1% below the peak. used this opportunity to cash out my yearly withdrawals at once. I paused for 5 months mar-jul. lucky me.
kcowan
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
YTD up 8%
Trawler
Recycles dryer sheets
ytd invested assets 5.89%.
jimbee
Thinks s/he gets paid by the post
- Joined
- Oct 11, 2010
- Messages
- 1,227
YTD up 8.8%. 50/50 asset allocation. Includes all monetary accounts/mutual funds/bank savings/checking/etc.
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?
July +13% Thanks to the AAPL 4:1 split, folio back at records.
August +22.2% I sorta expected to be here somehow but under different circumstance. AAPL has been the winner
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?
July +13% Thanks to the AAPL 4:1 split, folio back at records.
August +22.2% I sorta expected to be here somehow but under different circumstance. AAPL has been the winner
target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Early on I included other benchmarks (like 60/40 and 40/60, or W&W), and skipped that, including only RLBGX since it is one of the few index funds that has a target of 50/50. Yes, it can go further as stated in the prospectus. But I did not see that happen in 5 years of actually investing in the fund and following it.
Since this is all for fun, I'll keep using my benchmark until I find the benchmark which doesn't exist.
I had achieved an all time high on Feb 20, and at that point, I was up 6.5% YTD. Needless to say that by March 20, I had lost $80,000, and was rethinking my strategy. I made a couple moves, and started to see incremental growth in April.
I just checked my accounts, and discovered that I am up 8.7% YTD with a new all time high...up 2% from last week on Wednesday.
I just checked my accounts, and discovered that I am up 8.7% YTD with a new all time high...up 2% from last week on Wednesday.
Andre1969
Thinks s/he gets paid by the post
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.
-2.32% as of 7/31/2020.
+2.99% as of 8/31/2020.
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.
For my historical data, I only save the last day of the month, so using that metric, August 2020 has me at an all-time high, net worth wise.
+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.
-2.32% as of 7/31/2020.
+2.99% as of 8/31/2020.
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.
For my historical data, I only save the last day of the month, so using that metric, August 2020 has me at an all-time high, net worth wise.
Ronstar
Moderator Emeritus
+4.57% ytd after spending
street
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Nov 30, 2016
- Messages
- 9,529
Up 7.15%.
And being down just under 1M just a few months ago, to a portfolio at a life time high, how can one not be ecstatic. I would be absolutely happy with 1% after what we been through.
And being down just under 1M just a few months ago, to a portfolio at a life time high, how can one not be ecstatic. I would be absolutely happy with 1% after what we been through.
Last edited:
Tiger8693
Full time employment: Posting here.
+8.87% YTD
+15.92% 1-Year
+15.92% 1-Year
CardsFan
Thinks s/he gets paid by the post
Up 7.5% YTD (corrected for spending)
AA: 55/45
The amazing part is, we now have 38% MORE money than on retirement date 4.5 years ago
And that is after spending about 16% of the initial retirement value.
AA: 55/45
The amazing part is, we now have 38% MORE money than on retirement date 4.5 years ago
And that is after spending about 16% of the initial retirement value.
street
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Nov 30, 2016
- Messages
- 9,529
^ you have done well, great job!
With just about the same time in retirement as you, we have 29% more.. Not talking NW just portfolio moneys.
With just about the same time in retirement as you, we have 29% more.. Not talking NW just portfolio moneys.
RetireAge50
Thinks s/he gets paid by the post
- Joined
- Aug 6, 2013
- Messages
- 1,660
Up 4.4% about as expected for 2/3rds of a year with about 65% stocks.
target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
August 2020
Total Portfolio Value
YTD Change
(50/45/5 target)
Total Portfolio Value
YTD Change
(50/45/5 target)
| Jan-20 | -0.16% |
| Feb-20 | -4.20% |
| Mar-20 | -8.18% |
| Apr-20 | 6.26% |
| May-20 | 2.90% |
| Jun-20 | 1.34% |
| Jul-20 | 2.26% |
| Aug-20 | 1.40% |
| YTD | 1.63% |
