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Old 11-05-2020, 06:46 PM   #681
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6.4% YTD as of 10/31, on an almost 50/50 portfolio.
Well, that's really tremendous. We also have a 50/50 portfolio. But we were barely breaking even as of 10/31, although we have bounced back some this week.
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Old 11-05-2020, 07:03 PM   #682
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Don't know what to think about this market. But I'm staying the course come what may. XIRR of 12.9% as of 11/5 with 60/40 3 fund portfolio with 2 rebalance events this year.
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Old 11-06-2020, 11:58 AM   #683
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7.4% YTD as of 10/31, on an roughly 60/40 portfolio.
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Old 11-08-2020, 05:33 AM   #684
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Down <3.32%> since 1-Jan-20

AA is 42/46/12 stocks/bonds/cash
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Old 11-18-2020, 10:37 AM   #685
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Up a little over 5% YTD as of today.

AA stock/bond/cash approx. 36/10/54 - afraid of bonds
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Old 11-18-2020, 10:52 AM   #686
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Up ~8% YTD with 65/30/5
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Old 11-18-2020, 12:20 PM   #687
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+9.2% at close yesterday
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Old 11-18-2020, 02:32 PM   #688
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I normally don't check mid-month, but with the current run-up:

+10.5% YTD
AA: 55/45

Invested assets, after all spending, are now 41% more than retirement date almost 5 years ago.
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Old 11-30-2020, 05:52 PM   #689
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Up 12.6% today with a 50/50 asset allocation. Looked a little better yesterday.
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Old 11-30-2020, 06:33 PM   #690
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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.
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
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FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 11-30-2020, 06:45 PM   #691
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^^^Wild ride, kgtest!
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Old 11-30-2020, 06:49 PM   #692
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^^^Wild ride, kgtest!
You have no idea! I didn't do anything but stay the course and keep buying on our DCA contributions every week with our paychecks as we keep accumulating!

It's basically another sign of the times honestly and a good reflection of the events of the year as well! I had so many people calling/texting at one point when I think I personally was down almost 30% intra month asking me for advice. I was always told if you had a solid investment plan you could sleep well, and I did...for the most part
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 11-30-2020, 06:51 PM   #693
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13.74% per Money Chimp calculation with a 50/50 portfolio. It's been a strange year, but profitable so far!!
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Old 11-30-2020, 07:55 PM   #694
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up 17.7% YTD
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Old 11-30-2020, 08:05 PM   #695
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Don’t understand it but I’m glad to have it. 8.6%
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Old 11-30-2020, 08:18 PM   #696
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Quote:
Originally Posted by VanWinkle View Post
13.74% per Money Chimp calculation with a 50/50 portfolio. It's been a strange year, but profitable so far!!

Wow, we are very close! It's 13.76% for me, also per Money Chimp method. However, I have more stock at 55.75% right now.

It compares very well against the S&P, particularly as I do not have any of the high P/E stocks, or the high flyers with negative E. Even my semiconductor holdings have a lower P/E ratio than the S&P.

Additionally, I have some oil stocks whose poor performance detract quite a bit off the total portfolio return.

Overall, I am happy with what I get.
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Old 11-30-2020, 08:20 PM   #697
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Up 10.94% YTD as of yesterday...haven't gotten today's returns yet.

I tried to time the exit/entrance back in March/May and didn't so well, from now on, I will let it ride. I lost about 15% gains this year with that strategy (or lack thereof).
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Old 12-01-2020, 03:34 AM   #698
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2020 has been a wild ride. Down 27.4% in March to up 17.8% as of this weekend.
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Old 12-01-2020, 05:38 AM   #699
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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.
+7.91% as of 11/30/2020.

As for highs and lows earlier in the year, I peaked at 4.67% on February 19, before the COVID smackdown, and bottomed out at -30.47% on March 23.

Also, while September and October ended up closing out as down months, they were still a bit of a wild ride. I briefly hit a new peak of 4.70% YTD on September 2, and 3.92% YTD on October 12, even though both of those months finished negative.

I had hit a new peak of +8.37% on 11/27, so yesterday was a bit of a letdown from that. But still, a very nice finish to the month!
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Old 12-01-2020, 06:37 AM   #700
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Up circa 10% YTD; 65/30/5
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