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Old 01-01-2021, 02:52 PM   #781
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8.6% = ytd
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Old 01-01-2021, 03:10 PM   #782
Recycles dryer sheets
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12% YTD 2020
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Old 01-01-2021, 03:23 PM   #783
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Up about 9% over end of year 2019, and I went to a much more conservative mix this year.
Feel pretty good overall, and sleep much better no matter what the market does.
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Old 01-01-2021, 03:36 PM   #784
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24.5% for 2020; 80/20 asset allocation; my first year to gain 7 figures. Um, I doubt that will happen again any time soon.
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Old 01-01-2021, 03:55 PM   #785
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19.5% YTD on roughly 78/18/4 AA.
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Old 01-01-2021, 03:55 PM   #786
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After inputting the numbers Money Chimp results were 18.69% YTD on a 80/20 AA. Oops forgot to input the low interest CD’s at Ally. New result 17.52% for the year.
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Old 01-01-2021, 06:21 PM   #787
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Pulled the trigger Jan 2020, withdrew 18 months of living expenses and rebalanced in Feb 2020 (was planning various trips) covid attacks a month later and I'm still up 12.6% for the year not to mention my 18 months of living expenses was only barely touched from my initial projections.
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Old 01-01-2021, 06:45 PM   #788
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9.5%, all-in, spend-adjusted, on a 1/3 cash/bond allocation. Equity split is 1/3 domestic, so didn't get the ride on the S&P as much.
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Old 01-01-2021, 07:39 PM   #789
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My accounts are up overall 21.3% which is Wonderful.
DW's accounts appear to be up 10% , some numbers are not in yet, but close enough.

So our blended return is about 13% which is great considering inflation is 2% or less.
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2020 Investment Performance Thread
Old 01-01-2021, 08:48 PM   #790
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2020 Investment Performance Thread

Overall up about 11% this year and that includes MM, CDs and Bonds. Overall about 55/45 allocation and includes 3 months of withdrawals.
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Old 01-01-2021, 09:43 PM   #791
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Our AA was about 80/20 for most of the year. Blended return of all of our accounts was 19.76%. Outstanding, given the havoc of the closures all over the world.

Beginning to really get excited about our progress towards the target.
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Old 01-02-2021, 12:35 AM   #792
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+18.2% on ~65/35. Mostly index funds, with some individual stocks/options for fun.
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Old 01-02-2021, 06:56 AM   #793
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75/25 AA with 18.70% return.
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Old 01-02-2021, 08:07 AM   #794
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13.69% for the year (14.8 if I include the cash we spent from the portfolio). We started out with a 60/40 portfolio but decided we can get more aggressive and have let it rise up with the market. We are at 72/32 now and will consider rebalancing if we pass 75%.
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Old 01-02-2021, 09:12 AM   #795
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+13.8% on a 75% equity (35% US) portfolio. Buy and hold.
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Old 01-02-2021, 09:19 AM   #796
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Up 20.5% for 2020; beginning AA 65/35/5.
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100% x 10% > 10% x 100%
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Old 01-02-2021, 09:48 AM   #797
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17.13% XIRR on 40/40/20 3-Funder. Stay the Course!
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AA: 55% Stocks
35% Bonds
10% Cash
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Old 01-02-2021, 10:06 AM   #798
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Up 24.7% for 2020 on 80/20 AA
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Old 01-02-2021, 10:24 AM   #799
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2020 YTD All account average - RR 18.81% - very happy
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Old 01-02-2021, 12:01 PM   #800
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AA approximately 80/20. Net worth increased 21.3%. A wild ride this year, but very happy with the outcome. A big step toward our early exit!
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