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10-03-2020, 08:28 PM
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#621
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Recycles dryer sheets
Join Date: Nov 2017
Location: Green Bay
Posts: 226
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2.5% ytd 45/55 AA
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10-04-2020, 02:29 AM
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#622
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Thinks s/he gets paid by the post
Join Date: Oct 2011
Location: Philadelphia
Posts: 1,409
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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.
__________________
Luck is when Preparation meets Opportunity.
FIRE'd 1/1/24
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10-12-2020, 12:20 PM
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#623
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 5,214
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+3.77% YTD as of Oct 1, 2020.
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10-12-2020, 12:27 PM
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#624
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,525
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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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10-12-2020, 12:52 PM
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#625
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Recycles dryer sheets
Join Date: Jun 2018
Location: Santa Clara County
Posts: 151
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+4.58% ytd. Aa 42/36/22
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10-13-2020, 07:37 AM
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#626
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2006
Location: Pacific latitude 20/49
Posts: 7,677
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+6.6% end of Sept
Going higher again now
__________________
For the fun of it...Keith
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10-13-2020, 10:36 AM
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#627
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2007
Location: Independence
Posts: 7,298
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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.
__________________
"Be kind whenever possible. It is always possible." Dalai Lama
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10-13-2020, 01:33 PM
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#628
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Recycles dryer sheets
Join Date: Mar 2016
Location: SoCal
Posts: 353
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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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10-13-2020, 02:31 PM
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#629
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Recycles dryer sheets
Join Date: Sep 2018
Location: High Plains Non-Drifter
Posts: 314
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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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10-13-2020, 06:23 PM
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#630
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Recycles dryer sheets
Join Date: Aug 2017
Posts: 480
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End of Sep -3.33% YTD +4.6% AA 80/20
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10-19-2020, 12:13 PM
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#631
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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 Quote:
Originally Posted by street
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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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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10-19-2020, 12:21 PM
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#632
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,525
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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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10-28-2020, 05:17 PM
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#633
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Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,539
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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.
__________________
Wisdom starts with wonder
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10-28-2020, 05:41 PM
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#634
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Full time employment: Posting here.
Join Date: May 2014
Posts: 979
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+2.1% so far this year. International and small cap equities are dragging me down.
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10-28-2020, 05:41 PM
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#635
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Moderator
Join Date: Oct 2010
Posts: 10,725
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We are soon to have house sale proceeds to invest. Glad things are going on sale.
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10-30-2020, 07:27 PM
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#636
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2007
Location: Independence
Posts: 7,298
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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.
__________________
"Be kind whenever possible. It is always possible." Dalai Lama
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10-30-2020, 08:18 PM
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#637
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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I’ve just given up tracking. It goes up, it goes down. Sometimes in leaps, sometimes in small steps.
__________________
Retired since summer 1999.
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10-30-2020, 09:04 PM
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#638
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Recycles dryer sheets
Join Date: Sep 2018
Location: High Plains Non-Drifter
Posts: 314
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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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10-30-2020, 09:18 PM
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#639
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,225
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Up 5.6% year to date. 50/50 allocation.
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10-31-2020, 04:07 AM
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#640
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Recycles dryer sheets
Join Date: Dec 2012
Posts: 335
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8.2% YTD. Thanks, WD-40 and Clorox for taking one for the team.
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