2021 Investment Performance Thread

[Lawrencewendall]

Ytd 11.27% 84/16/0

 

[homestead]

Ytd 8.45% 50/50

 

[RetireAge50]

+10.0%

 

[EastWest Gal]

+10% here as well. Who would have thunk?

 

[springnr]

Ytd 15.93% 81.5% stocks

 

[kgtest]

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.

 

[kgtest]

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.

 

[Rickt]

+ 8.26% ytd (aa: 80/18/2)

 

[ATXFIRE2034]

+ ~18% less contributions at end of May @ 80 / 0 / 20.

 

[Golden sunsets]

YTD through May +7.31%

50/50 AA

 

[sengsational]

Ah, markets closed Monday ... I thought folks were jumping in with results too early.

 

[sengsational]

+8.8% all-in. Investment life is good!

 

[plex]

~15% YTD at 80/0/20, heavy SCV tilt finally catching back up.

 

[robnplunder]

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.

 

[srblanco7]

+11.9% YTD. AA of 79/19/2. Best performers are a couple value funds which are both +20% YTD.

 

[SloHan]

Ytd 10.78 % . Aa 85/15

 

[targatom2019]

YTD 6/5/2021, 4.6X yearly expenses.

 

[NW-Bound]

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.

 

[Lawrencewendall]

+15.29% ytd. 81/17/2

 

[springnr]

Ytd 15.93% 81.5% stocks

YTD 15.32%, 81.2% (value stocks)

 

[KCGeezer]

And here I was happy with 8.2 on 60/35/5. I still am.

 

[targatom2019]

60/30/2021, no W-2 income, YTD up 8.6x yearly expenses.

 

[kgtest]

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.
Jun 21 +15% 100% equities. Got an early 40th bday present beating all 3 indices, crossed another milestone. Big party, big presents, big fun! 119months to ER liftoff.

 

[jimbee]

As of the end of June 30, up 7% YTD with a 50/50 asset allocation.

 

[street]

YTD is a positive of 10.98%.