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03-07-2022, 01:38 PM
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#181
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Moderator Emeritus
Join Date: Apr 2011
Location: Conroe, Texas
Posts: 18,731
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Whoa! Just checked and I am UP 0.08% YTD. Things are heading south!  Go oil stocks, go!!!
__________________
*********Go Yankees!*********
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03-07-2022, 02:18 PM
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#182
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Recycles dryer sheets
Join Date: Jan 2018
Location: Boise
Posts: 229
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-9.4% YTD on 62/38 AA. Up about 7% overall since I retired in Oct 2020.
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Regards,
Tom
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03-07-2022, 06:14 PM
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#183
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Thinks s/he gets paid by the post
Join Date: Oct 2002
Location: Chattanooga
Posts: 3,895
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All I can say is, today was brutal !
__________________
Earning money is an action, saving money is a behavior, growing money takes a well diversified portfolio and the discipline to ignore market swings.
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03-07-2022, 06:17 PM
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#184
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2013
Location: Limerick
Posts: 5,655
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Up 8.74% over the past year. It’s better than looking at YTD. [emoji23]
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03-07-2022, 09:45 PM
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#185
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Recycles dryer sheets
Join Date: Mar 2015
Posts: 66
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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
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03-07-2022, 11:33 PM
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#186
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Recycles dryer sheets
Join Date: May 2021
Posts: 101
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 Quote:
Originally Posted by Dash man
Up 8.74% over the past year. It’s better than looking at YTD. [emoji23]
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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).
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03-11-2022, 03:44 PM
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#187
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Full time employment: Posting here.
Join Date: Feb 2019
Location: NC
Posts: 568
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Down 6.5% YTD on 55% stocks.
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03-24-2022, 07:41 PM
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#188
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Recycles dryer sheets
Join Date: Apr 2005
Posts: 415
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Up 3.8%
90% stocks
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-----------------------------------------------------
Whatever you do will be insignificant, but it is very important that you do it.
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03-31-2022, 07:52 PM
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#189
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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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.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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03-31-2022, 09:15 PM
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#190
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Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
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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
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
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03-31-2022, 10:15 PM
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#191
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Thinks s/he gets paid by the post
Join Date: Jan 2015
Posts: 1,539
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Still down about 4% on 70/30 AA.
__________________
Wisdom starts with wonder
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04-01-2022, 03:52 AM
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#192
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Recycles dryer sheets
Join Date: Jan 2011
Location: Hilton Head Island
Posts: 325
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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.
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04-01-2022, 04:27 AM
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#193
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,746
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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!
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2022 Investment Performance Thread
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04-01-2022, 04:51 AM
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#194
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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2022 Investment Performance Thread
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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04-01-2022, 04:59 AM
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#195
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Recycles dryer sheets
Join Date: Feb 2020
Location: Apex
Posts: 53
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On 63/7/30 AA:
Jan YTD -4.43%
Feb YTD -6.28%
Mar YTD -4.96%
__________________
Can’t I just skip to the part in my life where I’m living in Monaco driving a red Ferrari?
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04-01-2022, 05:35 AM
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#196
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,722
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50/50 Portfolio BALANCE
| Jan-22 | -3.87% | | Feb-22 | -1.29% | | Mar-22 | +0.62% | | YTD | -4.53 |
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04-01-2022, 05:49 AM
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#197
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Recycles dryer sheets
Join Date: Sep 2019
Location: Leander
Posts: 102
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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.
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04-01-2022, 05:57 AM
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#198
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Moderator Emeritus
Join Date: Apr 2011
Location: Conroe, Texas
Posts: 18,731
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Up 1.75% due to energy ETF and some energy stocks.
__________________
*********Go Yankees!*********
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04-01-2022, 06:26 AM
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#199
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Thinks s/he gets paid by the post
Join Date: Oct 2010
Posts: 1,226
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-5.4% with 54% Stock/46% (Bonds/Cash)
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04-01-2022, 06:42 AM
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#200
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Dryer sheet wannabe
Join Date: May 2021
Posts: 14
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-6.0% on 84/16 stock/bond. Stocks are about 2/3 US, 1/3 Intl.
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