 |
|
01-31-2023, 02:59 PM
|
#21
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
|
 Quote:
Originally Posted by MichaelB
2023 investment performance threads merged
|
Thank you sir.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
|
01-31-2023, 07:11 PM
|
#22
|
|
Moderator
Join Date: Oct 2010
Posts: 10,725
|
+5.4%
|
|
|
|
|
01-31-2023, 09:18 PM
|
#23
|
|
Recycles dryer sheets
Join Date: Jan 2012
Posts: 442
|
+5.27% aa: 76/22/2
|
|
|
|
|
01-31-2023, 09:18 PM
|
#24
|
|
Recycles dryer sheets
Join Date: Oct 2021
Posts: 468
|
AA = 100% equities
YTD = 5.43%
|
|
|
|
|
01-31-2023, 09:31 PM
|
#25
|
|
Full time employment: Posting here.
Join Date: May 2006
Posts: 859
|
Two more months like this and I can erase 2022.
|
|
|
|
01-31-2023, 11:19 PM
|
#26
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2016
Location: SoCal
Posts: 1,293
|
-1.5%
*Finished in 3rd place last year, and was up 38% in '21
|
|
|
|
|
02-01-2023, 12:45 AM
|
#27
|
|
Thinks s/he gets paid by the post
Join Date: Sep 2012
Posts: 1,570
|
https://www.bespokepremium.com/think...r-performance/
Above a nice summary of various investments.
Value outperformed growth, but NASDAQ beat Dow? Howzat happen?
Interesting that both Mexico and Australia have double digit positive returns for the past twelve months.
__________________
You know that suit they burying you in? Thar ain’t no pockets in that suit, boy.
|
|
|
|
|
02-01-2023, 01:20 AM
|
#28
|
|
Recycles dryer sheets
Join Date: Feb 2020
Location: Apex
Posts: 53
|
On our Schwab portfolio with an AA of 68/28/4 equity/fixed income/cash we are..
YTD +4.89% ending January
__________________
Can’t I just skip to the part in my life where I’m living in Monaco driving a red Ferrari?
|
|
|
|
|
02-01-2023, 04:35 AM
|
#29
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,746
|
I just added it all up, and here's my result...
1/31/2023: +7.08% YTD.
Let's hope we have a few more months like this! 
|
|
|
|
|
02-01-2023, 05:09 AM
|
#30
|
|
Thinks s/he gets paid by the post
Join Date: Feb 2019
Location: St Pete
Posts: 1,243
|
+7.8% YTD. Sort of fun to have a bump up when I ran my EOM numbers with my morning coffee but it's just one mark on the chart so not too excited.
__________________
FIREd 7/2021 at age 47
|
|
|
|
|
02-01-2023, 06:45 AM
|
#31
|
|
Recycles dryer sheets
Join Date: Jun 2013
Posts: 340
|
+7.6% ytd.
|
|
|
|
|
02-01-2023, 07:54 AM
|
#32
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,421
|
+5.08% on 2/1/23
__________________
Living well is the best revenge!
Retired @ 52 in 2005
|
|
|
|
|
02-01-2023, 07:57 AM
|
#33
|
|
Thinks s/he gets paid by the post
Join Date: Jan 2014
Location: Bloomington, MN
Posts: 1,159
|
+2.3% as of 02/01. (Largest account is 30/70)
|
|
|
|
|
02-01-2023, 08:01 AM
|
#34
|
|
Moderator
Join Date: Oct 2010
Posts: 10,725
|
Quote:
Originally Posted by sengsational
+5.4%
|
Used stale data on one account. Turns out it's +6.2%. I really can't get a fix on it until the first of the month.
|
|
|
|
|
02-01-2023, 08:01 AM
|
#35
|
|
Recycles dryer sheets
Join Date: May 2013
Location: Ventura
Posts: 67
|
+8.35% YTD. Big chunk of portfolio in international helped this time.
|
|
|
|
|
02-01-2023, 08:27 AM
|
#36
|
|
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
|
Quote:
Originally Posted by target2019
|
Keeping it real for the end of January 2023. This is total portfolio value, not performance.
+4.17% for RLBGX 50/50 benchmark (that is performance).
+3.45% for our 50/50 portfolio.
What happened in January was a transfer of equity and cash to one child as a gift. Bills were also rather large due to OLED TV payment, dental surgery, and holiday presents.
Equity has climbed to 54%, and we can let that float to 60% without re-balancing. We're out of the retirement transition woods now, and going back to that 60/40 thing everyone talks about (and we had before retirement).
|
|
|
|
|
02-01-2023, 08:33 AM
|
#37
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2013
Location: North
Posts: 4,043
|
Quote:
Originally Posted by kgtest
Jan '23: +9.1% with FOMC right around the corner, poised to raise interest rates. Here's hoping the market keeps going up.
|
Yeah spoke a little too soon, apparently my index fund didn't update yet.
Jan '23: +9.5% lol. I'll take it. Don't expect it to stick around though.
__________________
Time > $$$ ~ 100% equities ~ FIRE @2031
|
|
|
|
|
02-01-2023, 11:26 AM
|
#38
|
|
Full time employment: Posting here.
Join Date: Feb 2017
Location: Severn
Posts: 947
|
+7.77%, 74/26 aa
|
|
|
|
|
02-01-2023, 01:51 PM
|
#39
|
|
Recycles dryer sheets
Join Date: Aug 2017
Posts: 480
|
+6.2 % for the first month of 2023.
__________________
Success unshared is failure
|
|
|
|
|
02-01-2023, 01:53 PM
|
#40
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,148
|
OK - +4.90% for the first month of the year. I'm quite delighted. Haven't had a month rally like this in a very long time.
Knocking on wood......
__________________
Retired since summer 1999.
|
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|
Linear Mode
