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Old 10-31-2020, 05:10 AM   #641
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Here's my latest, after this morning's update. These are YTD numbers, not month-over-month...

+0.23% on 1/31/2020.
-6.78% on 2/28/2020.
-21.45% on 3/31/2020.
-13.31% on 4/30/2020.
-8.82% on 5/29/2020.
-6.56% on 6/30/2020.
-2.32% as of 7/31/2020.
+2.99% as of 8/31/2020.
-0.89% as of 9/30/2020.
-1.90% as of 10/30/2020.

As for highs and lows of the year, I peaked at 4.67% on February 19, and bottomed out at -30.47% on March 23. I did briefly hit a new peak, of 4.70%, on September 2, but as the month's closeout shows, that was short-lived.

In October, I got up to about 3.92% on the 12th. But, that didn't hold.
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Old 10-31-2020, 05:30 AM   #642
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Up less than 1%. Pretty much flat.
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Old 10-31-2020, 05:51 AM   #643
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As of 10312020 +3.17% YTD.
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Old 10-31-2020, 05:57 AM   #644
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Location: Just south of Rochester
Posts: 119
Ytd 3.24%
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Old 10-31-2020, 05:58 AM   #645
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Join Date: Jun 2005
Posts: 10,252
YTD (October 30, 2020) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

2.26% VSMGX Vg LifeStrategy Moderate Growth (60/40)
5.26% VBIAX Vg Balanced Index (60/40), no foreign
-.08% DGSIX DFA Global 60/40 I, small-cap & value tilted
2.17% VTTVX Vg Target Retirement 2025 (62/38)
2.57% FQIFX Fidelity Freedom Index 2025 (59/41)

Some others:

2.64% VTWNX Vg Target Retirement 2020 (51/49)*
0.76% VWENX Vg Wellington (65/35)*

0.52% VMMXX Vg Prime Money Market
6.36% VBTLX Vg Total US Bond Index
4.17% VSCSX Vg Short-term corporate bond index
3.23% VTSAX Vg Total US Stock Market
-6.94% VTIAX Vg Total Int'l Stock Market
-15.92% VGSLX Vg REIT Index
-15.68% VSIAX Vg Small Cap Value Index
13.48% MTUM IShares USA Momentum Factor ETF

*These 2 funds VTWNX and VWENX are not that close to a 60/40 asset allocation this year.
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Old 10-31-2020, 06:03 AM   #646
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Location: St. Charles
Posts: 2,859
YTD: +4.7%
AA: 55/45

This is after losing 4% from the peak earlier this month.
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Old 10-31-2020, 09:12 AM   #647
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Quote:
Originally Posted by target2019 View Post
August 2020
Total Portfolio Value
YTD Change
(50/45/5 target)


Jan-20-0.16%
Feb-20-4.20%
Mar-20-8.18%
Apr-206.26%
May-202.90%
Jun-201.34%
Jul-202.26%
Aug-201.40%
YTD1.63%
October 2020
Total Portfolio Value
YTD Change
(50/45/5 target)

Jan-20-0.16%
Feb-20-4.20%
Mar-20-8.18%
Apr-206.26%
May-202.90%
Jun-201.34%
Jul-202.26%
Aug-201.40%
Sep-20-0.89%
Oct-20-1.20%
YTD-0.47%
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Old 10-31-2020, 10:16 AM   #648
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Woohoo! Still positive for the year. Only .5% but with the way this year is going Iíll gladly take it. Small cap and mid cap value are dragging me down.
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Old 10-31-2020, 11:56 AM   #649
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+7.3% YTD net of all expenses
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Old 10-31-2020, 12:43 PM   #650
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YTD (stock/FI/REIT/Cash)34/41/2.7/22.3 = 1.40%
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Old 10-31-2020, 12:51 PM   #651
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Down 2% YTD. But I did pretty well buying in March, so I'm up 8% from last October.
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Old 10-31-2020, 07:02 PM   #652
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+1.38% ytd 45/55 AA
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Old 10-31-2020, 09:39 PM   #653
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-1.39% for October, 2020
+2.96% YTD, AA = 80/17/3
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Old 11-01-2020, 12:25 AM   #654
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Location: Bay Area
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Up 3.7%.

My best performers are FSRPX (+22%, retail), FCNKX (+18%).
My worst one is EQIAX (-12%, Asia)

All others are "within the margin of error" as I see it. They are performing within plus or minus 5% of the market.
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Old 11-01-2020, 09:25 AM   #655
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Just slightly down -0.1%, all-in, spend adjusted on roughly 66/33.
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Old 11-01-2020, 10:08 AM   #656
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I moved a good chunk of 401k to cash this time when S&P hit 346 and so have missed out on a portion of this recent drop. I thought about buying 340 SPY puts but decided they were expensive at $4 each....turns out they were cheap lol.

I am down about $20,000 on Gilead but the 401K move saved about $80,000 so net win I guess.

Currently about 12%+ YTD.
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Old 11-01-2020, 10:32 AM   #657
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I'm a bit confused here. Are we looking for investment performance or change in NW?
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Old 11-01-2020, 11:11 AM   #658
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Quote:
Originally Posted by vince View Post
I'm a bit confused here. Are we looking for investment performance or change in NW?
In all seriousness, it's whatever helps you sleep well, or puts a smile on your face. Some will criticize whatever you publish, so do what's comfortable for yourself.

I've stopped reporting performance and benchmark. Just going with total portfolio change. But I do look at most of the posts and enjoy the results.
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Old 11-01-2020, 11:30 AM   #659
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Thanks. But my %YTD and %NW change aren't even close to each other.
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Old 11-01-2020, 11:31 AM   #660
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End of Oct -1.6% YTD +3.88% AA 80/20
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