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Old 09-01-2021, 04:01 AM   #281
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Up 8.5% but underperforming. Yuk.
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Old 09-01-2021, 04:15 AM   #282
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Join Date: Aug 2005
Location: Crownsville
Posts: 3,709
ere's my monthly check-in:

Jan 2021: -0.69% YTD
Feb 2021: +2.06% YTD
Mar 2021: +3.71% YTD
Apr 2021: +8.61% YTD
May 2021: +7.78% YTD
Jun 2021: +9.86% YTD
Jul 2021: +11.90% YTD
Aug 2021: +14.13% YTD

August was a fairly drama-free month, pretty much nothing but up. Around the middle of the month, I had a drop of around 1.2%, but it recovered and then some within a couple days.

Hopefully the stock market will keep going up, but honestly, even if it's flat for the rest of the year and I finish up 14%, I'll be more than happy!
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Old 09-01-2021, 05:28 AM   #283
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Posts: 9,417
Through 8 months YTD is 15.06% as of this morning. I do beleive my portfolio is at a record high for me today, since I retired 5 years ago.
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Old 09-01-2021, 05:30 AM   #284
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Join Date: Feb 2015
Posts: 177
17% XIRR on an 88/12 AA.

ASSET CLASS Target Actual (%)
CASH AND EQUIVALENTS 0% 0.9%
FIXED INCOME 20% 11.3%
CANADIAN EQUITIES 30% 37.9%
U.S. EQUITIES 31% 31.8%
INTERNATIONAL EQUITIES 17% 16.8%
EMERGING MARKETS 2% 1.2%
TOTAL 100%
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Old 09-01-2021, 06:58 AM   #285
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16.5% return YTD with 75% stocks and 25% cash like stuff.
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Old 09-01-2021, 07:06 AM   #286
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17.1% YTD on liquid assets
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Old 09-01-2021, 07:21 AM   #287
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9.7% YTD on 50/50 equity/fixed asset allocation.
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Old 09-01-2021, 07:22 AM   #288
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11.93% on a 60/40 allocation. My aggressively managed Roth has done 57.47% YTD.
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Old 09-01-2021, 07:34 AM   #289
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Join Date: Jul 2008
Posts: 35,712
Jan 31: +0.35%
Feb 27: +7.37%
Mar 31: +10.24%
Apr 30: 12.4%, stock AA 76%
May 28: 15.74%, stock AA 79%
Jun 30: 17.89%, stock AA 78%
Jul 31: 17.62%, stock AA 79%

Aug 31: 19.47%, stock AA 77.8%

I am working to reduce my stock AA, but it takes time because I am too attached to my shares.
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Old 09-01-2021, 07:36 AM   #290
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Join Date: Aug 2013
Location: North
Posts: 4,029
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.
Jul 21 +16.8% Easy update. Still 100% equity portfolio. >118mo to ER.
Aug 21 +21%. Beating all 3 major, DJI,SP500,Nasdaq
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2021 Investment Performance Thread
Old 09-01-2021, 07:44 AM   #291
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2021 Investment Performance Thread

S&P 500 21.57%

https://www.ytdreturn.com/on-s-p-500/
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Old 09-01-2021, 07:46 AM   #292
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YTD gain with 95% stock is 19.24%
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Old 09-01-2021, 08:00 AM   #293
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Location: On a hill in the Pine Barrens
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Quote:
Originally Posted by target2019 View Post
July 2021 - down a bit, cancelling out small gain of June. So back to 3 months ago or so. 2-year graph below showing monthly swings in total account balance.
August 2021
Just the swings of total portfolio value...
YTD return for actively managed 50/50 port is 10.82% (RLBGX).
Cash is being inserted in the Wedding "Blow That Dough" category.
This month the market paid for a band and photographer Lol!
Attached Images
File Type: jpg 2021 Aug.jpg (42.5 KB, 38 views)
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Old 09-01-2021, 08:41 AM   #294
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12.1% YTD, all-in, spend adjusted on a 2/3 equities AA. I didn't get all of the 27% of the S&P because half of the equities are not domestic.
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Old 09-01-2021, 09:06 AM   #295
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+ 13.65% YTD
aa: 80/18/2
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Old 09-01-2021, 10:58 AM   #296
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up 12.8% YTD on 50/50
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Old 09-01-2021, 10:58 AM   #297
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Just under 9%. Waiting to see if a targeted bet pays out or not. If not for that woulda been a couple points higher. I’m counting part of it as entertainment expense.
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Old 09-01-2021, 11:26 AM   #298
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Quote:
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11.93% on a 60/40 allocation. My aggressively managed Roth has done 57.47% YTD.
Wow, 57.47%? That is impressive! What do you have in it? Individual stocks?
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Old 09-01-2021, 11:36 AM   #299
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Up 10.38% on an AA of 50/50
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Old 09-01-2021, 11:49 AM   #300
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Posts: 358
+13.98% YTD thru 8/31. Our 12% cash & 10% DGI stocks were drags on the performance. Overall AA remains at 82/6/12. No buying or selling, just "holding" as I'm happy with what we own.

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