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2024 Investment Performance Thread
Old 02-01-2024, 05:24 AM   #1
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2024 Investment Performance Thread

After a quick consult with Audrey1, here we are...the 2024 Investment Performance Thread!

January was an interesting month, let's see how folks did (I would expect to see some positive and some negative results).

ETA: Link to last years thread: https://www.early-retirement.org/for...ad-116550.html
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Old 02-01-2024, 05:28 AM   #2
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Was up nicely on 1/30, but gave it back on 1/31!

Essentially flat YTD.
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Old 02-01-2024, 05:29 AM   #3
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up 1%
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Old 02-01-2024, 05:35 AM   #4
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Link to my December results: https://www.early-retirement.org/for...ml#post3032459

Preliminary January 2024 results:
January: -0.2%
YTD: -0.2%
YoY: +8.4%
Since 12/31/22:+10.7%
Since high [12/31/21]: -2.4%
Since 12/31/20: +9.1%
Since 12/31/19: +24.1%

I was "up" as of two days ago, but the end of month market dip has pushed this into negative territory.

Allocation is still around 42% equities, 52% bonds (mostly short term or inflation adjusted), 6% precious metals/other.

I use a pretty basic approach to calculations in terms of returns, not really adjusted for inflows or outflows. But, having just done some rough calculations of 2023 spend, I am not adding new funds for investment (if anything, spending more than income).
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Old 02-01-2024, 06:01 AM   #5
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Well, it was OK until yesterday. I'm not even gonna look.
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Old 02-01-2024, 06:04 AM   #6
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The port is a little flat. -.04% lost from the total.

We converted the last of her IRA to Roth. Bought two CD's. Gave DIS to son. Just moving money here and there, and enjoying life.

The AA is close to expected.
62.33% Equity
20.35% Fixed
17.31% MMF and iBonds
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Old 02-01-2024, 06:06 AM   #7
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Not a pretty ending to the month.

Jan - Up 0.9%
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Old 02-01-2024, 06:29 AM   #8
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Up 1.2% for January. This includes month-end interest payments.
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Old 02-01-2024, 06:56 AM   #9
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Still in the hovering range of all time high, I did end up plus .90% for YTD, one month in. It is an interesting start of the year.

A couple days before the end of the month I had a plus 2.15% growth YTD. Things can change in a hurry and make a lot of difference in dollar amount.
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Old 02-01-2024, 07:03 AM   #10
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On our Schwab portfolio with an AA of 60/40 equity/fixed income we are..

YTD +1.14% ending January
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Old 02-01-2024, 07:14 AM   #11
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Up 0.42% YTD as of today (so for January). With the roller coaster ride we had, I'm pretty happy with that!
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Old 02-01-2024, 07:24 AM   #12
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I added it up this morning...

1/31/2023: +1.05% YTD.

Just by itself, that's a nice number. But as of 1/29 I was up 2.41%. And in 2023, that first month gave me 7.08%.

Still, I'm not gonna be greedy! I'm happy with it!
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Old 02-01-2024, 09:34 AM   #13
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-1.3%. I usually don't look one day to the next, but at month-end, if I'm not consumed with other more interesting things in life, I do a more accurate pull and merge the instantly priced stuff after the close on the 31st with the stuff that's priced once a day, on the 1st. Hard not to see the hit.
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Old 02-01-2024, 10:37 AM   #14
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Up 5.45% for Jan!
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Old 02-01-2024, 12:30 PM   #15
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Up 0.7% for the first month on a 65/35 portfolio. Since Feb will have an extra day this year, maybe it will work harder!
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Old 02-01-2024, 12:53 PM   #16
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Up 0.68% for the month.

66% stocks
21% bonds
13% money market funds

I'll take it.
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Old 02-01-2024, 01:01 PM   #17
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Up 0.22% for January. Enough for a new high in our investable assets.
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Old 02-01-2024, 01:13 PM   #18
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-0.15% (79/18/3)
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Old 02-01-2024, 01:19 PM   #19
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In January I did a Roth conversion, a spending withdrawal and rebalanced. At month end +.65%.
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Old 02-01-2024, 01:24 PM   #20
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I do my net worth statement every quarter, not due until 3/31.
I have property I have held on the books at $155k for 12 years. I signed a sales agreement 2 months ago for $275k. So, since I now have a value for the land do I increase it's value in my net worth statement, or wait until closing.


Yes, I have sellers remorse, did I sell it to low? The plan is to build a Dollar General on the property. But they wanted many months to do their due diligence on my time. I should get the deposit in my account in 35 days that I get to keep, but they still have several more months to back out, if they find some problem.
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