|
|
06-06-2020, 06:38 AM
|
#421
|
gone traveling
Join Date: Sep 2018
Location: Washington, DC
Posts: 575
|
60/40 still
now +2% YTD, +11.98% 1-Yr period
Attended a Mfg Ext Partnership for member manufacturing organizations. All report the increasing demand, but extreme difficulty in hiring to meet it. This will be what keeps the lid on IMO.
|
|
|
|
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!
|
06-06-2020, 06:44 AM
|
#422
|
Full time employment: Posting here.
Join Date: Jun 2014
Posts: 518
|
Quote:
Originally Posted by Tiger8693
Attended a Mfg Ext Partnership for member manufacturing organizations. All report the increasing demand, but extreme difficulty in hiring to meet it. This will be what keeps the lid on IMO.
|
When we go out for groceries, I can't tell that there is a recession going on, given the traffic. I also tried to hire some landscapers to do some work and they are fully booked until the end of the season...
Phase 3 next week in our state...
|
|
|
06-06-2020, 06:58 AM
|
#423
|
Recycles dryer sheets
Join Date: Sep 2007
Posts: 153
|
60/40 AA
I’ve just hit even for YTD
Although I’d sworn off individual stocks, I couldn’t resist picking up some Royal Caribbean stock (RCL) at $26.50 in March. Closed yesterday at $69.44. With those gains, I’m up just a bit YTD
|
|
|
06-06-2020, 07:10 AM
|
#424
|
Thinks s/he gets paid by the post
Join Date: Nov 2008
Posts: 3,395
|
Total return YTD according to Morningstar is up from where we started.
Cheers!
|
|
|
06-06-2020, 07:12 AM
|
#425
|
Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,216
|
Just rebalanced again, out of equities into fixed per my IPS, restoring to 50/50. My rebalance limits may be too low, I've had to rebalance three times in a bit over three months, the first two times into equities. Now sitting at 3.3% gain for 2020, using Vanguard and Fidelity index funds for most of it. Don't know where this train is going.
|
|
|
06-06-2020, 07:26 AM
|
#426
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,232
|
Quote:
Originally Posted by jimbee
Just rebalanced again, out of equities into fixed per my IPS, restoring to 50/50. My rebalance limits may be too low, I've had to rebalance three times in a bit over three months, the first two times into equities. Now sitting at 3.3% gain for 2020, using Vanguard and Fidelity index funds for most of it. Don't know where this train is going.
|
Many folks use 5% rebalancing bands or even higher. If you are lower than that, perhaps it is too low.
__________________
TGIM
|
|
|
06-06-2020, 07:49 AM
|
#427
|
Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,216
|
Quote:
Originally Posted by Dtail
Many folks use 5% rebalancing bands or even higher. If you are lower than that, perhaps it is too low.
|
I think you're right, time to open them up a bit.
|
|
|
06-06-2020, 08:26 AM
|
#428
|
Thinks s/he gets paid by the post
Join Date: Apr 2013
Location: Gosport, IN
Posts: 1,214
|
Still down -5.37% as of yesterdays close. This is mostly due to my large holding of T which I am still down over 12% but I keep it strictly for the dividend payouts.
|
|
|
06-06-2020, 08:46 AM
|
#429
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2016
Posts: 9,421
|
I usually don't check numbers other then month end, but I did since I see some highs for people posting. Lol
-.12% YTD.
|
|
|
06-06-2020, 10:20 AM
|
#430
|
Recycles dryer sheets
Join Date: Jun 2018
Location: Santa Clara County
Posts: 151
|
+2% YTD. AA now at 42/38/20. Did some tax harvesting last month or so and bought some on the way down in March. Very glad to see this weeks gains. But where does it go from here? Just seems like gambling now verses having any correlation to fundamentals.
|
|
|
06-06-2020, 11:55 AM
|
#431
|
gone traveling
Join Date: Sep 2003
Location: DFW
Posts: 7,586
|
-1.48%
|
|
|
06-06-2020, 12:54 PM
|
#432
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2008
Posts: 5,178
|
-0.67% as of 6/5/2020
|
|
|
06-06-2020, 12:55 PM
|
#433
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
|
Down 6% YTD as of 4-30-20
|
|
|
2020 Investment Performance Thread
06-06-2020, 01:09 PM
|
#434
|
Recycles dryer sheets
Join Date: Apr 2019
Posts: 74
|
2020 Investment Performance Thread
+3.6, as of today, 6-6-2020.
|
|
|
06-10-2020, 12:59 PM
|
#435
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2009
Posts: 5,307
|
Quote:
Originally Posted by tmm99
I haven't checked mine yet, but I know my numbers are much better than last month.
Does this seem surreal to any of you at all though? With the pandemic causing the shutdown of the economy and our unemployment rate being so high, I thought that the market would tank more... Don't get me wrong, I am happy that it's not as bad as I anticipated, but it seems kind of unreal to me...
Maybe because people consider this to be a very short, temporary setback?
|
Yes, absolutely, it does seem surreal. I guess those who move markets do think this is a short setback that won't have lasting effect. I tend to ....question that.
|
|
|
06-10-2020, 08:36 PM
|
#436
|
Full time employment: Posting here.
Join Date: Dec 2018
Posts: 966
|
Investors usually look at the PE ratios to determine if the market is over valued or under valued.
All PE ratios as of June 10 indicates an over value market. It is recommended that you stay in cash. This is precisely what Warren Buffet and several other billionaires are doing to increase their cash assets. Ditto for me since I am 70% treasuries bonds.
The second quarter corporate earnings usually comes out in late July or early August which will likely indicates severely depressed earnings due to the full effect of the virus for the April to June time frame.
First quarter earnings were only a partial virus effect of January to March timeframe. When the "E" in PE ratio decreases, the PE ratios increases. Generally when the PE ratios skyrockets or when the market is way over valued, the market may potentially decline.
|
|
|
06-12-2020, 11:59 AM
|
#437
|
Recycles dryer sheets
Join Date: Jan 2012
Posts: 441
|
Quote:
Originally Posted by vipertom1970
negative 800K before mid March with AA of 60/40 then over-rebalanced to 94/6, now up about 920K from March low and hit all time high. Crazy market but I love it !
|
Wonder what you think about the crazy market today? also if you changed your AA from 94/6 to more conservative?
|
|
|
06-17-2020, 09:52 AM
|
#438
|
Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
|
Quote:
Originally Posted by vchan2177
All PE ratios as of June 10 indicates an over value market. It is recommended that you stay in cash. This is precisely what Warren Buffet and several other billionaires are doing to increase their cash assets.
|
I think most members in this forum stay the course. Despite overvaluation, equities are still appealing because of low inflation rate and lackluster returns on most fixed-income investments.
__________________
May we live in peace and harmony and be free from all human sufferings.
|
|
|
06-17-2020, 06:27 PM
|
#439
|
Full time employment: Posting here.
Join Date: Dec 2018
Posts: 966
|
Quote:
Originally Posted by Spanky
I think most members in this forum stay the course. Despite overvaluation, equities are still appealing because of low inflation rate and lackluster returns on most fixed-income investments.
|
I do not disagree with your comment but what do you mean "stay the course"?
If stay the course means not changing your portfolio and waiting out the recession, then I am OK with that since from a long term prospective, that strategy is usually successful.
If stay the course means buying MORE equities in the short term with your cash reserves or with fixed investments due to lackluster returns, then I question that strategy. This is because it is doing the opposite of what Warren Buffet is doing. Buying high PE ratio equities is more risky than staying in cash in my opinion and the opinion of Warren Buffet. If a second crash happens, then you are protected in cash. Cash eliminates a lot of risks in uncertain times during a pandemic.
|
|
|
06-17-2020, 06:34 PM
|
#440
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
|
I'm staying, not buying or selling.
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
Thread Tools |
|
Display Modes |
Linear Mode
|
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
|
|
|