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08-25-2009, 05:18 PM
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#41
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Thinks s/he gets paid by the post
Join Date: Mar 2009
Location: Pittsburgh, PA suburbs
Posts: 1,796
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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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08-25-2009, 05:43 PM
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#42
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Full time employment: Posting here.
Join Date: Aug 2005
Posts: 945
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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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08-25-2009, 05:53 PM
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#43
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,003
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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 I'd be down a lot less if we hadn't withdrawn a big chunk of our portfolio to live the last 20 months...but I suppose that's one of the very few downsides of being retired.
__________________
Numbers is hard
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08-25-2009, 06:20 PM
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#44
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2008
Posts: 5,176
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I am only checking the static account (only part of my diversified portfolio) where no money is contributed or withdrawn from, and that is 15% down.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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08-25-2009, 06:33 PM
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#45
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,067
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Quote:
Originally Posted by Running_Man
Up 18.7 percent excluding contributions.
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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.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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08-25-2009, 07:40 PM
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#46
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Recycles dryer sheets
Join Date: Aug 2008
Location: Central Massachusetts
Posts: 57
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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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08-25-2009, 07:45 PM
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#47
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,472
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Quote:
Originally Posted by Dawg52
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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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.
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities. - - H. Melville, 1851.
Happily retired since 2009, at age 61. Best years of my life by far!
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08-25-2009, 07:51 PM
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#48
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by REWahoo
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
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Is it safe to assume that the MH was purchased before this downturn?
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.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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08-25-2009, 07:56 PM
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#49
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,003
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Quote:
Originally Posted by NW-Bound
Is it safe to assume that the MH was purchased before this downturn?
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Yep, otherwise I'd still be tenting...
__________________
Numbers is hard
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08-25-2009, 08:05 PM
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#50
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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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...
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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08-25-2009, 08:05 PM
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#51
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2005
Location: Chicago
Posts: 13,151
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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.
__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
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08-25-2009, 08:18 PM
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#52
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 2,525
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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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08-25-2009, 08:30 PM
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#53
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2006
Location: Collin County, TX
Posts: 9,294
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__________________
There's no need to complicate, our time is short..
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08-25-2009, 08:30 PM
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#54
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Thinks s/he gets paid by the post
Join Date: Dec 2007
Posts: 4,764
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08-25-2009, 08:32 PM
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#55
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,067
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Quote:
Originally Posted by Want2retire
Already? Gee! If that was from your aunt's estate, it arrived with amazing speed and a tip of the hat to the executor.
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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.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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08-25-2009, 08:32 PM
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#56
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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08-25-2009, 08:35 PM
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#57
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by Dawg52
... 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...
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It's nice to know people's relatives still get along well when money matters are involved.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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08-25-2009, 08:40 PM
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#58
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,037
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Now I know where that expression "the longest pole in the tent" comes from.
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
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08-25-2009, 08:42 PM
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#59
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2006
Location: Collin County, TX
Posts: 9,294
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__________________
There's no need to complicate, our time is short..
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08-25-2009, 10:58 PM
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#60
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,769
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Up about 20% after withdrawals. Down about 25% from all time high in June 08.
__________________
There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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