2020 Investment Performance Thread

Net worth is up 22% for the year. I did receive 90K in take home pay, but my spending was about that as well, so am considering that a wash. I don't keep detailed enough records to calculate anything else.

Retiring in 5 days, 2021 will be interesting but I'll take 2020 gains every year, no questions asked.
 
+ 19.87% YTD. pleased with the returns. :)
AA : 82/16/2.....Must change AA to 75/23/2 on January 4, 2021
 
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. At one point during the month we were down 28%
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.
August +22.2% I sorta expected to be here somehow but under different circumstance. AAPL has been the winner
September +18.9%
October +15.43% with elections 2 days away
November+29.45% Gobble gobble! 100% equities :dance:
December+37.23% 5.5% of our 2020 gain was dividends reinvested.
Can't wait to see what's in store for 2021 :confused::rolleyes::greetings10:

was a wild one.

2020_volatility.jpg
 
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3 month 5.17%
1 year 33.83%
3 year 18.00%
5 year 16.17%
10year 13.27%
 
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Up about 9% over end of year 2019, and I went to a much more conservative mix this year.
Feel pretty good overall, and sleep much better no matter what the market does.
 
24.5% for 2020; 80/20 asset allocation; my first year to gain 7 figures. Um, I doubt that will happen again any time soon.
 
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After inputting the numbers Money Chimp results were 18.69% YTD on a 80/20 AA. Oops forgot to input the low interest CD’s at Ally. New result 17.52% for the year.
 
Pulled the trigger Jan 2020, withdrew 18 months of living expenses and rebalanced in Feb 2020 (was planning various trips) covid attacks a month later and I'm still up 12.6% for the year not to mention my 18 months of living expenses was only barely touched from my initial projections.
 
9.5%, all-in, spend-adjusted, on a 1/3 cash/bond allocation. Equity split is 1/3 domestic, so didn't get the ride on the S&P as much.
 
My accounts are up overall 21.3% which is Wonderful.
DW's accounts appear to be up 10% , some numbers are not in yet, but close enough.

So our blended return is about 13% which is great considering inflation is 2% or less.
 
Overall up about 11% this year and that includes MM, CDs and Bonds. Overall about 55/45 allocation and includes 3 months of withdrawals.
 
Our AA was about 80/20 for most of the year. Blended return of all of our accounts was 19.76%. Outstanding, given the havoc of the closures all over the world.

Beginning to really get excited about our progress towards the target.
 
+18.2% on ~65/35. Mostly index funds, with some individual stocks/options for fun.
 
13.69% for the year (14.8 if I include the cash we spent from the portfolio). We started out with a 60/40 portfolio but decided we can get more aggressive and have let it rise up with the market. We are at 72/32 now and will consider rebalancing if we pass 75%.
 
AA approximately 80/20. Net worth increased 21.3%. A wild ride this year, but very happy with the outcome. A big step toward our early exit!
 
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