2022 Investment Performance Thread

Jan 31, YTD -4.18%, stock AA 78.0%
Feb 28, YTD -3.22%, stock AA 73.8%.
Mar 31, YTD -0.18%, stock AA 74.7%
Apr 30, YTD -7.57%, stock AA 74.6%
May 31, YTD: -4.44%, stock AA 72.4%

Jun 30, YTD: -12.2%, stock AA 70.8%

June was a really bad month. It can only go up from here. :)
 
As of 1-Jul-22 our Portfolio is down <-12.44%> from 1-Jan-22.

Current Asset Allocation is 49.1% Equities, 43.7% Bonds, 7.2% Cash
 
Down 15.8% with 50/50 asset allocation, year to date. Not as much fun to watch this year. :)
 
A quick check for the first half 2022 stats. 60/40 portfolio with some covered call selling that blunted the drop slightly. I also withdrew $25K for living expenses so far, that's included in the drop:

2022 YTD:-18.3%, -$570K from ATH . Damn, I "lost" $1/2 a mill. Well that sucks. I don't think I'll check it again until EOY.

If I wanted to look at it thru rose colored glasses, I am up still up 16.6% for the most recent 24 months and have $135K more than I did on retirement day 21 months ago.
 
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^^^ If you don't check, you will not know if you become eligible for the "Million Dollar Club": the club of posters who lost a 7-figure sum in a market downturn.

In the subprime fiasco of 2008-2009, several posters had that honor. With the bull market since then, posters have become more prosperous, and the club membership will be more widespread this time.
 
Is it:

Buy on the dip?

Or catch a falling knife?


1) Buy on the dip: Right after you buy, the market goes up and you run a victory lap.

2) Catching a falling knife: You buy at 20% lower than the high, just to see it drops another 20%. You cry into your cheap beer, because that's all you can afford.

The two conditions are not mutually exclusive. First, 1) happens. Then a week later, 2) happens.
 
Number 2 is always worst than #1.
 
^^^ If you don't check, you will not know if you become eligible for the "Million Dollar Club": the club of posters who lost a 7-figure sum in a market downturn.

In the subprime fiasco of 2008-2009, several posters had that honor....
I was one of those. Less than 3/4 of the way now, but time will tell. Most of my money is in the Canadian TSX which has not lost what the S&P has.
 
I was one of those. Less than 3/4 of the way now, but time will tell. Most of my money is in the Canadian TSX which has not lost what the S&P has.

Yes.

As often claimed, my "superior" memory registered many disparate random things, and your loss then was one of the things I remember.
 
as of 30 Jun down 11.14%, AA=55/28/17 (or was AA as EOY2021, haven't checked lately)
 
As of june 30th, down 11.3% asset allocation was around 54S/46B at beginning of yr
 
Number 2 is always worst than #1.

Especially as you get older.

54420-One-Really-Good-Bowel-Movement.jpg
 
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I don't see the point in posting to this thread often, but since we're half way thru the year I'll go:

-15.7% YTD

The index I compare my returns to is (equity % x US total market) + (fixed income % x US total bond), where FSKAX is US total market and FXNAX is US total bond.

That composite is -16.3% YTD, so I'm every so slightly better off than expected.

In actuality my numbers are a bit better than that, as my portfolio tracker doesn't include interest from some fixed income products (I Bonds, CDs, savings accounts).
 
On 63/7/30 AA:

Jan YTD -4.43%
Feb YTD -6.28%
Mar YTD -4.96%
Apr YTD -11.24%
May YTD -11.1%
Jun YTD -16.3%
 
Umm, this month I think I'm going to plead the 5th. :p

Seriously though, here's the rundown...

1/31/2022: -5.07% YTD
2/28/2022: -7.26% YTD
3/31/2022: -4.98% YTD
4/29/2022: -13.11% YTD
5/31/2022: -13.55% YTD
6/30/2022: -20.87 YTD

I bottomed out on 6/17, when I was down 22.64%.
 
Overall net worth (not including home)
June: -6% (absolutely brutal as my energy holdings got hammered)
YTD: -14.2%
Current allocations: 48.9%/45.6%/5.6% (equities, cash/bonds, PM's & commodities)
 
Umm, this month I think I'm going to plead the 5th. :p

Seriously though, here's the rundown...

1/31/2022: -5.07% YTD
2/28/2022: -7.26% YTD
3/31/2022: -4.98% YTD
4/29/2022: -13.11% YTD
5/31/2022: -13.55% YTD
6/30/2022: -20.87 YTD

I bottomed out on 6/17, when I was down 22.64%.

So far :angel:
 
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