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Old 12-01-2020, 06:57 AM   #701
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Join Date: Dec 2008
Location: Stuck in the mud somewhere in the NJ swamp
Posts: 7,260

Total Portfolio Value
YTD Change

(50/45/5 target)
Nov-20 6.21%
YTD 5.67%

American Balanced Fund Class R-6 (RLBGX) is a managed index fund which is similar to our target, and we use it to estimate our portfolio return.
Year-to-Date Return 5.18%
Overall Portfolio Composition (%)
Cash 13.12%
Stocks 54.94%
Bonds 31.08%
Preferred 0.11%
Convertable 0.58%
Attached Images
File Type: png Clipboard01.png (23.8 KB, 45 views)
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Old 12-01-2020, 06:58 AM   #702
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Join Date: Feb 2020
Location: Danville
Posts: 158
2020 for me has been an amazing year so far. I am very grateful and humbled by that. My individual stock portfolio is up 550% since the same time last year. All my equity funds are up 15.59% collectively since the same time last year also. All in all, I'm up 62.68% from last year. All the time and effort I've put into the market finally paid off.
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Old 12-01-2020, 07:05 AM   #703
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10.2 YTD XIRR. 80/20. No market timing throughout all the craziness this year, just deployed whatever cash was in accounts on dips.
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Old 12-01-2020, 07:18 AM   #704
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+8.92% YTD on 49/41/10 AA
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Old 12-01-2020, 07:37 AM   #705
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Up 8.92%. We are currently 75.8% stocks.
S&P 500 is up 14.14% so something seems askew. We sold all our bonds and bought stocks and CDs so maybe the timing of that messed us up.
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Old 12-01-2020, 07:46 AM   #706
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Up 12.63% YTD after 11 months.
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Old 12-01-2020, 08:10 AM   #707
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Not sure of percentage...would have to factor in contributions vs growth.

In april, I was down $114,000. December 1...up $112,000. Crazy year.

Jan 1 - $639,000
Dec 1 - $751,000

Contributions were somewhere around $12,000.
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Old 12-01-2020, 08:33 AM   #708
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Quote:
Originally Posted by ponyboy View Post
Not sure of percentage...would have to factor in contributions vs growth.

In april, I was down $114,000. December 1...up $112,000. Crazy year.

Jan 1 - $639,000
Dec 1 - $751,000

Contributions were somewhere around $12,000.
Here is a calculator tool that may help you out. There are other here that can walk you through what you are after thou.
Investment Return Calculator: Measure your Portfolio's Performance
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Old 12-01-2020, 08:51 AM   #709
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End of Nov YTD +13.92% AA 80/20
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Old 12-01-2020, 09:03 AM   #710
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Up 8.2% YTD, using moneychimp simplification, on a 1/3 bond allocation. I had a big windfall I had to adjust for, so it's probably a few tenths higher. I think that's right...a money chip calculation presumes 1/2 way through the time span, giving the windfall time to earn. But I just got the windfall, no time to earn. Anyway, this thread is all fun and games. Just pleased to be solidly in the plus column for the year
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Old 12-01-2020, 09:05 AM   #711
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Up 6.73% YTD, AA 36/64


Graph shows 11 months of 2020, both monthly growth, and YTD. Given what 2020 has been like, not too bad.....
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Old 12-01-2020, 09:13 AM   #712
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Posts: 1,536
Me 8.92%
Wellington 8.31%
Wellesley 7.26%
S&P 500 14.14%
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Old 12-01-2020, 09:32 AM   #713
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Join Date: Jul 2019
Location: Dalton
Posts: 212
Started in March from Prudential 401k to Ira with Fido.March =303106. this morning =381656. so it is up pretty good. Thats just mine but my wife's is similar altho about 100k shy to start, she is happy as well since our SS + pensions have funded us with no withdrawals since we retired in Jan.

Wife came in and said "look at mine too" so i did & her March=198560. her this morning =241385. so about 29% up so hers is invested in a less aggressive mix & I told her we could change hers too but she is happy. So we will just continue to ride along.I was in a stock purchase plan for the 25 yr. I was with Autozone & we bought some Apple about 9 years ago when my SNLaw suggested it that we haven't touched so we have those to keep us happy as well. I really wish I would have known a site like this existed before we got close to retirement but even tho we don't have a lot, thru blind luck and steady saving through our lifetime we will probably be ok and might leave a little for our daughter and granddaughter.
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Old 12-01-2020, 11:09 AM   #714
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Location: St. Charles
Posts: 2,871
YTD: +11.5%, corrected for spending
AA: 55/45
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Old 12-01-2020, 12:22 PM   #715
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Join Date: Feb 2019
Location: Tampa Bay
Posts: 262
Dec 1, 2019 to Dec 1, 2020. It's been a wild ride but the last 12 months have my NW up 25%, about 3% was savings and rest investment returns.



Crazy thing to me is that last month my NW went up by 6 years living expenses! Easy come, easy go in the short term, so not feeling as rich as I look on paper but it is exciting to see my NW jump so much! I'll feel "rich" if in 6-12 months if the market doesn't correct and earnings start to back up the market valuations...
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Old 12-01-2020, 01:41 PM   #716
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Thanks Street, that made it easier for the rollover... 14.54% That's the way to start retirement! AA is 51.3/8.7/39.9 give or take rounding...
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Old 12-01-2020, 01:59 PM   #717
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^ I wish you many more 14% plus YTD in the future.
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Old 12-01-2020, 08:28 PM   #718
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+6.8% ytd.
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Old 12-01-2020, 09:40 PM   #719
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+14.50% as of 11/30/2020
AA : 82/15/3......time to rebalance!!
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Old 12-02-2020, 12:27 AM   #720
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Up about 9.2% for the year (total portfolio)

AA:

real estate - 70%
equity - roughly 20%
bond/CDs/cash - roughly 6%
alternative (arts, gold, etc) - 4%

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