2022 Investment Performance Thread

[Lakedog]

Quote:

Originally Posted by Franklin Funny how this thread started on the 15th and the responses showed an interesting and steady performance decline 6 days later.

Made me look at my post from the 16th:

"Up 3.2% (55% equities) - primarily due to energy slant (OKE, KMI,VDE) which has more than offset drop in VTI."

Five trading days later, I'm only up 1.1%. I do plan a bit of buying if the market continues the down trend but other than a specific stock or two, probably won't add much unless the market is down at least 20%.

[Dog]

We are down, but I’m not going to calculate how much. We withdrew our living expenses for 2022 earlier this month, so no need to touch our accounts for the remaining year.
It’s possible this may be the beginning of a market decline. If so, we will get to test our plan and see how we fare.

[BGH1]

Quote:

Originally Posted by sengsational S&P 500 5.7% off the recent peak.

Ya I’m down like the S&P but will go up like the S&P

[foxfirev5]

Nothing to report yet. My cash bucket has 20k or so extra but that certainly won't move the needle. Somebody please wake me up when we're down over 20%. With a LMP plan in place there is still not too much I'll do.

[ATXFIRE2034]

Quote:

Originally Posted by aja8888 How are you down 1.9% on cash?

I have less cash than I started the year with due to some travel expenditures extending into next year.

[BGold]

Our portfolio is down 2.4% as of 1/21/2022 with a 35/55/10 (equity/bond/cash) port. We are already in RMD land so this number already includes the first month. Have already pecked at VTI during the dip.

[audreyh1]

Quote:

Originally Posted by 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!

Same here - about feeling sanguine.

Glad I gifted some highly appreciated securities to our DAF in Nov last year which turned out to be near the peak.

I just pretty much sit on my hands, and if it gets bad enough I look for tax loss harvesting opportunities. It’s not anywhere near bad enough yet.

[Phroig]

"Feeling sanguine."


The market's basically back to where it was six months ago, so perhaps we haven't felt any significant pain yet. I have accounts with a few different providers, so I only check my complete portfolio every quarter-end. I started the year with 40% in equities and bit too much cash, so I've been investing a bit of it every day. I wouldn't mind getting to 60% equities.

[aja8888]

Quote:

Originally Posted by ATXFIRE2034 I have less cash than I started the year with due to some travel expenditures extending into next year.

Ok, I thought maybe your cash lost value.

[NW-Bound]

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...

I am greedy, and I do ask for more. Like a few sets of wheels, and some booze to wash the food down.

Lemme check. I still have 3 cars and a motorhome. And my booze cabinet still has the 50 bottles of spirit or so from the last time I counted (to make a post on a recent booze thread). I have fewer than 2 dozen bottles on the wine rack.

And as my wife emptied out the freezer of the main fridge for me to replace the defrost heater just now, I counted 5 NY steaks, and numerous other meat and seafood portions. Hmmm... I guess the lamb racks and lamb shanks must be out in the auxiliary fridge in the utility room.

[RetiredHappy]

We are 80-20, cash not included in mix, and we are down 6%. We have enough cash and annual dividends/interests to last us for many years.

[rdy4er]

Not loving the down turn since I sent in my letter of resignation on 1/12, last day is 1/26. Can I get a recall on that letter?

[street]

Quote:

Originally Posted by NW-Bound I am greedy, and I do ask for more. Like a few sets of wheels, and some booze to wash the food down. Lemme check. I still have 3 cars and a motorhome. And my booze cabinet still has the 50 bottles of spirit or so from the last time I counted (to make a post on a recent booze thread). I have fewer than 2 dozen bottles on the wine rack. And as my wife emptied out the freezer of the main fridge for me to replace the defrost heater just now, I counted 5 NY steaks, and numerous other meat and seafood portions. Hmmm... I guess the lamb racks and lamb shanks must be out in the auxiliary fridge in the utility room.

Your set Brother!
We can be a greedy bunch but really it comes down to health and just the essentials of life for me. I have a lot but only need a little to be so happy and content. That is why we have money because we need so little (frugal).

[RobbieB]

It's not about needs, it's about wants -

[matjung]

My first week this year, was the best first week ever.
Then came FED and most positions stopped going up.
I don't know exactly what my performance is.

My assets are distributed among banks and accounts.

Best stocks for the moment: PBR, VALE
Worst investment since begin of the year: TKA (DE000750000)
I think I'm somewhere between +1 and +3%

Once a quarter, I'm doing the number crunching.
Haven't done the numbers for last year yet.

Most positions are so called value stocks, some dividend paying ETF on regions or sectors

I should have sold Greek Government Bonds.

[NW-Bound]

Quote:

Originally Posted by RobbieB It's not about needs, it's about wants -

True that.

At some point, I will want not a boat but a nice class B RV. Right now, I still want some more money. It's to show to myself I can conquer greed and fear as an investor.

I still remember in an interview with Soros, Bartiromo asked him why he still wanted more money which he could not spend. Soros said that it was to show that he could still understand how the world worked.

And Soros was a billionaire, while I am still trying to figure out how this stock market works.

[target2019]

Quote:

Originally Posted by sengsational I didn't see an investment performance thread for 2022. The last two were started by robnplunder, but he hasn't posted since November, so I thought I'd get the ball rolling because..... As of the middle of January, the S&P 500 is DOWN 2.74% (based on quick math on VFINX), and I thought it might be interesting to see how far down most of us are, and give those who are holding cash a little bit of bragging space Maybe we should have a contest for who is the farthest down and when they get above water. And of course we'll make note of those who are conspicuous by their absence Personally, I'm down 1.9%, all-in, spend adjusted with about 2/3 equities. This year I'm going to try something different on spend adjusting. Earlier, I had taken the annual expected spend amount, divided it by 365, then multiplied it by the number of days so far in the year. But yesterday I wrote a program that attempts to tally just the appropriate actual spending (and ignore the transfers) out of my accounting system. We'll see how that works. Easy to manually examine, as there are of course only 15 days so far. We'll see if this holds-up, or is too much trouble. For continuity, last year's thread is here: https://www.early-retirement.org/for...ad-107177.html

Just a note about thread drift. Not wanting to interfere with the ongoing discussion, but there are other threads about individual stocks, dips, and what I'm buying. I think the original intent of this topic in past years was an interesting one. At the end of each month members logged their investment accounts and computed investment performance year-to-date. So it was a monthly YTD thread. Of course there were follow-up conversations to ease the pain or share the joy.

It's fine with me if it becomes something else. There are probably no rules written down about this in any of the past years, so "whatever" is fine with me.

Cheers!

[steelyman]

Good point, target2019, especially early in the year.

I remember someone took the time to plot returns vs asset allocation one year, it was interesting. That would be very difficult to do in a thread that combined data with various ramblings.

[street]

^^ I agree the thread has got off track from what from original purpose of thread was at one time.

[pb4uski]

Quote:

Originally Posted by 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.

Not even a correction.... yet.