2023 Investment Performance Thread

[kgtest]

Jan '23: +9.5% lol. I'll take it. Don't expect it to stick around though.
Feb '23: +7%.

 

[gcgang]

https://seekingalpha.com/article/4583312-major-asset-classes-february-2023-performance-review

Above link a nice summary of YTD returns.

My measly 1.7% isn’t helping erase the almost 12% loss in 2022.

 

[copyright1997reloaded]

Forgot to do January.
Jan +2.4%
Feb +0.2%
YTD +2.6%
From Peak (12/31/21) -10.2%
Asset Mix: TBD, as of 12/31/22 was 39% equities, 56% fixed, 6% PM's/commodities.

 

[Whisper66]

YTD return is +4% on a nominal 75%/25% asset allocation. I'm happy with that.

 

[youbet]

2/28/23 YTD

My 60/40 portfolio = 3.08%

S&P 500 = 3.69%

Schwab's 60/40 passive portfolio = 3.14%

 

[retire48in2018]

Jan + 11.1%
Feb YTD +7.7%

90/10

 

[ImThinkin2019]

Asset Allocation 43 equities/40 income/17 cash

Jan +5.54%

Feb -.49%
Feb YTD +5.03%

 

[sengsational]

Gave back a lot of what showed in January. Still ahead for the year at +2.6% on a 2/3 equities allocation.

 

[gamboolman]

As of 1-Feb-23 we were up 3.98% from 1-Jan-23.

As of 1-Mar-23, we are up 1.13% from 1-Jan-23.

Current Asset Allocation is 50.4% Equities, 33.3% Bonds, 16.3% Cash.

 

[KCGeezer]

Gave back about a point in Feb, 4.8% overall at end of the month.

 

[audreyh1]

Through Feb 28 +2.82%

 

[NW-Bound]

1/31: 5.6%, stock AA of 58%.

2/28: 4.4%, stock AA of 62%.

 

[Andre1969]

I added it up yesterday, but forgot to post. Anyway, here's the latest:

1/31/2023: +7.08% YTD.
2/28/2023: +4.22% YTD.

It was a bit of a letdown, giving back almost 1/3 of the gain I saw in January. Even more annoying, I was up to around 9.55% on 2/2, so initially February had been off to a great start. And even as recently as 2/15, I was still up a bit over 9%. Still, I was down by 7.26% as of February 28, 2022, so this year is definitely an improvement, so far.

 

[SloHan]

As of 02/28 +4.17% YTD. AA is 83/17.

 

[Jimonlimon]

I’m still gauging against January 2020 (BC). Equity funds are up 30+% and bond funds are at best flat.

This year to date my total is up 4%

My asset allocation was about 70% equity funds and 30% bond funds and similar. I’m gradually dumping the bond funds in favor of CD’s because if I can’t trust bond funds in a down market what’s the point?

 

[Jeffman52]

2023 +4.59% YTD 2023



However -7.5% since the high in early Jan 2022

 

[marko]

Today, I'm back at 0% for the year. Exactly where I was January1, almost to the dollar. Bummer. At least I'm not negative but it's only 7am.

Just four weeks ago, I was up 5+%. On the plus side, my dividends keep coming in regardless which pays the bills, but a little upside would be nice.

 

[Still Learning]

+3.9% YTD thanks to shift to Fed MM Fund and short term CDs. Still have equity and retirement date funds but the returns are still not there at this time.

 

[VanWinkle]

I’m still gauging against January 2020 (BC). Equity funds are up 30+% and bond funds are at best flat.

This year to date my total is up 4%

My asset allocation was about 70% equity funds and 30% bond funds and similar. I’m gradually dumping the bond funds in favor of CD’s because if I can’t trust bond funds in a down market what’s the point?

Less than 10% of the time they failed is hardly the reason for a lack of trust.

VW

 

[retire48in2018]

+9.91% YTD. 90/10 AA.

I’m down 10% from peak

 

[RetiredAt49]

Does anyone know if Fidelity's "YTD Performance" number (which shows on their website and their mobile app) include or exclude withdrawals taken (e.g. when I pull dividends/money out of our taxable brokerage account)?

 

[TB1960]

On our Schwab portfolio with an AA of 65/35 equity/fixed income we are..

YTD +4.89% ending January
YTD +3.34% ending February
YTD +5.50% ending March

 

[jaybee0]

+14.62% YTD.

Down 10.8% from peak.

 

[TB1960]

+14.62% YTD.

Down 10.8% from peak.

Same, down 10.81 from peak back on Dec 27, 2021

 

[copyright1997reloaded]

March +1.8%
YTD +4.5%
From peak -8.5%
At peak, I was about 65/30/5 (equities, fixed, PM), now about 40/55/5.