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Old 02-01-2020, 12:11 PM   #61
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Old 02-01-2020, 12:16 PM   #62
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My formula for estimating return is reading -0.3% today. All-in, simple linear spend adjustment on a 67/30/3 allocation.
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Old 02-01-2020, 01:03 PM   #63
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Originally Posted by Dtail View Post
Good (relative) return with an 85% stock allocation.
54% of my equities are monthly/quarterly dividend stocks.
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Old 02-01-2020, 05:18 PM   #64
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Well Iím up 0.8% with the traditional money chimp method. Thatís on a 61/34/5 AA. I have way too much in corporate debt. Time to shift some to treasuries.
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Old 02-01-2020, 07:53 PM   #65
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-0.91 to start the year. My Asian fund is dragging down the total, thanks to Coronavirus.
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Old 02-01-2020, 08:54 PM   #66
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-0.38% for January 50/50


Not worried.
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Old 02-01-2020, 10:22 PM   #67
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Amazingly retirement assets are YTD very slightly positive, like +0.15%.
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Old 02-01-2020, 11:27 PM   #68
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-0.1% on the year, thanks to the last trading day of the month no doubt.
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Old 02-01-2020, 11:31 PM   #69
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-0.35% YTD, with 69/27/4 (stocks/Bonds/Cash) asset allocation.
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Old 02-02-2020, 05:49 AM   #70
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January 2020

-0.16% Total Portfolio Value Decrease (50/45/5 target)

-0.14% American Funds American Balanced (50/50) Class R-6 RLBGX

+2.12% Vanguard Total Bond Market Index Fund Admiral VBTLX
-0.08% Vanguard Total Stock Market Index Fund Admiral VTSAX

+1.28% Vanguard Wellesley Income Fund Admiral VWIAX
+0.35% Vanguard Wellington Fund Admiral VWENX

It's interesting that the simplest 50-50 portfolio design with Vanguard funds above would return the investor +1% approximately.
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Old 02-02-2020, 07:52 AM   #71
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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 02-02-2020, 09:10 AM   #72
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January +1.0%
Nominally 50/50 equities/fixed
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Old 02-02-2020, 02:26 PM   #73
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Old 02-02-2020, 02:29 PM   #74
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+0.8% YTD on a 50/50 AA.
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Old 02-02-2020, 10:09 PM   #75
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65/25/10
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RE AA 65/35
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Old 02-03-2020, 08:10 AM   #76
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My account is DOWN to 1.99% YTD TPLGX Earlier in January, I was at 4.55% YTD.....but China China, China !
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2020 Investment Performance Thread
Old 02-05-2020, 06:57 PM   #77
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2020 Investment Performance Thread

We are up 3.18%

All of our wonderful returns in the last couple of years has been a gift . All of you helped me get so many different perspectives that broadened my knowledge. I became a much more disciplined investor. Not too greedy but also not so timid.
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madsinger monthly report (January 2020)
Old 02-07-2020, 01:22 PM   #78
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madsinger monthly report (January 2020)

https://www.bogleheads.org/forum/viewtopic.php?t=302926
Madsinger results in case you're interested.

Vanguard STAR fund seems successful in January.
10 funds under one parent:
https://personal.vanguard.com/us/fun...ect=true#tab=2
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Old 02-08-2020, 11:32 AM   #79
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Quote:
Originally Posted by target2019 View Post
https://www.bogleheads.org/forum/viewtopic.php?t=302926
Madsinger results in case you're interested.

Vanguard STAR fund seems successful in January.
10 funds under one parent:
https://personal.vanguard.com/us/fun...ect=true#tab=2
My return is hampered by Small-cap value, Mid-cap value, & internationals.
Speaking of Vanguard Star, I am contemplating about switching my holding to Vanguard Balanced Index because of lower fee.
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Old 02-08-2020, 04:07 PM   #80
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Originally Posted by ckelly78z View Post
My account is DOWN to 1.99% YTD TPLGX Earlier in January, I was at 4.55% YTD.....but China China, China !
I wrote down the wrong fund in the post above, I am in T-Rowe Price Large cap growth PLCGX....it is up 5.67% YTD, and gave me a new all time high again. thrilled !
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