2020 Investment Performance Thread

[kcowan]

+6.6% end of Sept
Going higher again now

 

[calmloki]

Using 10/3 as an end date to avoid the spike up in the market over the last week we are up 13.5% for the year in net worth. This is primarily due to us using the tax man's low "true cash value" to track our property values; selling a rental for substantially more than the "true cash value", and not paying the taxes on the sale yet.

 

[targatom2019]

One year into retirement and I got more money now then when I was working. I went from 60/40 to 94/6 right before March low.

Thank you Mr. Market

 

[WyomingLife]

We are up 7.7% in NW YTD. AA currently circa 63/32/5. Our gains YTD are roughly equivalent to four times our annual spend. These numbers gloss over some details, of course (taxes, etc.). But 8 months into the pandemic, my conclusion remains that staying invested in the market was a good decision back in March (as opposed to fleeing to cash); I reached the same conclusion back in 2008. Boring is good.

Caveat: All of the above is irrelevant as to future performance. A civilization-ending meteor could strike the Rock upon which we live tomorrow, snuffing us out while we are chewing on omelets tomorrow morning. I'm also certain that the next pandemic is somewhere out there, mutating, waiting to jump species. This could all end badly by, say, Friday of this week. And none of the above is to make light of any form of human suffering. The past months have been horrific, and I'd bet that round two is already underway; I'm expecting a difficult winter for those of us in the northern hemisphere.

 

[SloHan]

End of Sep -3.33% YTD +4.6% AA 80/20

 

[robnplunder]

I wonder where robnplunder is at? He starts this thread each year and he hasn't posted on this thread now since July.

Am doing slightly better than the market. I have not been frequenting the forum as I got busier with my hobbies.

 

[street]

^ thanks for checking in and missed your company. I do remember a thread that you had some commitments to take care of.

Glad you are having fun with hobbies.

 

[KCGeezer]

Had to look after today’s tumble. Still positive for the year, we’ll see if that’s still true come Friday’s close.

 

[cbo111]

+2.1% so far this year. International and small cap equities are dragging me down.

 

[sengsational]

We are soon to have house sale proceeds to invest. Glad things are going on sale.

 

[calmloki]

Increase in net worth = 14.4% YTD. A property sale and an absurd tax man "real market value" on a little postage stamp sized lot with no septic approval bumped things up. Morningstar claims we have 8.76% total return from the stock investments YTD. Still a bunch making under 1.5% in savings accounts/short term CDs.

 

[audreyh1]

I’ve just given up tracking. It goes up, it goes down. Sometimes in leaps, sometimes in small steps.

 

[WyomingLife]

AA roughly 65/30/5

Personal Capital tells me we are now only up circa 3.6% YTD, but that is too high because we continue to make monthly contributions. If I had a PhD in math I could come up with a more precise number, I suppose. Since I am not a math wizard, I am guesstimating that a more realistic number is approximately 3%

Hope everyone is safe and healthy out there

 

[jimbee]

Up 5.6% year to date. 50/50 allocation.

 

[davismills]

8.2% YTD. Thanks, WD-40 and Clorox for taking one for the team.

 

[Andre1969]

Here's my latest, after this morning's update. These are YTD numbers, not month-over-month...

+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.
-2.32% as of 7/31/2020.
+2.99% as of 8/31/2020.
-0.89% as of 9/30/2020.
-1.90% as of 10/30/2020.

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 did briefly hit a new peak, of 4.70%, on September 2, but as the month's closeout shows, that was short-lived.

In October, I got up to about 3.92% on the 12th. But, that didn't hold.

 

[dm]

Up less than 1%. Pretty much flat.

 

[street]

As of 10312020 +3.17% YTD.

 

[vince]

Ytd 3.24%

 

[LOL!]

YTD (October 30, 2020) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

2.26% VSMGX Vg LifeStrategy Moderate Growth (60/40)
5.26% VBIAX Vg Balanced Index (60/40), no foreign
-.08% DGSIX DFA Global 60/40 I, small-cap & value tilted
2.17% VTTVX Vg Target Retirement 2025 (62/38)
2.57% FQIFX Fidelity Freedom Index 2025 (59/41)

Some others:

2.64% VTWNX Vg Target Retirement 2020 (51/49)*
0.76% VWENX Vg Wellington (65/35)*

0.52% VMMXX Vg Prime Money Market
6.36% VBTLX Vg Total US Bond Index
4.17% VSCSX Vg Short-term corporate bond index
3.23% VTSAX Vg Total US Stock Market
-6.94% VTIAX Vg Total Int'l Stock Market
-15.92% VGSLX Vg REIT Index
-15.68% VSIAX Vg Small Cap Value Index
13.48% MTUM IShares USA Momentum Factor ETF

*These 2 funds VTWNX and VWENX are not that close to a 60/40 asset allocation this year.

 

[CardsFan]

YTD: +4.7%
AA: 55/45

This is after losing 4% from the peak earlier this month.

 

[target2019]

August 2020
Total Portfolio Value
YTD Change
(50/45/5 target)

Jan-20	-0.16%
Feb-20	-4.20%
Mar-20	-8.18%
Apr-20	6.26%
May-20	2.90%
Jun-20	1.34%
Jul-20	2.26%
Aug-20	1.40%
YTD	1.63%

October 2020
Total Portfolio Value
YTD Change
(50/45/5 target)

Jan-20	-0.16%
Feb-20	-4.20%
Mar-20	-8.18%
Apr-20	6.26%
May-20	2.90%
Jun-20	1.34%
Jul-20	2.26%
Aug-20	1.40%
Sep-20	-0.89%
Oct-20	-1.20%
YTD	-0.47%

 

[KCGeezer]

Woohoo! Still positive for the year. Only .5% but with the way this year is going I’ll gladly take it. Small cap and mid cap value are dragging me down.

 

[kcowan]

+7.3% YTD net of all expenses

 

[Spanky]

YTD (stock/FI/REIT/Cash)34/41/2.7/22.3 = 1.40%