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Old 07-02-2015, 03:39 AM   #61
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Up around 3% or so.
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Old 07-02-2015, 11:16 AM   #62
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+1.90% ytd
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Old 07-02-2015, 11:31 AM   #63
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Quote:
Originally Posted by mathjak107 View Post
fail-safe risk free portfolio is down ?

isn't that like jumbo shrimp , pretty ugly , and happily married ?
For sure, "pretty ugly" is an apt description.
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Old 07-02-2015, 11:40 AM   #64
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As of 6/30, I was flat for the year.
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Old 07-02-2015, 11:45 AM   #65
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Hey, everybody! Subtract out 1.27% from your YTD return.

Why? That's inflation from 1/1/2015 till 5/31/2015. June data is not yet available.
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Old 07-02-2015, 12:27 PM   #66
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Up 1%. Just rice and bean for the next quarter :-(
Wait! I am still working (OMY syndrome).
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Old 07-02-2015, 12:47 PM   #67
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We have to adjust to the reality of slower growth for our portfolio. For years, the stock we held in DW's biotech company provided us with outsize returns and helped boost our portfolio's overall growth (we have averaged about 16% annual return since 2000). The days of double digit annual growth are probably over for us.
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Old 07-02-2015, 01:47 PM   #68
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2.1% personal return (Not ER'd, excludes contributions). I had to double check my overall return since it on May 21st it was 4.1%. Ouch. Monday was a heck of a hit.


~65% equities, 35% bonds/stable value.
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Old 07-02-2015, 05:40 PM   #69
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Dunno, don't care, six months is not a meaningful period when my plan covers 30 years.
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Old 07-02-2015, 06:04 PM   #70
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flat ish.
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Old 07-02-2015, 06:15 PM   #71
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I meant to post this here:

On 6/30 my retirement portfolio was up 1.9% after withdrawals.

Just 2 trading days prior, it was up 2.9%.

It's hard for me to get excited about specific date performance as things fluctuate so much throughout the year.
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Old 07-02-2015, 06:21 PM   #72
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Dunno, don't care, six months is not a meaningful period when my plan covers 30 years.
When does it first start to become meaningful?
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Old 07-02-2015, 07:28 PM   #73
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Originally Posted by mathjak107 View Post
fail-safe risk free portfolio is down ?

isn't that like jumbo shrimp , pretty ugly , and happily married ?
You are TOOO FUNNY!!!!
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Old 07-02-2015, 08:20 PM   #74
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50/50 aa ytd +2.36%
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Old 07-02-2015, 09:00 PM   #75
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Yes
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Old 07-02-2015, 09:45 PM   #76
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Old 07-03-2015, 05:24 AM   #77
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Down about 2% due to some planned expenditures- with those out of the picture, just about even.
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Old 07-03-2015, 05:50 AM   #78
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Adjusted for WD, + 2.07% (non-inflation adjusted), benefited from being in the process of rolling over DW's 457(b) so current AA was 45/51/4 leaving more cash on the table than normal. Used some of that cash for a successful short term trade based on the famous 2015 Greek Drama.
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Old 07-03-2015, 06:49 AM   #79
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I am at 4.46% for some odd reason.

Did not deduct for inflation and no withdrawals (only contribs).

I am on a strange diet of Muni Bonds and stocks tilted with Biotech/healthcare returns....

Munis are still better than CDs in my opinion- most get called....so the horizon isn't as long as it might appear...
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Old 07-03-2015, 08:18 AM   #80
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In another thread I posted that overall performance is 2% or so. Here are 401k details. Percentages next to actual funds are % of AA in just this plan.

YTD Rate of Return 4.36%
Stable Value Fund 10.50%
Small/Mid-Cap Indexed Equity Fund 50.50%
MSCI EAFE Indexed Equity 22.00%
Emerging Mkts. Indexed Equity 14.50%
Commodities Fund 2.50%

When these funds are spliced in with everything else, it does make sense! IOW, really just 15% in small/midcap US.

Glad I did this, as I found the fund lineup in my 401k changed recently, and I will need to look into. Might be able to simplify the international and shave off a few basis points of expense.
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