2022 Investment Performance Thread

[SloHan]

I’m down 2.46% so far this year. Still running the 85/15 AA. Equities mostly VFIAX, TSP C fund and VTI. Bonds TSP G fund and I bonds.

[sengsational]

S&P 500 5.7% off the recent peak.

[NW-Bound]

^^^^ The drop of 5.7% is for this week alone.

On Jan 3 and Jan 10, the S&P closed at 4797.

Today, it closed at 4398, for a drop of 8.3% from its all-time high.

[RetiriusMinimus]

Investment/401K accounts down 3.6% ytd at 50% equity. Doing a deep dive of my funds to realign….as I’m only now starting to focus on this…. My stupidity… Net worth up 20% though due to savings and RSU’s. (Not including home value)

[aja8888]

Up 1% YTD. Thank you energy stocks and energy etfs.

[TB1960]

We are down 6.23% according to our Schwab retirement portfolio as of close of business today. AA is 64/8/27, equities, bonds, cash.
No worries, we shouldn't require funds from the account for years to come.
We are still trying to decide what to do with the cash in the account.

[lem1955]

Down 3.9% AA 58/35/7 with a lean toward value.

[HealthyFuture]

I’m sure I should be reporting this differently, but in my IRA I’m down 7% and in my Vanguard Roth and taxable accounts down 6%. Roughly 85% stocks in those accounts. Though I’ve had money in the stock market for 30 years and have ignored the ups and downs all that time, I concede it makes me really nervous now that I’m turning off the income flow later this year…. Yes, I have three years of cash separate from that, but still….

[mebden]

I'm down almost 12% from my total balance on my IRA since November 2021 my AA is 100% stock. Now I wait and see how long it takes to get back to my original balance from November. So, everyone else is doing super great compared to my results

[Andre1969]

I just added it up after seeing this thread. I'm down about 7.2% YTD. I was up a bit on January 3, so using that, I'm down about 7.71% from that peak.

[ATXFIRE2034]

YTD: down 7.8% on equities (55% being S&P 500 index), down 1.9% on cash and down 28.5% on crypto. Down 7.4% across the portfolio.

I am truly surprised by the amount of people that I talk to that don't understand that the market doesn't always go one way.

[Looking4Ward]

I'm down almost an even 7% since the first of the year. I have end of year capital gains distributions sent to my bank account to be used to pay expenses for the coming year but decided last week to transfer most of it back into my investments for some possible growth after this (continuing) correction.

[frayne]

Don't know and don't care as it is way too early to even think about gains or losses for 2022. I'm still basking in the gains of 2021. It is probably much more useful to look at a 12 month moving average as opposed to YTD stats, especially when we just hit the half way through January period. Just my two centavos, have a great day.

[street]

^ true! I know even with it down (I haven't Looked) I know I will be eating good and still have a roof over my head. I really can't ask for more than that and I'm satisfied.
Fun to look but not anything to get excited about for sure.

[aja8888]

Quote:

Originally Posted by ATXFIRE2034 YTD: down 7.8% on equities (55% being S&P 500 index), down 1.9% on cash and down 28.5% on crypto. Down 7.4% across the portfolio. I am truly surprised by the amount of people that I talk to that don't understand that the market doesn't always go one way.

How are you down 1.9% on cash?

[HenryD]

Investments off 4.8% (AA 74 stock/20 bond/6 cash). Grateful that my play money is in cash while we are on vacation/property hunting.

Crypto is down 22% and has gone from 0.42% to 0.34% of NW.

[HealthyFuture]

Quote:

Originally Posted by street I know I will be eating good and still have a roof over my head. I really can't ask for more than that and I'm satisfied.

Thank you, street, as always for your excellent perspective.

[audreyh1]

Dropping, dropping. Whatever!

[Franklin]

Funny how this thread started on the 15th and the responses showed an interesting and steady performance decline 6 days later. It was a nasty week. I tend to have an affection for big tech and that love affair is being tested. Anyway i keep about 20% of my stash in cash but my overall performance returns are down just over 5% this month. There has to be a pony under this pile somewhere!

[Retire2023]

Down about 6.2% NW YTD. So far, I find myself pretty sanguine about the decline. I have some open orders, if thing keep dropping, I can pick up some sales. This is what the market does!