2022 Investment Performance Thread

[copyright1997reloaded]

November: +2.1%
YTD: -10.7%

 

[TB1960]

On our Schwab portfolio with an AA of 67/1/32 equity/bonds/cash we are..

YTD -13.48% ending August
YTD -18.73% ending September
YTD -14.60% ending October
YTD -11.53% ending November

 

[Andre1969]

Here's my latest...

01/31/2022: -5.07% YTD
02/28/2022: -7.26% YTD
03/31/2022: -4.98% YTD
04/29/2022: -13.11% YTD
05/31/2022: -13.55% YTD
06/30/2022: -20.87 YTD
07/29/2022: -13.54% YTD
08/31/2022: -17.33% YTD
09/30/2022: -25.27% YTD
10/31/2022: -19.37% YTD
11/30/2022: -15.97% YTD

It was nice to have a gain, on top of October's rise. First time in awhile too, that I've had two improving months, back to back.

 

[street]

Still down -11.60% YTD with an ~80/20 AA.

 

[RetireAge50]

-11.0% ~67% stocks the remainder in treasuries and CD’s.

 

[audreyh1]

YTD -10.13% which I admit makes me want to

I was hoping to be less than 10% down, but close enough!

 

[Ronstar]

-10.3% ytd

 

[38Chevy454]

-18.4% YTD for all accounts but has recovered over past couple months so guess that is nice to see I do have a current heavy equity allocation of 94% though.

 

[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%
Jul 29 YTD: -7.64%, stock AA 71.6%
Aug 31 YTD: -10.42%, stock AA 68.0%
Sep 30 YTD: -17.6%, stock AA 73.2%
Oct 31 YTD: -11.8%, stock AA about 60%

Nov 30 YTD: -6.34%, stock AA 61%

 

[MarieIG]

IDK - Numbers is Hard (credit REWahoo). In an effort to participate, I went to my Vanguard account and clicked on performance of investments to date - and attempted to do math. That account gave me (as of 11/30) -6.38

 

[KCGeezer]

Better but still down 14%.

 

[Jerry1]

Negative 7.62% on a 40 stock/60 bond portfolio.

 

[W2R]

YTD -10.13% which I admit makes me want to

I was hoping to be less than 10% down, but close enough!

Hey, that's pretty darn close! Congratulations.

 

[wdberry62]

YTD - 16.2% on 80/20 AA

 

[PatrickA5]

Down 10.2% 43/22/35

 

[SloHan]

AA 85/15 Down 12.66%

 

[Car-Guy]

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

There are times when being an outlier is a good thing. This is definitely one of those times.

 

[Mr. Tightwad]

Up 13.6% for 2022.

 

[Lakedog]

Nov 30 YTD: +10.9%

Still heavy to energy but currently only 26% equities.

 

[pb4uski]

-3.46% YTD. Includes some CD early withdrawal penalties this month that I am redeploying at higher rates... would have been -2.90% YTD absent those hits in Nov. C'est la vie!

11/30/2022	-3.46%
10/31/2022	-4.24%
9/30/2022	-4.95%
8/31/2022	-3.15%
7/31/2022	-2.86%
6/30/2022	-4.66%
5/31/2022	-3.08%
4/30/2022	-2.38%
3/31/2022	-1.28%
2/28/2022	-2.95%
1/31/2022	-2.29%

 

[homestead]

Down 7.3% YTD on 50/50

 

[Coach Shoe]

Down 6.7 on 50/50.

 

[sengsational]

Down 12.8%. Similar to 8/31. Much better than 9/30!

 

[RetiredAt49]

AA = 100% equities
YTD = -15.82%

 

[ImThinkin2019]

As of 12/2/22 AA 40/43/17

Month +4.57%
YTD -5.03%