|
|
12-02-2020, 05:49 AM
|
#721
|
gone traveling
Join Date: Jan 2019
Location: NW Ohio
Posts: 1,156
|
Quote:
Originally Posted by ckelly78z
Up 10.94% YTD as of yesterday...haven't gotten today's returns yet.
I tried to time the exit/entrance back in March/May and didn't so well, from now on, I will let it ride. I lost about 15% gains this year with that strategy (or lack thereof).
|
Up another 1% to 11.97% from yesterday. I also remembered that I had 10 weeks this year of having no deposits while off work, and also that the company match for my 401K was suspended for 6 months due to company financial reasons....starting back up in January.
I also got no raise, or bonus...so ready to FIRE !
|
|
|
|
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!
|
12-02-2020, 01:21 PM
|
#722
|
Recycles dryer sheets
Join Date: Sep 2020
Posts: 93
|
+17.4% in my 401(k), and roughly 15% in my brokerage. Good percentages, just wish I had more money in the market when I did it
|
|
|
12-03-2020, 05:24 AM
|
#723
|
Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
|
It was an impressive month. My 50/50 portfolio is up 14% YTD.
__________________
I thought growing old would take longer.
|
|
|
12-03-2020, 06:43 AM
|
#724
|
Thinks s/he gets paid by the post
Join Date: Oct 2019
Posts: 3,657
|
My Vanguard account is up 17%, my total networth (not including home) is up 11%.
|
|
|
12-03-2020, 07:28 AM
|
#725
|
Thinks s/he gets paid by the post
Join Date: Oct 2017
Location: Tellico Village
Posts: 2,607
|
Quote:
Originally Posted by NW-Bound
Wow, we are very close! It's 13.76% for me, also per Money Chimp method. However, I have more stock at 55.75% right now.
It compares very well against the S&P, particularly as I do not have any of the high P/E stocks, or the high flyers with negative E. Even my semiconductor holdings have a lower P/E ratio than the S&P.
Additionally, I have some oil stocks whose poor performance detract quite a bit off the total portfolio return.
Overall, I am happy with what I get.
|
I was lucky enough to rebalance on March 20th into an additional 100K of stocks per my IPS and that definitely boosted returns. I just rebalanced back to fixed income with 60K just before Thanksgiving.
__________________
Retired May 13th(Friday) 2016 at age 61.
|
|
|
12-03-2020, 09:46 AM
|
#726
|
Thinks s/he gets paid by the post
Join Date: Oct 2019
Posts: 3,657
|
Quote:
Originally Posted by VanWinkle
I was lucky enough to rebalance on March 20th into an additional 100K of stocks per my IPS and that definitely boosted returns. I just rebalanced back to fixed income with 60K just before Thanksgiving.
|
I sold a chunk about a month before that and bought back two days before or after the bottom, (don't remember, to lazy to look it up) would have been great, except I also had some REITs that I lost bucket load on, one or two may even go bankrupt.
|
|
|
12-03-2020, 10:14 AM
|
#727
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2012
Posts: 6,134
|
Through the end of November my investments are up 6% for the year. I am happy with that.
__________________
FIREd date: June 26, 2018 - "This Happy Feeling, Going Round and Round!" (GQ)
|
|
|
12-03-2020, 11:02 AM
|
#728
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,031
|
Quote:
Originally Posted by jimbee
^^^Wild ride, kgtest!
|
Okay you made me look, might be the only guy that tries to record the GL close of every business...I miss some and this also includes our contributions...but look at the "wild ride" we had. I'm surprised I didn't get an ulcer...the end result was very favorable though. Crazy I'm still about 7% behind the overvalued Nasdaq I will never forget the 3 "triggers" where I lost like 7, 8 and 10%+ in each day over about a weeks time. I think I was down almost 30% at one time during pandemic earlydays.
volatility.PNG
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
|
|
|
12-03-2020, 04:35 PM
|
#729
|
Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,568
|
11.40% ytd 11/30/20.
60% Equity, 20% FI, 10%Cash, 10% Alts.
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
|
|
|
12-03-2020, 05:42 PM
|
#730
|
Recycles dryer sheets
Join Date: Jul 2018
Location: Topanga
Posts: 313
|
up 11.92% YTD through today (liquid assets only).
|
|
|
12-03-2020, 08:41 PM
|
#731
|
Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,216
|
Quote:
Originally Posted by kgtest
Okay you made me look, might be the only guy that tries to record the GL close of every business...I miss some and this also includes our contributions...but look at the "wild ride" we had. I'm surprised I didn't get an ulcer...the end result was very favorable though. Crazy I'm still about 7% behind the overvalued Nasdaq I will never forget the 3 "triggers" where I lost like 7, 8 and 10%+ in each day over about a weeks time. I think I was down almost 30% at one time during pandemic earlydays.
Attachment 36897
|
That's definitely some rollercoaster action.
This part of your sig may be a factor -> "AA ( Stock/Bond/Cash ): 97.5/0/2.5%"
|
|
|
12-10-2020, 11:56 AM
|
#732
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
|
Up 13.8% YTD as of 11-30-20
|
|
|
12-10-2020, 01:46 PM
|
#733
|
Full time employment: Posting here.
Join Date: Sep 2007
Location: Portland
Posts: 584
|
I dialed back back 50/50 to 25/75 stock bond in April when dow went back up to 24k - I am about to break even now for the year.
Now I need a plan to get back to 40/60 or 45/60. Perhaps, 1% or 2% stock every month.
|
|
|
12-10-2020, 02:53 PM
|
#734
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2013
Posts: 11,078
|
My self managed money that I actively pay attention to in a 50/50 mix is up 11.47% YTD. A small portion of this is in my Roth it's up 30.49% YTD and 17.67% over the last 10 years!
|
|
|
12-18-2020, 12:50 PM
|
#735
|
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2012
Posts: 6,134
|
Through 12/17 investments up 7% YTD.
Just for nerd grins I looked at the S&P 500 numbers over the last 50 years (just picked 50 as a nice round number) to compare the 12/17 close (or nearest preceding market close if it feel on a weekend) with the year-end 12/31 (or nearest proceeding market close if it fell on a weekend) number. The average gain over that period was 1.19%, median 1.18%. 37 out of the 50 years saw a gain. The worst fall was -2.57%. So odds are in favor for flat or a little more gain before the end of the year. However, I'm not a betting person.
__________________
FIREd date: June 26, 2018 - "This Happy Feeling, Going Round and Round!" (GQ)
|
|
|
12-18-2020, 02:07 PM
|
#736
|
Thinks s/he gets paid by the post
Join Date: Oct 2012
Location: Reno
Posts: 1,331
|
We're also up a little over 7% (40% stock allocation, 33% bonds, 27% cash).
I've been pulling 6-7% out of my 403b and 10% in 2021 and, barring a Santa crash, my account is above where it was 4 years ago.
I can pull from DW's accounts in 2022, so I was primarily worried about SOR risk for this year and the last 4 years; only 3.5 years to full SS age now (when the WR will go down to 3-3.5%).
Better to be lucky than good.
|
|
|
12-27-2020, 06:47 PM
|
#737
|
Recycles dryer sheets
Join Date: Mar 2016
Location: SoCal
Posts: 353
|
I am up 13x my yearly expenses YTD.... what a year !!!!
|
|
|
12-27-2020, 11:39 PM
|
#738
|
Full time employment: Posting here.
Join Date: Jan 2008
Posts: 757
|
Quote:
Originally Posted by targatom2019
I am up 13x my yearly expenses YTD.... what a year !!!!
|
Good Lord!
__________________
Retired July 2013 at age 49.
Lazy Portfolio Investor:
AA: 55% Stocks
35% Bonds
10% Cash
|
|
|
12-31-2020, 10:53 AM
|
#739
|
Thinks s/he gets paid by the post
Join Date: May 2016
Location: Mid-Atlantic
Posts: 2,654
|
Wow, up about 28.6% on the year...although we're not retired yet, and by my calculations about 5% of the increase was from contributions, so performance alone is about 27% for the year.
__________________
-Looking to FIRE in the mid-2020s, which would be our mid-50s.
|
|
|
12-31-2020, 11:17 AM
|
#740
|
Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,711
|
As of this morning, my return for the year was up around 12.89%. And, I'm also sitting on a new net worth threshold...$2.2M in investible assets. I was at $2,202,336 before the market opened, and with the way things are trending, it's possible I could end the year slightly below $2.2M.
In the overall scheme of things, it means nothing...$2.19M is still a lot of money, even if $2.2XM sounds better! It's just a mental hurdle, really. Still, it would be a nice way to end 2020!
It's amazing what a wild ride 2020 has been, though! I started with $1.956M, bottomed at $1.362M on 3/23, and peaked at $2.207M on 12/28. It's wild to think that I've had an ~$845K swing in value, just in the course of a year!
|
|
|
|
|
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
|
|
|