 |
|
12-01-2020, 05:57 AM
|
#701
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,720
|
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%
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
|
12-01-2020, 05:58 AM
|
#702
|
|
Recycles dryer sheets
Join Date: Feb 2020
Location: Danville
Posts: 167
|
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.
|
|
|
|
|
12-01-2020, 06:05 AM
|
#703
|
|
Recycles dryer sheets
Join Date: Feb 2015
Posts: 178
|
10.2 YTD XIRR. 80/20. No market timing throughout all the craziness this year, just deployed whatever cash was in accounts on dips.
|
|
|
|
|
12-01-2020, 06:18 AM
|
#704
|
|
Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,600
|
+8.92% YTD on 49/41/10 AA
|
|
|
|
|
12-01-2020, 06:37 AM
|
#705
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,660
|
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 CD’s so maybe the timing of that messed us up.
|
|
|
|
|
12-01-2020, 06:46 AM
|
#706
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,521
|
Up 12.63% YTD after 11 months.
|
|
|
|
12-01-2020, 07:10 AM
|
#707
|
|
Full time employment: Posting here.
Join Date: Nov 2015
Posts: 661
|
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.
|
|
|
|
|
12-01-2020, 07:33 AM
|
#708
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,521
|
 Quote:
Originally Posted by ponyboy
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
|
|
|
|
|
12-01-2020, 07:51 AM
|
#709
|
|
Recycles dryer sheets
Join Date: Aug 2017
Posts: 480
|
End of Nov YTD +13.92% AA 80/20
|
|
|
|
|
12-01-2020, 08:03 AM
|
#710
|
|
Moderator
Join Date: Oct 2010
Posts: 10,725
|
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 
|
|
|
|
|
12-01-2020, 08:05 AM
|
#711
|
|
Thinks s/he gets paid by the post
Join Date: Mar 2013
Posts: 1,018
|
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.....
__________________
Well of course it is my opinion, why would I express someone else's??
|
|
|
|
|
12-01-2020, 08:13 AM
|
#712
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Posts: 1,660
|
Me 8.92%
Wellington 8.31%
Wellesley 7.26%
S&P 500 14.14%
|
|
|
|
|
12-01-2020, 08:32 AM
|
#713
|
|
Full time employment: Posting here.
Join Date: Jul 2019
Location: Dalton
Posts: 748
|
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.
|
|
|
|
|
12-01-2020, 10:09 AM
|
#714
|
|
Thinks s/he gets paid by the post
Join Date: Dec 2014
Location: St. Charles
Posts: 3,919
|
YTD: +11.5%, corrected for spending
AA: 55/45
__________________
If your not living on the edge, you're taking up too much space.
Never slow down, never grow old!
|
|
|
|
|
12-01-2020, 11:22 AM
|
#715
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2019
Location: St Pete
Posts: 1,242
|
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...
|
|
|
|
|
12-01-2020, 12:41 PM
|
#716
|
|
Full time employment: Posting here.
Join Date: Nov 2017
Location: solomons
Posts: 851
|
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...
|
|
|
|
|
12-01-2020, 12:59 PM
|
#717
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,521
|
^ I wish you many more 14% plus YTD in the future.
|
|
|
|
|
12-01-2020, 07:28 PM
|
#718
|
|
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
|
+6.8% ytd.
__________________
Retired since summer 1999.
|
|
|
|
|
12-01-2020, 08:40 PM
|
#719
|
|
Recycles dryer sheets
Join Date: Jan 2012
Posts: 442
|
+14.50% as of 11/30/2020
AA : 82/15/3......time to rebalance!!
|
|
|
|
|
12-01-2020, 11:27 PM
|
#720
|
|
Full time employment: Posting here.
Join Date: Jan 2013
Posts: 622
|
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%
Lucky Dude
|
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|
Linear Mode
