2023 Investment Performance Thread

[ATXFIRE2034]

Loving the return in my Roth account year to date!

 

[ownyourfuture]

A blank photo [emoji115]- that’s helpful [emoji16]

Looks perfectly clear to me.

 

[RetiredAt49]

Looks perfectly clear to me.

Am I the only one who can’t see it? Perhaps it’s the native mobile app.

 

[target2019]

Am I the only one who can’t see it? Perhaps it’s the native mobile app.

Maybe post about your problem in the tech forum?

 

[eytonxav]

Am I the only one who can’t see it? Perhaps it’s the native mobile app.

No, but there are a couple of jokers here.

 

[TB1960]

On our Schwab portfolio with an AA of 70/30 equity/fixed income we are..

YTD +4.89% ending January
YTD +3.34% ending February
YTD +5.50% ending March
YTD +6.18% ending April
YTD +6.34% ending May
YTD +11.06% ending June
YTD +14.64% ending July

 

[retire48in2018]

YTD +25.4% 90/0/10

4% below peak.

 

[5Miler]

YTD - +16.3%

July - +2.8%

Asset Allocation 83/14/3

 

[Rickt]

July: 2.88%
YTD : 16.49%
AA: 80/18/2

 

[street]

Ytd 13.75%

 

[Andre1969]

Here's my latest...

1/31/2023: +7.08% YTD.
2/28/2023: +4.22% YTD.
3/31/2023: +7.18% YTD.
4/28/2023: +8.40% YTD.
5/31/2023: +8.96% YTD.
6/30/2023: +14.51% YTD.
7/31/2023: +17.96% YTD.

Last night's close also put me at an all time high, with regards to asset value. I haven't been this high since 1/3/2022.

Now, once you factor in additional investments since then, I figure I still need to see another 5.6% gain, roughly. Still, I ain't complaining!

 

[audreyh1]

Last night's close also put me at an all time high, with regards to asset value. I haven't been this high since 1/3/2022.

Don’t jinx anything!

 

[jaybee0]

March YTD +15.53%
April YTD +14.95%
May YTD +15.82%
June YTD +22.66%
July YTD +25.9%

Not adjusted for withdrawals

AA 90/10

 

[Rianne]

Aa 45/55

9.2%

 

[latexman]

AA 60/40 July YTD +14.3%

 

[kgtest]

Jan '23: +9.5% lol. I'll take it. Don't expect it to stick around though.
Feb '23: +7%.
Mar '23: +13% 99% Stocks, dividends included
Ooops, I realize I missed April, and May
Jun '23 +24.7%
Jul '23 +29% Losing to Nasdaq but on par with my A/A since I have about 42% of the portfolio in Small/Mid cap and the rest Mega. I should really stop farting around and just go all MegaCap MGK

 

[target2019]

Here's how our Total Portfolio Balance has been swinging:

Jan-23 +3.45%
Feb-23 -1.94%
Mar-23 +1.90%
Apr-23 +0.59%
May-23 -0.56%
Jun-23 +3.74%
Jul-23 +0.49%
2023 YTD +7.66%

At this time our AA is 55% Equity, 45% Fixed + Cash.

We gave significant gifts during the month, so stock performance gains are not seen.

We're making progress moving from 50% equity to 60%.

Before the end of this year we should hit our all-time high again, set at the close of 2021. Of course the stock market must cooperate...

 

[kgtest]

Before the end of this year we should hit our all-time high again, set at the close of 2021. Of course the stock market must cooperate...

We hit an all time high again last month...but DW and I had been plowing money in since close of 2021 so technically we are still not "fully" recovered. Like you, I expect this to happen before EOY, unless...markets.

 

[target2019]

We hit an all time high again last month...but DW and I had been plowing money in since close of 2021 so technically we are still not "fully" recovered. Like you, I expect this to happen before EOY, unless...markets.

Plowing turned to Reaping, or something like that!

 

[KCGeezer]

A bit over 14%. No complaints and no worries.

 

[SloHan]

July 3.94%

17.87% YTD

AA 88/12

 

[sengsational]

+9.5% nominal YTD on a 1/3 cash/bond allocation.

 

[HenryD]

July +2.5% incl contrib, NW +4.3%
YTD +16.4% incl contrib, NW +16.3%
Investments from 12/2021 peak +5.6% incl contrib
Actual AA 73/21/6, target AA 74/20/6

 

[RetiredAt49]

YTD (7/31/23) = +32.08%
AA = 100% equities (excluding rentals which isn't factored in the YTD above)

 

[street]

There are some great returns from you folks. I don't believe I ever been greater than the teens in percentages.

Great job!!