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Old 07-11-2020, 12:39 PM   #481
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Old 07-11-2020, 01:14 PM   #482
Recycles dryer sheets
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Join Date: Sep 2012
Location: Spring, Texas
Posts: 426
Down <3.72%> 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 07-31-2020, 04:13 PM   #483
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Ill lead off this month.

57/37/6 with underweight in tech is now up .5%

With all the upheaval this year Im counting it as a win, so far.
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Old 07-31-2020, 04:30 PM   #484
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With the run up in Apple today, we are up slightly since the market high in Feb.
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Old 08-01-2020, 04:33 AM   #485
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Join Date: Sep 2012
Location: Spring, Texas
Posts: 426
Down <2.56%> 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 08-01-2020, 04:42 AM   #486
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Join Date: Aug 2013
Location: North
Posts: 3,492
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.
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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 08-01-2020, 05:57 AM   #487
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Up 5.9% year to date, with a nominal 50/50 asset allocation. This includes all monetary accounts/mutual funds/bank savings/checking/etc. Set an all time high on July 31. Not saying the wh** word.
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Old 08-01-2020, 06:04 AM   #488
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Old 08-01-2020, 06:05 AM   #489
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
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Join Date: Nov 2016
Posts: 6,944
Up 2% YTD. I'm very happy to be where I'm at.
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Old 08-01-2020, 06:13 AM   #490
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Join Date: Mar 2010
Location: Just south of Rochester
Posts: 119
Ytd 3.25%
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Old 08-01-2020, 06:21 AM   #491
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Old 08-01-2020, 06:23 AM   #492
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Location: Flyover country
Posts: 21,750
3.6% YTD on 40/60. Very happy with that.
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Old 08-01-2020, 06:26 AM   #493
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Posts: 10
+3.0% Since 2-22-2020. (when I took my lump sum)
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Old 08-01-2020, 07:05 AM   #494
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Join Date: Jun 2019
Posts: 17
Jan: 9.4% YTD: 9.4%
Feb: -1.9% YTD: 7.4%
Mar: -9.9% YTD: -3.2%
Apr: 11.7% YTD: 8.1%
May: 20.2% YTD: 30.0%
Jun: 13.2% YTD: 47.2%
Jul: 6.4% YTD: 56.6%

95/5 allocation
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Old 08-01-2020, 07:10 AM   #495
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Posts: 745
YTD 8.18%
3 Months 24.83%
1 year 19.34%
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Old 08-01-2020, 09:10 AM   #496
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Join Date: Apr 2013
Location: Atlanta
Posts: 1,404
Finally broke even this week after adjusting AA from 60/40 to 50/50 a couple of months ago. 0.63% YTD.

This is underperforming my benchmark which is (was) the Vanguard Lifestrategy Moderate fund (2.15%), but I'm good with that given the reallocation. Need to find another benchmark index fund that's running 50/50 instead of 60/40, anyone have suggestions?
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Old 08-01-2020, 09:28 AM   #497
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
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Location: Stuck in the mud somewhere in the NJ swamp
Posts: 8,380
Quote:
Originally Posted by target2019 View Post
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
July 2020

+0.22% Total Portfolio Value YTD Change (50/45/5 target)

Benchmark Performance YTD
+2.45% American Funds American Balanced (50/50) Class R-6 RLBGX
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Old 08-01-2020, 09:43 AM   #498
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Location: .
Posts: 379
80% equities, and 20% bond funds & cash

+4.26% for year
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Old 08-01-2020, 09:45 AM   #499
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Join Date: Jul 2006
Location: Pacific latitude 20/49
Posts: 7,592
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Up 4.3% YTD no changes to portfolio. 65/35 thanks AAPL
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Old 08-01-2020, 09:59 AM   #500
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Posts: 3,316
+4.2% YTD

All in (including cash). Spend adjusted.

AA: 55/45
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