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Old 08-05-2020, 09:08 AM   #541
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Using net worth on 12/31 and net worth on 8/5 we are up 5.56% - after expenses, but including contributions from the rentals and loans and anything else that brought in money. Morningstar says we are up 7.57 total return YTD. Probably due to the gal buying AAPL, AMZN, BABA, and HD. Keep telling her that the VTI making an eighth or less is the smart way to go. Yeah. At least I'm pretty.
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Old 08-05-2020, 11:15 AM   #542
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+0.75% YTD. Canadian stocks are the worst offenders...
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Old 08-05-2020, 11:33 AM   #543
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YTD +3.99%
AA 49/46/5 (5 = 2yrs of RMD)
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Old 08-05-2020, 11:46 AM   #544
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Just broke even today with IRR at 0% YTD. AA 60/20/10.
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Old 08-05-2020, 02:35 PM   #545
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2.84% ytd
40/47/13
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Old 08-05-2020, 02:47 PM   #546
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Also entered positive territory today. Yipee!
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Old 08-05-2020, 04:51 PM   #547
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Down 2% YTD with ~60/30/10 mix. International stuff is killer.
Better: +1%
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Old 08-05-2020, 05:07 PM   #548
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up 3.2%. 57/38/5
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Old 08-05-2020, 05:54 PM   #549
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Also up 3.2%....60/30/10
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Old 08-07-2020, 09:50 PM   #550
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Up 9% YTD. No contributions, & insignificant withdrawals. July was last severance check, so just pensions & DW SS and cash until I decide to file. Finally never have to pay FICA & MED again. Now the fun begins.
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Old 08-08-2020, 01:35 PM   #551
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Almost there, -.28%, some selling back in March hurt me and then too much dry powder not doing anything.
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Old 08-08-2020, 01:50 PM   #552
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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.
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Old 08-08-2020, 02:50 PM   #553
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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!
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Old 08-08-2020, 03:02 PM   #554
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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).
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Old 08-08-2020, 03:16 PM   #555
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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.

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.
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Old 08-12-2020, 11:56 AM   #556
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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.
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Old 08-14-2020, 07:39 PM   #557
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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.
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Old 08-15-2020, 09:09 AM   #558
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YTD up 8%
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Old 08-18-2020, 10:32 AM   #559
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ytd invested assets 5.89%.
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Old 08-31-2020, 07:45 PM   #560
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YTD up 8.8%. 50/50 asset allocation. Includes all monetary accounts/mutual funds/bank savings/checking/etc.
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