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06-17-2020, 06:58 PM
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#441
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Full time employment: Posting here.
Join Date: Feb 2017
Location: Severn
Posts: 947
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Quote:
Originally Posted by RobbieB
I'm staying, not buying or selling.
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A lot of good sales going on.
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06-17-2020, 07:06 PM
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#442
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,474
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Quote:
Originally Posted by RobbieB
I'm staying, not buying or selling.
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Me either, other than rebalancing if/when my AA strays far enough to get outside its specified bands.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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06-17-2020, 08:00 PM
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#443
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Thinks s/he gets paid by the post
Join Date: Dec 2017
Posts: 2,534
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Quote:
Originally Posted by vchan2177
...what do you mean "stay the course"?
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I believe that this is Vanguard speak for not selling during crises, not trying to time the market, and maintaining the asset allocation you have in your financial plan or statement, regardless of market conditions.
__________________
Balance in everything.
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06-27-2020, 04:30 AM
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#444
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Recycles dryer sheets
Join Date: Sep 2012
Location: Spring, Texas
Posts: 483
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Down <6.47%> since 1-Jan-20
AA is at 39/50/11 stocks/bonds/cash.
Target AA is 40/50/10 +/- ~5%
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06-30-2020, 05:13 PM
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#445
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,216
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2020 is half over. Up 2.3% year to date, with a nominal 50/50 asset allocation. This includes all monetary accounts/mutual funds/bank savings/checking/etc.
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06-30-2020, 06:29 PM
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#446
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Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,536
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Still down from 1/1 but only 2.5%. I had sold a bit on the upturn in early June to increase cash and peace of mind. If I miss a bit of upside the kids will just have to deal with it.
__________________
Wisdom starts with wonder
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06-30-2020, 08:39 PM
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#447
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,031
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Jan +1.12%
Feb -6.18% due to COVID-19 fear
Mar -18.25% COVID-19 triggers 3 circuit breakers and 2TT+ in stimulus. This time IS different.
Apr -6.10% Back to Feb levels. Wasn't as fortunate as Lord Ackman and his 2.6BB short. The world has changed.
May +.82% my city burns around me by way of rioters, but hey the folio turned pos again
June +4.3% For some reason I feel like this is where it 'should' be? I anticipate slower growth in the next 2 quarters. Remember the Tariffs?
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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06-30-2020, 08:56 PM
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#448
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Recycles dryer sheets
Join Date: Feb 2017
Location: Weatherford Texas
Posts: 456
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As of 6/30 Down -5.3% YTD
__________________
Retired June 1, 2018
RE AA 65/35
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06-30-2020, 09:22 PM
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#449
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Recycles dryer sheets
Join Date: Jan 2012
Posts: 441
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-2.21% YTD as of June 30, 2020
AA : 67/27/6
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06-30-2020, 09:36 PM
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#450
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,266
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-17.41% through June 30 not much movement... just interest these days.
Quote:
Originally Posted by pb4uski
-17.81% through May 31... more of the same. Interesting in that with so little equities when I update prices in Quicken hardly anything changes... new experience for me.
I'm still convinced that the market is way ahead of its skis and when 2Q earnings come out worse than expected that reality will eventually set it. If it doesn't then I'm not sure I would want part of it anyway since at that point it is more gambling than investing.
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__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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06-30-2020, 09:46 PM
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#451
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,004
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-0.7% YTD through 2Q
__________________
Numbers is hard
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07-01-2020, 02:36 AM
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#452
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Thinks s/he gets paid by the post
Join Date: Nov 2013
Location: Bay Area
Posts: 2,745
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-0.17%. My winner is FSRPX (retailing) followed by a bond fund.
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07-01-2020, 03:39 AM
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#453
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Recycles dryer sheets
Join Date: Mar 2012
Posts: 388
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-1.14% as of June 30. Raised a little cash in June for potential RV purchase in the next few months.
__________________
FIRE'd---4/27/2018 @ 54. DW--RE date 03/01/19.
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07-01-2020, 04:54 AM
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#454
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Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,543
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-1.37 as of June 30.
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07-01-2020, 05:07 AM
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#455
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,711
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Here's my latest numbers, updated this morning...
+0.23% on 1/31/2020.
-6.78% on 2/28/2020.
-21.45% on 3/31/2020.
-13.31% on 4/30/2020.
-8.82% on 5/29/2020.
-6.56% on 6/30/2020.
As for highs and lows of the year, I peaked at 4.67% on February 19, and bottomed out at -30.47% on March 23.
I came close to breaking even earlier in June. On 6/8, hit -3.31%
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07-01-2020, 05:12 AM
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#456
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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: 9,686
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Quote:
Originally Posted by target2019
May 2020
-3.38% Total Portfolio Value YTD Change (50/45/5 target)
Benchmark Performance
-1.99% American Funds American Balanced (50/50) Class R-6 RLBGX
+5.03% Vanguard Total Bond Market Index Fund Admiral VBTLX
-5.56% Vanguard Total Stock Market Index Fund Admiral VTSAX
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Jun 2020
-2.04% Total Portfolio Value YTD Change (50/45/5 target)
Benchmark Performance YTD
-0.93% American Funds American Balanced (50/50) Class R-6 RLBGX
+6.35% Vanguard Total Bond Market Index Fund Admiral VBTLX
-3.40% Vanguard Total Stock Market Index Fund Admiral VTSAX
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07-01-2020, 05:41 AM
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#457
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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-3.21% as of 7/1
__________________
May we live in peace and harmony and be free from all human sufferings.
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07-01-2020, 05:43 AM
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#458
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Thinks s/he gets paid by the post
Join Date: Dec 2014
Location: St. Charles
Posts: 3,903
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+0.4% YTD. All in. Accounting for spending
55/45
__________________
If your not living on the edge, you're taking up too much space.
Never slow down, never grow old!
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07-01-2020, 06:19 AM
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#459
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2016
Posts: 9,422
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-2.15 ytd.
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07-01-2020, 07:30 AM
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#460
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,031
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Quote:
Originally Posted by kgtest
Jan +1.12%
Feb -6.18% due to COVID-19 fear
Mar -18.25% COVID-19 triggers 3 circuit breakers and 2TT+ in stimulus. This time IS different.
Apr -6.10% Back to Feb levels. Wasn't as fortunate as Lord Ackman and his 2.6BB short. The world has changed.
May +.82% my city burns around me by way of rioters, but hey the folio turned pos again
June +4.55% (revised) For some reason I feel like this is where it 'should' be? I anticipate slower growth in the next 2 quarters. Remember the Tariffs?
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Revised. My ole man is also 100% stocks like I am, but he is doing quite better up +9% YTD...he is heavy in Nasdaq with QQQ and MGK
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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