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Old 10-03-2020, 08:28 PM   #621
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Old 10-04-2020, 02:29 AM   #622
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Join Date: Oct 2011
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-0.81% YTD

Looks like my REITs, International and Small Caps have been dragging me down.

Over the long haul, my AA has performed quite well so I'm just continuing to use new money to nudge it back on track. I must admit, buying REITs right now isn't the easiest thing to do. Next year will be my "revisit your AA every 5 years" moment. Not sure if the REIT allocation will survive that assessment, but I won't make an unplanned AA change in the middle of this hurricane.
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Old 10-12-2020, 12:20 PM   #623
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Old 10-12-2020, 12:27 PM   #624
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I wonder where robnplunder is at? He starts this thread each year and he hasn't posted on this thread now since July.
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Old 10-12-2020, 12:52 PM   #625
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+4.58% ytd. Aa 42/36/22
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Old 10-13-2020, 07:37 AM   #626
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+6.6% end of Sept
Going higher again now
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Old 10-13-2020, 10:36 AM   #627
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Using 10/3 as an end date to avoid the spike up in the market over the last week we are up 13.5% for the year in net worth. This is primarily due to us using the tax man's low "true cash value" to track our property values; selling a rental for substantially more than the "true cash value", and not paying the taxes on the sale yet.
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Old 10-13-2020, 01:33 PM   #628
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One year into retirement and I got more money now then when I was working. I went from 60/40 to 94/6 right before March low.

Thank you Mr. Market
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Old 10-13-2020, 02:31 PM   #629
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We are up 7.7% in NW YTD. AA currently circa 63/32/5. Our gains YTD are roughly equivalent to four times our annual spend. These numbers gloss over some details, of course (taxes, etc.). But 8 months into the pandemic, my conclusion remains that staying invested in the market was a good decision back in March (as opposed to fleeing to cash); I reached the same conclusion back in 2008. Boring is good.

Caveat: All of the above is irrelevant as to future performance. A civilization-ending meteor could strike the Rock upon which we live tomorrow, snuffing us out while we are chewing on omelets tomorrow morning. I'm also certain that the next pandemic is somewhere out there, mutating, waiting to jump species. This could all end badly by, say, Friday of this week. And none of the above is to make light of any form of human suffering. The past months have been horrific, and I'd bet that round two is already underway; I'm expecting a difficult winter for those of us in the northern hemisphere.
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Old 10-13-2020, 06:23 PM   #630
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End of Sep -3.33% YTD +4.6% AA 80/20
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Old 10-19-2020, 12:13 PM   #631
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Quote:
Originally Posted by street View Post
I wonder where robnplunder is at? He starts this thread each year and he hasn't posted on this thread now since July.
Am doing slightly better than the market. I have not been frequenting the forum as I got busier with my hobbies.
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Old 10-19-2020, 12:21 PM   #632
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^ thanks for checking in and missed your company. I do remember a thread that you had some commitments to take care of.

Glad you are having fun with hobbies.
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Old 10-28-2020, 05:17 PM   #633
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Had to look after today’s tumble. Still positive for the year, we’ll see if that’s still true come Friday’s close.
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Old 10-28-2020, 05:41 PM   #634
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+2.1% so far this year. International and small cap equities are dragging me down.
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Old 10-28-2020, 05:41 PM   #635
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We are soon to have house sale proceeds to invest. Glad things are going on sale.
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Old 10-30-2020, 07:27 PM   #636
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Increase in net worth = 14.4% YTD. A property sale and an absurd tax man "real market value" on a little postage stamp sized lot with no septic approval bumped things up. Morningstar claims we have 8.76% total return from the stock investments YTD. Still a bunch making under 1.5% in savings accounts/short term CDs.
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Old 10-30-2020, 08:18 PM   #637
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I’ve just given up tracking. It goes up, it goes down. Sometimes in leaps, sometimes in small steps.
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Old 10-30-2020, 09:04 PM   #638
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AA roughly 65/30/5

Personal Capital tells me we are now only up circa 3.6% YTD, but that is too high because we continue to make monthly contributions. If I had a PhD in math I could come up with a more precise number, I suppose. Since I am not a math wizard, I am guesstimating that a more realistic number is approximately 3%

Hope everyone is safe and healthy out there
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Old 10-30-2020, 09:18 PM   #639
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Up 5.6% year to date. 50/50 allocation.
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Old 10-31-2020, 04:07 AM   #640
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8.2% YTD. Thanks, WD-40 and Clorox for taking one for the team.
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