Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Old 08-02-2020, 02:29 PM   #521
Thinks s/he gets paid by the post
jimbee's Avatar
 
Join Date: Oct 2010
Posts: 1,055
Quote:
Originally Posted by DFW_M5 View Post
I'd like to have some of the secret sauce given some of the returns mentioned. Makes me wonder if some are contributing to their ports all year long and then comparing July back to the beginning of the year or they've held some investments that really took off.
DFW_M5, most of my fixed investment is in VBTLX. It's up 8% year to date.
jimbee is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 08-02-2020, 03:24 PM   #522
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
DFW_M5's Avatar
 
Join Date: Sep 2003
Location: DFW
Posts: 7,065
Quote:
Originally Posted by jimbee View Post
DFW_M5, most of my fixed investment is in VBTLX. It's up 8% year to date.
That is one fund. I hold DODIX and it has done well too YTD, but I did not hold enough to make me smile.
__________________
Doing things today that others won't, to do things tomorrow that others can't. Of course I'm referring to workouts, not robbing banks.
DFW_M5 is online now   Reply With Quote
Old 08-02-2020, 03:29 PM   #523
Thinks s/he gets paid by the post
jimbee's Avatar
 
Join Date: Oct 2010
Posts: 1,055
Well, it was just to explain my returns. Not sure how others are doing it. I'm not cooking the books.
jimbee is offline   Reply With Quote
Old 08-02-2020, 09:46 PM   #524
Full time employment: Posting here.
 
Join Date: Mar 2013
Posts: 970
Very happy to now report + 0.68% on the portfolio for 2020. we have now crossed the line.....
__________________
Well of course it is my opinion, why would I express someone else's??
doneat54 is offline   Reply With Quote
Old 08-03-2020, 05:50 AM   #525
Thinks s/he gets paid by the post
Golden sunsets's Avatar
 
Join Date: Jun 2013
Posts: 2,394
Down 0.28% YTD not including windfall. With windfall, up 11.74% YTD. Sitting on way too much cash earning near zero..... but not complaing given this crazy year.
__________________
"Luck favors the prepared mind"
Pasteur
Golden sunsets is offline   Reply With Quote
Old 08-03-2020, 07:28 AM   #526
Recycles dryer sheets
 
Join Date: Jun 2020
Location: Central
Posts: 161
Up 3%. 60/40 index now. Shifted from 80/20 when got back to even.
Rocket Man is offline   Reply With Quote
Old 08-03-2020, 09:38 AM   #527
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 33,408
-2% YTD, using moneychimp calculation.

I trail the market, mainly due to going from 75% stock AA down to 50% while the market was still rising. The rest is mostly in cash and not bond, else would do better.

Would be worse than -2% YTD, if it were not for my selling out-of-the-money coverered call options, as well as out-of-the-money cash-covered puts to get some returns on my cash. Most of these options expired worthless as planned.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)

"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
NW-Bound is offline   Reply With Quote
Old 08-03-2020, 10:04 AM   #528
Moderator
sengsational's Avatar
 
Join Date: Oct 2010
Posts: 9,560
Quote:
Originally Posted by DFW_M5 View Post
I'd like to have some of the secret sauce given some of the returns mentioned. Makes me wonder if some are contributing to their ports all year long and then comparing July back to the beginning of the year or they've held some investments that really took off.
This thread is basically entertainment. And it's got a good bit of fiction, but it's still fun. The outsized returns without comments on specifics as to how those were achieved are not something I spend a lot of time contemplating. We all have different betas (taking more or less risk) too, so not an apples to apples comparison. Also, those making big bets are more likely to report their good news than their bad news... human nature.
sengsational is offline   Reply With Quote
Old 08-03-2020, 11:14 AM   #529
Thinks s/he gets paid by the post
Markola's Avatar
 
Join Date: Nov 2013
Location: Twin Cities
Posts: 3,278
So, what youíre saying is, everything I read on the internet is not fully true? Guess Iíll have to get my information from cable TV.
Markola is offline   Reply With Quote
Old 08-03-2020, 11:33 AM   #530
Moderator Emeritus
Ronstar's Avatar
 
Join Date: Aug 2007
Location: Just north of the 41st parallel, near the 88th meridian west.
Posts: 14,868
+1.70 on 49/41/10
Ronstar is offline   Reply With Quote
Old 08-03-2020, 11:35 AM   #531
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
NW-Bound's Avatar
 
Join Date: Jul 2008
Posts: 33,408
Let us not forget that not every poster here is an indexer. When you do not hold strictly the S&P or the total market, everything is possible.

Here are some examples. Although I hold mostly individual stocks and sector ETFs at this point, I still have some mutual funds. A quick look at my Quicken screen shows that VWIGX (Vanguard International Growth Fund) is up 22.1% YTD. At the other end of the scale, I also have a sector MF in natural resources, which is down -18.2% YTD.

And the above are MFs, which hold 100s of stocks. Individual stocks may go ballistic such as Tesla, or go to penny-stock status like some retail or energy stocks.

So, don't think that everybody has to match the S&P. And also remember that usually "winners" post their results, while losers don't. This is a self-selecting poll.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)

"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
NW-Bound is offline   Reply With Quote
Old 08-03-2020, 11:58 AM   #532
Thinks s/he gets paid by the post
ownyourfuture's Avatar
 
Join Date: Jun 2013
Posts: 1,373
IRA: 82k -5.63% Culprits: AT&T, Intel, & Under Armor

Taxable Account: 748k +4.03% Tesla, Apple, & Amazon

HSA: 18k +21.29% Bought B&G foods near the bottom & sold for a gain of around 80.00%

401(k) Haven't looked at it this year
__________________
"No beast so fierce but knows some touch of pity, but I know none, therefore am no beast"
Shown @ The End Of The Movie 'Runaway Train'
ownyourfuture is offline   Reply With Quote
Old 08-03-2020, 02:22 PM   #533
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
DFW_M5's Avatar
 
Join Date: Sep 2003
Location: DFW
Posts: 7,065
Quote:
Originally Posted by sengsational View Post
This thread is basically entertainment. And it's got a good bit of fiction, but it's still fun. The outsized returns without comments on specifics as to how those were achieved are not something I spend a lot of time contemplating. We all have different betas (taking more or less risk) too, so not an apples to apples comparison. Also, those making big bets are more likely to report their good news than their bad news... human nature.
I know, my comment was also for entertainment purposes.
__________________
Doing things today that others won't, to do things tomorrow that others can't. Of course I'm referring to workouts, not robbing banks.
DFW_M5 is online now   Reply With Quote
Old 08-03-2020, 02:38 PM   #534
Full time employment: Posting here.
atmsmshr's Avatar
 
Join Date: Mar 2016
Location: An island off the coast of Florida. (Ok - if you really need to know it's Vero Beach)
Posts: 627
Up 2% YTD, including taking out living (and remodeling) expenses. Better than I planned - expected neutral or drawdown for a few years before SS and pension turned on.
__________________
DW and I are 59/59. FIRE'd August 2019. Non-cola pension available but will remain untouched until mid sixties to grow, max SS for DH at FRA or 70. Mega retiree health available. IRA rollover from 401k Jan 2020 for NUA treatment. LTCG next few years. AA 40% stocks, 7% cash and 53% Intermediate Treasury fund. Rising equity glidepath.
atmsmshr is offline   Reply With Quote
Old 08-03-2020, 03:30 PM   #535
gone traveling
 
Join Date: Apr 2011
Posts: 3,375
Down 2% YTD with ~60/30/10 mix. International stuff is killer.
gerntz is offline   Reply With Quote
Old 08-04-2020, 10:53 AM   #536
Full time employment: Posting here.
Lawrencewendall's Avatar
 
Join Date: Feb 2017
Location: Severn
Posts: 888
-12.23% YTD 85/12/3 AA
Lawrencewendall is offline   Reply With Quote
Old 08-04-2020, 11:39 AM   #537
Thinks s/he gets paid by the post
GTFan's Avatar
 
Join Date: Apr 2013
Location: Atlanta
Posts: 1,404
Quote:
Originally Posted by target2019 View Post
And what do you recommend?
Don't have one, that's why I asked earlier. Looking for a 50/50 index fund which I don't think exists, oddly enough.
GTFan is offline   Reply With Quote
Old 08-04-2020, 12:50 PM   #538
Recycles dryer sheets
 
Join Date: Jun 2020
Location: Central
Posts: 161
Vanguard has Balanced Index Fund which is 60/40.
Rocket Man is offline   Reply With Quote
Old 08-04-2020, 12:56 PM   #539
Moderator
braumeister's Avatar
 
Join Date: Feb 2010
Location: Flyover country
Posts: 21,749
Quote:
Originally Posted by GTFan View Post
Don't have one, that's why I asked earlier. Looking for a 50/50 index fund which I don't think exists, oddly enough.
Why not use the average of a 60/40 fund and a 40/60 fund?
__________________
I thought growing old would take longer.
braumeister is offline   Reply With Quote
Old 08-05-2020, 08:29 AM   #540
Recycles dryer sheets
 
Join Date: Jun 2018
Location: Santa Clara County
Posts: 106
Up 4.08% YTD

AA now 41/39/20. Very happy to be above the The Line.
Steeler75 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
2018 YTD investment performance thread robnplunder FIRE and Money 976 01-13-2019 09:30 AM
2017 YTD investment performance thread robnplunder FIRE and Money 706 01-09-2018 12:26 AM
2016 YTD investment performance thread robnplunder FIRE and Money 864 02-01-2017 09:45 AM
2015 YTD investment performance thread robnplunder FIRE and Money 689 01-21-2016 07:28 AM

» Quick Links

 
All times are GMT -6. The time now is 07:34 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2022, vBulletin Solutions, Inc.