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Old 05-29-2021, 12:06 PM   #201
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Old 05-29-2021, 12:28 PM   #202
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Ytd 8.45% 50/50
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Old 05-29-2021, 03:02 PM   #203
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+10.0%
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Old 05-29-2021, 05:01 PM   #204
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+10% here as well. Who would have thunk?
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Old 05-29-2021, 05:04 PM   #205
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Ytd 15.93% 81.5% stocks
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Old 05-29-2021, 05:17 PM   #206
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Join Date: Aug 2013
Location: North
Posts: 2,910
Jan 21 + ?? I didn't check whoops
Feb 21 +1.58% after a pull-back
Mar 21 +8.26% Not a bad month but still trailing all 3 major indexes
Apr 21 Not sure what I was at in between jobs didn't have time to mark it down
May 21 +9.3% and hoping to get my 401k contributions going again with a new job and >120 months to ER ignition.
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 05-29-2021, 05:18 PM   #207
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Looks like my 100% is trailing the bond folio's now... not by much just a hair. It's been an interesting ride and with inflation setting in, this is not a surprise to me.
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AA (Stock/Bond/Cash ): 97.5/0/2.5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.
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Old 05-29-2021, 09:28 PM   #208
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+ 8.26% ytd (aa: 80/18/2)
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Old 05-30-2021, 06:13 AM   #209
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+ ~18% less contributions at end of May @ 80 / 0 / 20.
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Old 05-30-2021, 08:19 AM   #210
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YTD through May +7.31%

50/50 AA
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Old 05-30-2021, 10:38 AM   #211
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Ah, markets closed Monday ... I thought folks were jumping in with results too early.
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Old 05-31-2021, 03:14 PM   #212
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+8.8% all-in. Investment life is good!
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Old 05-31-2021, 06:15 PM   #213
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~15% YTD at 80/0/20, heavy SCV tilt finally catching back up.
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Old 06-01-2021, 01:50 AM   #214
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Up 6.5%. Only one (fschx) of my mutual funds is outperforming. It is the one that underperformed for years. Now it is its turn to shine. My other funds outperformed the market it 2020. Things have a way to balance out.
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Old 06-01-2021, 03:23 AM   #215
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+11.9% YTD. AA of 79/19/2. Best performers are a couple value funds which are both +20% YTD.
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Old 06-05-2021, 09:10 AM   #216
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Ytd 10.78 % . Aa 85/15
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Old 06-05-2021, 09:15 AM   #217
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YTD 6/5/2021, 4.6X yearly expenses.
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Old 06-30-2021, 05:13 PM   #218
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Quote:
Originally Posted by NW-Bound View Post
Jan 31: +0.35%
Feb 27: +7.37%
Mar 31: +10.24%
4/30/2021: 12.4% with a stock AA of 76%
5/28/2021: 15.74%, with stock AA inching up to 79%
6/30/2021: 17.89%, stock AA of 78%

As always, return computed over the total of all accounts, using moneychimp method.


PS. What did well this past month for me: energy, pharma, biotech, semiconductor.

What was lousy: basic material stocks, mining, agricultural products, industrial metal, financials.
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Old 06-30-2021, 05:24 PM   #219
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+15.29% ytd. 81/17/2
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Old 06-30-2021, 05:55 PM   #220
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Originally Posted by springnr View Post
Ytd 15.93% 81.5% stocks
YTD 15.32%, 81.2% (value stocks)
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