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Old 08-25-2009, 05:18 PM   #41
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Definitely down across the board but much improved of course from the first and second quarter of 2009.
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Old 08-25-2009, 05:43 PM   #42
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Sorry,

I had to figure it out myself. If I didn't count the income from securities, I would be down 30%, with income added about 22% down. I might add all the loss is from money I gave advisor. My attempt at picking stocks is just down 1% as of today, but unfortunately large portion was put with advisor.
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Old 08-25-2009, 05:53 PM   #43
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I'm down 20%. I'd be down a lot less if we hadn't withdrawn a big chunk of our portfolio to live the last 20 months...but I suppose that's one of the very few downsides of being retired.
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Old 08-25-2009, 06:20 PM   #44
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I am only checking the static account (only part of my diversified portfolio) where no money is contributed or withdrawn from, and that is 15% down. Considering DOW was in the excess of 12000 points then while it is hovering around 9500 points now, I would think most people are still under water unless they have tons in bonds. I know someone who moved all his money in October of 2007 to a stable value fund. I'm sure his number are much better than mine.
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Old 08-25-2009, 06:33 PM   #45
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Up 18.7 percent excluding contributions.
You need to write a book. Congrats! Actually I'm up a similar amount. I forgot to add in an inheritance account. But that would be cheating as far as what we are talking about here.
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Old 08-25-2009, 07:40 PM   #46
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In the early part of 2008, at the age of 59-1/2, I decided to take Suze Orman's advice and not be in the stock market if I needed my money within the next 10 years. I pulled it all out of my company's 401-K and rolled it over into a CD based IRA. I'm up a steady 5% and avoided the worst of the drop since the market was over 12,000 when I got out.
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Old 08-25-2009, 07:45 PM   #47
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You need to write a book. Congrats! Actually I'm up a similar amount. I forgot to add in an inheritance account. But that would be cheating as far as what we are talking about here.
Already? Gee! If that was from your aunt's estate, it arrived with amazing speed and a tip of the hat to the executor.

For a similar reason I can't really compare with December, 2007. I added the last of my inheritance on July 14, 2008, and with no withdrawals of anything, even dividends, my taxable account has recovered completely to the same level. However my TSP is considerably larger, as is my bank account, so overall my assets are still growing. But then, I am in the accumulation phase so it that is what is supposed to be happening.
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Old 08-25-2009, 07:51 PM   #48
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I'm down 20%. I'd be down a lot less if we hadn't withdrawn a big chunk of our portfolio to live the last 20 months
Is it safe to assume that the MH was purchased before this downturn?

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...but I suppose that's one of the very few downsides of being retired.
Same as with a poison, if it does not kill us it will leave us stronger.
Oops, speak too soon and might offend the market god.
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Old 08-25-2009, 07:56 PM   #49
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Is it safe to assume that the MH was purchased before this downturn?
Yep, otherwise I'd still be tenting...
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Old 08-25-2009, 08:05 PM   #50
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I also bought my 2nd home in late 2005.

Well, if not spent, the market would just take it back. That's my story and I am sticking with it.

SPEND, SPEND, SPEND... This economy needs lots of stimuli. The more you spend, the more you'll have...
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Old 08-25-2009, 08:05 PM   #51
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As of today's close, I'm down almost 15% vs. 12/2007. I'm retired and have been withdrawing that entire time. No major purchases or extraordinary expenses, but we're living fairly well. Even took the vacations we had considered postponing during the worse of the market doldrums.
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Old 08-25-2009, 08:18 PM   #52
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In absolute numbers, I'm down 11% since 12/31/07. I've also been taking a distribution of about 3.5 % per year. I also bought a new car - does that count? The virtues of 60/40 more or less...
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Old 08-25-2009, 08:30 PM   #53
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Yep, otherwise I'd still be tenting...
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Old 08-25-2009, 08:30 PM   #54
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Oh boy...
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Old 08-25-2009, 08:32 PM   #55
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Already? Gee! If that was from your aunt's estate, it arrived with amazing speed and a tip of the hat to the executor.
Pretty clean actually. Her brokerage acct was styled as a TOD to me so no hassles. She never married and thus no kids. Before my brother died, he asked my aunt to have her estate willed to me since I have always been the one living near by to help her out. Plus he knew when I croak, his kids will get my estate so it will trickle down to them one day anyway. And my aunt did not have a huge estate. But I am most appreciative to receive it.
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Old 08-25-2009, 08:32 PM   #56
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Such imaginative mind.
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Old 08-25-2009, 08:35 PM   #57
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... Before my brother died, he asked my aunt to have her estate willed to me since I have always been the one living near by to help her out. Plus he knew when I croak, his kids will get my estate so it will trickle down to them one day anyway...
It's nice to know people's relatives still get along well when money matters are involved.
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Old 08-25-2009, 08:40 PM   #58
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Yep, otherwise I'd still be tenting...
Now I know where that expression "the longest pole in the tent" comes from.
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Old 08-25-2009, 08:42 PM   #59
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Such imaginative mind.
I didn't bring it up.
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Old 08-25-2009, 10:58 PM   #60
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Up about 20% after withdrawals. Down about 25% from all time high in June 08.
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