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07-01-2020, 07:32 AM
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#461
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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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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07-01-2020, 08:24 AM
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#462
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2012
Location: Seattle
Posts: 6,023
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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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07-01-2020, 08:34 AM
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#463
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Moderator
Join Date: Oct 2010
Posts: 10,723
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 Quote:
Originally Posted by Rickt
-2.21% YTD as of June 30, 2020
AA : 67/27/6
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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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07-01-2020, 08:39 AM
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#464
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,660
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-3.9%
I sold bonds for CD’s, I knew I shouldn’t mess with things.
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07-01-2020, 08:56 AM
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#465
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Full time employment: Posting here.
Join Date: Jul 2013
Posts: 953
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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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Well it's all right, we're heading to the end of the line...
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07-01-2020, 04:07 PM
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#466
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Recycles dryer sheets
Join Date: Oct 2019
Posts: 50
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Up 1.81% @35/65
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Not really confused about dryer sheets.....
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07-03-2020, 06:49 AM
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#467
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,356
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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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I thought growing old would take longer.
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07-03-2020, 08:29 AM
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#468
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Posts: 1,018
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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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Well of course it is my opinion, why would I express someone else's??
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07-03-2020, 10:25 AM
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#469
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Thinks s/he gets paid by the post
Join Date: Jul 2003
Location: Pasadena CA
Posts: 3,346
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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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T.S. Eliot:
Old men ought to be explorers
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07-03-2020, 10:39 AM
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#470
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Thinks s/he gets paid by the post
Join Date: Aug 2012
Posts: 1,862
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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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FIRE Class of 2018 @ 61
Old men and women sit in the shade of trees they planted long ago
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07-03-2020, 11:29 AM
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#471
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 7,113
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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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Duck bjorn.
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07-04-2020, 07:42 AM
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#472
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gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
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I suck, -2.4% too much cash doing very little.
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07-04-2020, 10:46 AM
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#473
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Thinks s/he gets paid by the post
Join Date: Jul 2003
Location: Pasadena CA
Posts: 3,346
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Quote:
Originally Posted by DFW_M5
I suck, -2.4% too much cash doing very little.
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Holding the cash for imminent buying opportunities/market declines?
__________________
T.S. Eliot:
Old men ought to be explorers
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07-04-2020, 05:22 PM
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#474
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gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
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Quote:
Originally Posted by yakers
Holding the cash for imminent buying opportunities/market declines?
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Yes + living expenses, excess due to maturing CD's and having sold some equities earlier in the year.
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07-05-2020, 04:16 PM
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#475
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Recycles dryer sheets
Join Date: Nov 2017
Location: Green Bay
Posts: 226
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-2.04% ytd
currently 43/57
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07-11-2020, 10:22 AM
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#476
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,521
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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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07-11-2020, 11:26 AM
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#477
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 7,113
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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.
__________________
Duck bjorn.
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07-11-2020, 11:36 AM
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#478
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,521
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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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07-11-2020, 11:46 AM
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#479
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,720
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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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07-11-2020, 12:02 PM
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#480
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Thinks s/he gets paid by the post
Join Date: Jan 2013
Location: SoCal, Lausanne
Posts: 4,408
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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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