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Old 01-19-2020, 09:12 PM   #41
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LOL! I thought maybe you would put that in savings, CD or something.
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Old 01-19-2020, 09:18 PM   #42
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Nah, right in the checking account.
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Old 01-31-2020, 10:20 PM   #43
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-0.72% YTD through 1/31/2020
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Old 02-01-2020, 12:21 AM   #44
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-0.10 % through 1/31/20
Swung from green to red on the last day.

equities/fixed 61/39
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Old 02-01-2020, 04:43 AM   #45
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-0.72% YTD through 1/31/2020
I was -0.37%.
We both missed out on the extra returns of Treasury/Bond results vs. holding CD's it seems.
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Old 02-01-2020, 06:16 AM   #46
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I just totaled up the numbers this morning.
+0.23% as of 1/31/20.

Even though I'm still in positive territory this year, it still feels like a bit of a smackdown. I peaked out on January 17, when I was up around 3.18%. Further, I had breached the $2M barrier for a bit, topping out at $2,019,100. I finally settled in at $1,962,301. So, rather than fret over it too much, I'll be happy with what I've got!

It's still an up month, overall, so that's a good thing, right? I haven't had a down month since August 2019, and that was pretty slight. Last serious down month was April, where I saw about a 5% haircut.
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Old 02-01-2020, 07:20 AM   #47
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-.08 since Jan. 1st to Feb. 1st 2020.
I'm down well over $100K in 31 days from the high to Feb 1st.
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Old 02-01-2020, 08:49 AM   #48
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AA 58/42. Equities were down just a tick but bonds were up. YTD TR +0.4%
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Old 02-01-2020, 08:58 AM   #49
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+ .4% 45/55
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Old 02-01-2020, 09:06 AM   #50
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-1.52% for Jan, an inauspicious start! :/
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Old 02-01-2020, 09:07 AM   #51
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Quote:
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I was -0.37%.
We both missed out on the extra returns of Treasury/Bond results vs. holding CD's it seems.
I keep thinking that "our day will come" where interest rates rise and the 3-3.5% CDs will make me look like a champ rather than a chump.
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Old 02-01-2020, 09:27 AM   #52
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-.046% YTD. If I had some guts I would start buying. (Currently at 40/60).
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Old 02-01-2020, 09:30 AM   #53
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-.13% 70/17/13

I put CDís, Stable Value, and MM in cash column. All bonds are from Wellington and T.Rowe retirement fund.
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Old 02-01-2020, 09:43 AM   #54
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-.13% 70/17/13

I put CDís, Stable Value, and MM in cash column. All bonds are from Wellington and T.Rowe retirement fund.
Why not put CDs and SV in bond category rather than cash?
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Old 02-01-2020, 09:48 AM   #55
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- .10% ytd
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Old 02-01-2020, 09:49 AM   #56
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Quote:
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Why not put CDs and SV in bond category rather than cash?


To me they feel more like cash as the values donít move up and down. With 13% there and a 3% withdrawal I feel good for about 4 years.
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Old 02-01-2020, 10:00 AM   #57
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Here is graphical representation of asset mix
Attached Images
File Type: png AAChart.png (15.6 KB, 53 views)
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Old 02-01-2020, 10:46 AM   #58
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+.48 aa 85/11/4
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Old 02-01-2020, 11:47 AM   #59
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XIRR 0.0% 90/10 I have a significant amount in a Growth fund which carried the rest of the funds. The balance has taken a dip from a couple weeks ago. I figure that mid-February I will put the cash back to work also.
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Old 02-01-2020, 11:58 AM   #60
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+.48 aa 85/11/4
Good (relative) return with an 85% stock allocation.
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