lem1955
Recycles dryer sheets
- Joined
- Mar 1, 2007
- Messages
- 315
Down 6.1% on 57/42/1 AA. I have enough in cash so don't have to sell securities, and a CD maturing in November for next year. Not holding my breath yet.
2022 Investment Performance Thread
- Thread starter sengsational
- Start date
target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Note to self, break out the cash from fixed next report.
I don't normally look except at the end of each quarter but seeing the results of others made me curious. As mentioned in earlier posts, I am heavy on energy equities and planned to cut my exposure when prices rose. So YTD I benefited from the increase in oil prices. Am up 6.3% YTD. Last month I sold off some Oil / Gas exposure so am now about 65 equity /35 fixed asset allocation.
NW-Bound
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 3, 2008
- Messages
- 35,712
Canada and Australia held up. Maybe if you speak English in an interesting way, the market gods spared you.
Both countries' economies are heavy in natural resources, oil/gas for Canada, mining for Australia. They hold up well in an inflationary environment.
aja8888
Moderator Emeritus
Whoa! Just checked and I am UP 0.08% YTD. Things are heading south! 
Go oil stocks, go!!!
Go oil stocks, go!!!tominboise
Recycles dryer sheets
-9.4% YTD on 62/38 AA. Up about 7% overall since I retired in Oct 2020.
frayne
Thinks s/he gets paid by the post
All I can say is, today was brutal !
Rainbowdash
Recycles dryer sheets
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- Mar 11, 2015
- Messages
- 66
I’m down, but don’t know how much, 95% or so in equity. But as always Market will always come back. The only reason I look is to see when to do tax loss harvesting
HealthyFuture
Recycles dryer sheets
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- May 12, 2021
- Messages
- 101
This indeed seems to be a better way to look at it [emoji1]. March ‘21 to March ‘22 — no change in the statements (even with tons of contributions!) Otherwise YTD -8.7%.
It’s not feeling so smart to be soon leaving behind my salary in the midst of this, but hoping this too shall pass (someday).
NW-Bound
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
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- Jul 3, 2008
- Messages
- 35,712
Another month, another bookkeeping entry.
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%
I was in the black and up to 1.75% YTD 2 days ago, but it did not last.
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%
I was in the black and up to 1.75% YTD 2 days ago, but it did not last.
Jan: -8.62% as interest rates are on the move, FOMC rate hike talk, Ukrainian invasion fears, and Omicron Virus continues to run rampant.
Feb: -11.48% What goes up, must come down? Lots of uncertainty, I know I am feeling the same as the market. A sad month for some indeed as the war machine moves on. If I look at the longer term 8yr avg it makes me "feel better' averaging +27% returns.
Mar: -9% This time isn't different Was a fun little "whee" ride this month
Feb: -11.48% What goes up, must come down? Lots of uncertainty, I know I am feeling the same as the market. A sad month for some indeed as the war machine moves on. If I look at the longer term 8yr avg it makes me "feel better' averaging +27% returns.
Mar: -9% This time isn't different Was a fun little "whee" ride this month
levindb
Recycles dryer sheets
On 60/40 AA:
Jan: -4.05%
Feb: -1.62%
Mar: +0.33%
YTD: -5.29%
These things happen...we are still living...and not eating cat food.
Jan: -4.05%
Feb: -1.62%
Mar: +0.33%
YTD: -5.29%
These things happen...we are still living...and not eating cat food.
Andre1969
Thinks s/he gets paid by the post
Here's my monthly update...
1/31/2022: -5.07% YTD.
2/28/2022: -7.26% YTD.
3/31/2022: -4.98% YTD.
At my worst, I was down 12.06%, on 3/14, to the late month rebound was pretty nice. And overall, it broke the downward trend I was starting, with January being down, and then March being down from that. Before this, the last time I had two down months in a row was September/October 2020. And February/March 2020 before that.
I haven't had three down months in a row since way back in May/June/July 2010. Hopefully it stays that way!
1/31/2022: -5.07% YTD.
2/28/2022: -7.26% YTD.
3/31/2022: -4.98% YTD.
At my worst, I was down 12.06%, on 3/14, to the late month rebound was pretty nice. And overall, it broke the downward trend I was starting, with January being down, and then March being down from that. Before this, the last time I had two down months in a row was September/October 2020. And February/March 2020 before that.
I haven't had three down months in a row since way back in May/June/July 2010. Hopefully it stays that way!
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steelyman
Moderator Emeritus
Retirement portfolio YTD return through Q1 2022 -8.34% vs benchmark VTHRX (Vanguard Target 2030) -5.65%. Stock/bond allocation follows VTHRX (64/36).
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target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
50/50 Portfolio BALANCE
| Jan-22 | -3.87% |
| Feb-22 | -1.29% |
| Mar-22 | +0.62% |
| YTD | -4.53 |
ATXFIRE2034
Recycles dryer sheets
AA = 93.5 / 0 / 6.3 / 0.2 (equities / bonds / cash / crypto)
Investable assets down 4.7% YTD at close of Q1.
Net Worth up 0.8% YTD at close of Q1.
Investable assets down 4.7% YTD at close of Q1.
Net Worth up 0.8% YTD at close of Q1.
aja8888
Moderator Emeritus
Up 1.75% due to energy ETF and some energy stocks.
jimbee
Thinks s/he gets paid by the post
- Joined
- Oct 11, 2010
- Messages
- 1,227
-5.4% with 54% Stock/46% (Bonds/Cash)
