2022 Investment Performance Thread

[eytonxav]

Quote:

Originally Posted by NW-Bound The economy may not recover, but the market always leads. It's the same as the market is already down 20% from the top, but the economy just started to slow.

You said you were hoping Wellesley would recover by years end, so that is what I was referring to.

[NW-Bound]

Quote:

Originally Posted by VFK57 With current inflation, you will have losses with 2.8 - 4% income vs 8.6% inflation.

True. But she's waiting until more people post this emoticon before buying back in. She's losing less than market right now.

Market timing is not the same as hoarding cash forever.

I myself have lots of cash instead of bonds. Still love my stocks too much.

[teejayevans]

Quote:

Originally Posted by NW-Bound Except that the market may go a lot lower before it returns to its historical return of 9-10%/year.

It’s been a very organized decline, no panic yet…once panic sets in then it will be near the bottom.

[copyright1997reloaded]

A couple minutes before market close on the quarter....I don't think any of us will be pleased posting our YTD numbers. Ugh.

[NW-Bound]

Whoever loses less wins.

[copyright1997reloaded]

Quote:

Originally Posted by NW-Bound Whoever loses less wins.

Is it not better to have won then lost, then to have never won before?

[38Chevy454]

Quote:

Originally Posted by copyright1997reloaded Is it not better to have won then lost, then to have never won before?

As long as you don't lose it all.

^^^^
Just kidding, I have absolute surety that I will not go to zero. I'm a big market supporter, it got me to this point.

[NW-Bound]

Quote:

Originally Posted by copyright1997reloaded Is it not better to have won then lost, then to have never won before?

I will defer the question to Cathie Wood.

[Lawrencewendall]

-23% YTD. 67/33 AA

[NW-Bound]

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.

[gamboolman]

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

[Mr. Tightwad]

Up 3.4% YTD

[ncbill]

Is it:

Buy on the dip?

Or catch a falling knife?

[jimbee]

Down 15.8% with 50/50 asset allocation, year to date. Not as much fun to watch this year.

[bada bing]

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.

[NW-Bound]

^^^ 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.

[NW-Bound]

Quote:

Originally Posted by ncbill 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.

[RobbieB]

Number 2 is always worst than #1.

[kumquat]

Quote:

Originally Posted by NW-Bound ^^^ 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.

[NW-Bound]

Quote:

Originally Posted by kumquat 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.