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Old 05-02-2021, 03:49 PM   #161
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Old 05-02-2021, 05:15 PM   #162
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Up 5.6% YTD with 50/50.
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Old 05-02-2021, 06:17 PM   #163
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Sounds like everybody is doing a good job of matching the market for their asset allocation. Numbers that deviate too much either indicate the person is the next Warren Buffet or has a riskier portfolio than the market.

I'm +7.9% on 79% stock/ 15% bond/ 6% cash.

Didn't realize I was holding that much cash until I added it all up, but considering bonds lost money, maybe being heavier than normal on cash was lucky (or as I will tell the wife, it was brilliant).
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Old 05-02-2021, 06:32 PM   #164
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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
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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 05-02-2021, 08:34 PM   #165
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Old 05-03-2021, 09:17 AM   #166
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Old 05-03-2021, 01:16 PM   #167
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+7.15% thru 4/30.

65-15-10-10.

But more fun to look at trailing 12 months at +30%. Lol.
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Old 05-03-2021, 07:17 PM   #168
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Up 15.7% YTD as of 4/30/21.
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Old 05-04-2021, 08:50 AM   #169
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10.46% YTD for all accounts. 50.54% for 1 year on same accounts. 86/14 current AA thanks to the big stock increases and not so good fixed income results.
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Old 05-04-2021, 09:25 AM   #170
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Looks like everyone who is above 70% stocks is going to have to hack off about 1.5% today from their YTD.
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Old 05-04-2021, 09:31 AM   #171
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Quote:
Originally Posted by Fermion View Post
Looks like everyone who is above 70% stocks is going to have to hack off about 1.5% today from their YTD.
This is true, but still at 11.3% YTD with 95% stocks. Not complaining in the least.
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Old 05-04-2021, 09:49 AM   #172
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This is true, but still at 11.3% YTD with 95% stocks. Not complaining in the least.
Yeah, I am right at 70% and it is still good at about a 8% return but I am concerned that inflation is not what is being reported so is 8% really that good?
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Old 05-04-2021, 08:37 PM   #173
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Quote:
Originally Posted by Fermion View Post
Looks like everyone who is above 70% stocks is going to have to hack off about 1.5% today from their YTD.
Why you said that? The Dow was at 33875 on 4/30, and closed today higher at 34133.

But, it's too bad my stash does not follow the Dow, despite having a ton of "old economy" stocks. Who else here also has X (US Steel), XOM (Exxon Mobil), AA (Alcoa), LPX (Louisiana Pacific), etc...? X is up 7.9% today, LPX up 7.5%, AA up 3.9%, etc...

The bad thing is besides a ton of stocks going up today, I have 2 tons of stocks going down, such as semiconductors and biotechs.

Net result: from 12.39% YTD on 4/30, I am now at 11.21%. Only 1.18% down, not 1.5%.
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Old 05-05-2021, 04:59 AM   #174
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When it comes to individual investments, the daily results are what they are...
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Old 05-05-2021, 11:53 AM   #175
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I wonder if this (or the equivalent) thread will be as popular during the next bear. Inquiring minds want to know, so YMMV.
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Old 05-05-2021, 12:03 PM   #176
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I wonder if this (or the equivalent) thread will be as popular during the next bear. Inquiring minds want to know, so YMMV.
If there are posts, there will be readers.

In a bear market, people always want to know if their misery is exceeded by someone else's.
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Old 05-05-2021, 12:06 PM   #177
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If there are posts, there will be readers.

People always want to know if their misery is exceeded by someone else's.
SWAG is there will be a higher ratio of readers to posters during a bear, but YMMV.
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Old 05-05-2021, 12:14 PM   #178
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^^ I always like to post on this thread regardless of up or down. It is what it is!!

When it is down, it was fun to see how many Lamborghinis we could of bought, with what we lost in the markets. I also thought that to be interesting and down times will happen.
I just gives us more character. Lol
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Old 05-05-2021, 12:22 PM   #179
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Quote:
Originally Posted by Koolau View Post
I wonder if this (or the equivalent) thread will be as popular during the next bear. Inquiring minds want to know, so YMMV.
I haven't reviewed the data, but I think thread posts declined as this market continued to move up. Google knows the answer, I'm sure.
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Old 05-05-2021, 12:49 PM   #180
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I wonder if this (or the equivalent) thread will be as popular during the next bear. Inquiring minds want to know, so YMMV.

I think there are plenty of e-r.org members who were here during 2008-9 (I wasn’t) who could comment on reactions/sentiment.
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