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2020 Investment Performance Thread
01-02-2020, 11:40 AM
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#1
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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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2020 Investment Performance Thread
Wow, what a banner year 2019 was! Everyone was a winner in 2019, some with huge gains. Here's hoping that 2020 will be another positive year.
As before, this thread is about "investment" performance. That is, this thread is more about sharing what investment is working and not working YTD.
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01-02-2020, 11:46 AM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by robnplunder
... That is, this thread is more about sharing what investment is working and not working YTD.
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People just reported their return, but did not share how they made that money. They are either too shy, or do not want to divulge their secret.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-02-2020, 11:50 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,396
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Quote:
Originally Posted by robnplunder
Here's hoping that 2020 will be another positive year.
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Is it wrong for me to hope for a down year so I can buy more shares at a discount?
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01-02-2020, 12:08 PM
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#4
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Full time employment: Posting here.
Join Date: Feb 2017
Location: Severn
Posts: 947
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At a high view, I have 50% in a small/mid cap index (TSP S fund). The other 50% is spread across 22 monthly/quarterly dividend paying stocks (primarily REITS and BDCs.) I had one that went bankrupt and another 4 that stopped their dividends all together. I tend to be a contrarian but the dividends are currently enough to cover mortgage, insurance, property taxes and utilities. I've had some good calls and some bad calls.
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01-02-2020, 12:37 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,695
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Quote:
Originally Posted by NW-Bound
People just reported their return, but did not share how they made that money. They are either too shy, or do not want to divulge their secret.
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My portfolio is so spread out, and in many cases probably redundant, that it would be a mess to report what individual investment is doing the best. Plus, any one investment isn't enough to sway my portfolio significantly, one way or another.
However, one thing I did start doing, in 2019, was slowly start investing in an SP500 fund. I figure that, over the long run, the SP500 does pretty well, so might as well just ride it, rather than try and outguess it.
I'd say the biggest loser I had in 2019 was my shares of Boeing common stock. But, over the course of the year, it's still about flat. And most of that is held in an old 401k from my days with that company, and over the year I sold off a bit while it was high, bought back when it was low, balancing between a bond fund and an SP500 fund. So overall, that 401k did fairly well.
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01-02-2020, 02:09 PM
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#6
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Full time employment: Posting here.
Join Date: Jul 2013
Posts: 953
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I wanted to share the screenshots that show how to use the XIRR function in excel. This is an easy way to track the additions or withdrawals from your investment accounts, and then let excel calculate the performance number. The beginning date and balance is where things are at the 1st of the year. The ending date should be the 31st of December, and the ending balance is whatever the current balance of your accounts are.
Last year it took a few months before there was a general clearing of the air about how these calculations are made. And if I am misunderstanding the calculations, please let me know!
I tried using the moneychimp website, but found excel to be easier to understand. Each month is a copy and paste of previous transactions, add in any new transactions, update the ending balance, and it calculates the value.
__________________
Well it's all right, we're heading to the end of the line...
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01-02-2020, 02:45 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,536
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Here’s a link to the money chimp calculator. It can be off of the xirr function since it treats all withdrawals as occurring on same date but it sure is easy, and close enough for me.
http://www.moneychimp.com/features/p...calculator.htm
__________________
Wisdom starts with wonder
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01-02-2020, 03:04 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,023
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Quote:
Originally Posted by NW-Bound
People just reported their return, but did not share how they made that money. They are either too shy, or do not want to divulge their secret.
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I divulged mine! I own AAPL, and like over 10%+ of the folio is such... not much of a secret. MSFT would be a good one as well.
Speaking of AAPL, it's up to 300! I bought it at 96, not too much of a secret there.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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01-02-2020, 03:56 PM
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#9
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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I was joking about people hiding their holdings.
Did anyone else notice what happened today, the first trading day of the year? At 15 minutes before market close, all 3 indices surged up even though they were up all day. And that last-minute surge was with high volume to boot.
It looks like some people were hoping for the market to drop, and when it did not they rushed in to buy at the last minute in fear of missing out. Oh man!
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-02-2020, 04:25 PM
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#10
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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Quote:
Originally Posted by NW-Bound
I was joking about people hiding their holdings.
Did anyone else notice what happened today, the first trading day of the year? At 15 minutes before market close, all 3 indices surged up even though they were up all day. And that last-minute surge was with high volume to boot.
It looks like some people were hoping for the market to drop, and when it did not they rushed in to buy at the last minute in fear of missing out. Oh man!
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Tip from their hairdresser!
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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01-02-2020, 04:36 PM
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#11
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Full time employment: Posting here.
Join Date: May 2014
Posts: 977
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My 401K has a blended U.S. Equity Fund that was up 31.5%, thanks in large part to the top three holdings in Apple, Microsoft, and Amazon. Very happy!
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2020 Investment Performance Thread
01-02-2020, 04:39 PM
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#12
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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2020 Investment Performance Thread
Lotta replies to a YTD performance thread considering the Y is 2 D old.
[emoji3]
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01-02-2020, 05:37 PM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by steelyman
Lotta replies to a YTD performance thread considering the Y is 2 D old.
[emoji3]
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What do you expect when someone is up 31.5% in one day of trading?
See the post above yours.
Just joking...
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-03-2020, 06:48 AM
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#14
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,695
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Quote:
Originally Posted by NW-Bound
What do you expect when someone is up 31.5% in one day of trading?
See the post above yours.
Just joking...
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And damn, I was only up around 0.78% yesterday. Still, I pretty much "made" my take home pay for about four months, in one day.
Probably gonna give most of it back today, though.
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01-03-2020, 09:39 AM
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#16
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Recycles dryer sheets
Join Date: May 2010
Posts: 497
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I made a change over a year ago on my bond/cash portion. I still have a large vwinx holding.
been happy with this. stuff I had before was breaking even.
PIMIX
Fund Performance
Chart for PIMIX
1yr...............3yr..........5yr.............10y r.........since 2007
+6.16% +5.29% +5.12% +8.88% +8.20%
__________________
You've got to ask yourself one question: Do I feel lucky? Well, do ya, punk?
Retired July '11 investments in very low cost index and mutual funds, balance once a year at best.
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01-03-2020, 10:52 AM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by Andre1969
And damn, I was only up around 0.78% yesterday. Still, I pretty much "made" my take home pay for about four months, in one day.
Probably gonna give most of it back today, though.
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If it's "most of it", that's not too bad. It may be "all of it, and then some".
Quote:
Originally Posted by ckelly78z
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Your PLCGX is only up 1.37%. Still very good though.
My son dropped by last evening. Said his AMD position was up 7% or something like that. I just looked, and it's still holding today. Darn!
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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01-03-2020, 11:48 AM
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#18
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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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Quote:
Originally Posted by Andre1969
And damn, I was only up around 0.78% yesterday. Still, I pretty much "made" my take home pay for about four months, in one day.
Probably gonna give most of it back today, though.
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Cool! Are you still working?
__________________
May we live in peace and harmony and be free from all human sufferings.
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01-03-2020, 11:56 AM
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#19
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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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up 0.21% - nothing to brat about. Not seeking for performance but safety. Missed a couple of 30%+ returns since 2009 - not a big deal since accumulation is not the end game. Sorry for being a party p ...
__________________
May we live in peace and harmony and be free from all human sufferings.
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01-17-2020, 10:53 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Jun 2014
Posts: 1,188
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16 days into 2020, 2.13% return. Its weird to realize I've already made enough this year to cover all my expenses for the rest of the year and we are barely two weeks in. Still 90% Equity and Mid Caps are doing well.
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