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Old 07-01-2020, 07:32 AM   #461
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Retirement portfolio -0.90% YTD through Q2 vs benchmark -2.33% VTHRX (Vanguard Target 2030). Allocation follows VTHRX.
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Old 07-01-2020, 08:24 AM   #462
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My taxable account is up 70.4% YTD, quite pleased with that.

Overall I think we are up a couple % because a large 401K invested in "safe" index funds is dragging everything down.
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Old 07-01-2020, 08:34 AM   #463
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-2.21% YTD as of June 30, 2020
AA : 67/27/6
I'm similar, at -2.1% with AA target of 67/30/3. All-in, spend adjusted. I've done more rebalancing than usual because of the turmoil.
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Old 07-01-2020, 08:39 AM   #464
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-3.9%
I sold bonds for CD’s, I knew I shouldn’t mess with things.
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Old 07-01-2020, 08:56 AM   #465
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+3.9%. I am very much OK with that for what all has gone on. Not sure where to go from here.
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Old 07-01-2020, 04:07 PM   #466
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Up 1.81% @35/65
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Old 07-03-2020, 06:49 AM   #467
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+4.5% in a 40/60 allocation. I only have four individual stocks, but they have all done very well this year.
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Old 07-03-2020, 08:29 AM   #468
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-1.44% YTD 50/50 Pretty happy with that recovery, hope it holds. Was at -16% in March.
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Old 07-03-2020, 10:25 AM   #469
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YTD I'm -2.01%. AA is 50/28/22 (stock/bond/cash) VTI is -3.8% so I'm feeling good enough, holding a lot of cash as equities are expensive and bonds don't look good, waiting for a buying opportunity but not reducing equities any further.
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Old 07-03-2020, 10:39 AM   #470
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-.29% for the year.

My US bonds are up 6.26%, so there's that.

Heckuva lot better than I was feeling in early April.

I'm 45 stock/45 bond/10 cash.
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Old 07-03-2020, 11:29 AM   #471
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As of 6/30, I am up 4.17% for the year with a balanced allocation that includes cash. I do not trade.
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Old 07-04-2020, 07:42 AM   #472
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I suck, -2.4% too much cash doing very little.
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Old 07-04-2020, 10:46 AM   #473
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I suck, -2.4% too much cash doing very little.
Holding the cash for imminent buying opportunities/market declines?
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Old 07-04-2020, 05:22 PM   #474
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Holding the cash for imminent buying opportunities/market declines?
Yes + living expenses, excess due to maturing CD's and having sold some equities earlier in the year.
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Old 07-05-2020, 04:16 PM   #475
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-2.04% ytd

currently 43/57
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Old 07-11-2020, 10:22 AM   #476
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Thought I would take a look today to see what my accounts are doing. From Jan. 1 till now I'm +.50 YTD. Now, looking at where the DOW was in Jan. 1 (28538 points) to July 10th (26075 points) I'm pleased with to see an above even mark so far this year.
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Old 07-11-2020, 11:26 AM   #477
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Fidelity tells me that our IRAa returned +7.14% YTD. All non-IRA $ is in cash.

Fidelity tells me that our IRAs are 58% stock and is growth with income portfolio.

I am not happy with a couple of our stock holdings, may sell them and invest in those that I like better.
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Old 07-11-2020, 11:36 AM   #478
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^ you have done well!
I'm close to 80% equity split up bonds and cash after that. It might not be good for others but for me, I'm pleased. This is all accounts and spending etc. at least I'm not in minus territory. LOL
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Old 07-11-2020, 11:46 AM   #479
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US Balanced/Asset Allocation 60.81%
International Equity 39.19%

Personalized Rate Of Return
0.94%
since Jan. 01, 2020

That's an allocation from one 401K I hold. All the rest I'll look at on July 31.
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Old 07-11-2020, 12:02 PM   #480
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Right now 45% Cash/MM 55% Individual corporate bonds/notes and CDs.

YTD : 8.26%
1 Year : 14.79%
3 years : 9.65%
5 years : 7.53%
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