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12-13-2019, 04:23 PM
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#141
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Recycles dryer sheets
Join Date: Nov 2017
Location: -
Posts: 220
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Quote:
Originally Posted by Dtail
On a somewhat related note for those that have monies at Fidelity.
The returns for today appear to be way off on all my index funds to the down side based on what the markets did today.
Anyone else seeing this issue?
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Check again - their systems were likely in the middle of handling the drop in price by the amount of dividend distributions that are bring paid out. Eventually you should see those funds with a flag indicating notes on distributions.
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12-13-2019, 04:27 PM
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#142
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,197
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Quote:
Originally Posted by Cessna152
Check again - their systems were likely in the middle of handling the drop in price by the amount of dividend distributions that are bring paid out. Eventually you should see those funds with a flag indicating notes on distributions.
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Thanks. That is what I expected to see in the first place. Perhaps the coordination is just slower this time.
__________________
TGIM
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12-13-2019, 07:55 PM
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#143
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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Quote:
Originally Posted by Dtail
On a somewhat related note for those that have monies at Fidelity.
The returns for today appear to be way off on all my index funds to the down side based on what the markets did today.
Anyone else seeing this issue?
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You think maybe Fidelity paid out a bunch of mutual fund distributions today? They did!
Most Fridays in December
__________________
Retired since summer 1999.
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12-13-2019, 08:34 PM
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#144
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gone traveling
Join Date: Jan 2019
Location: NW Ohio
Posts: 1,156
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A new all time high for me as well (just barely).
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12-13-2019, 10:15 PM
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#145
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2007
Posts: 14,328
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Quote:
Originally Posted by ckelly78z
A new all time high for me as well (just barely).
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Me, too. I've got my stash more or less evenly split between Fido and Vanguard. This is the first time I've hit 7 digits at Fido. I should quickly apply for Private Client status before it drops again.
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12-13-2019, 10:39 PM
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#146
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,468
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Me, three!!
Checking portfolio balances is so much more fun now, than it was back in 2008-2009. I remember those depressing threads back then here on the forum! I like this kind of happy thread a lot better.
__________________
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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12-13-2019, 11:33 PM
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#147
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2007
Posts: 14,328
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Sell!Sell!Sell!
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12-14-2019, 04:10 AM
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#148
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,197
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__________________
TGIM
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12-14-2019, 04:11 AM
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#149
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,197
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Quote:
Originally Posted by audreyh1
You think maybe Fidelity paid out a bunch of mutual fund distributions today? They did!
Most Fridays in December
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The balances are now correct this morning, although they now removed the retirement calculator (again) from the summary sheet.
__________________
TGIM
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12-14-2019, 04:58 AM
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#150
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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When I do quotes in Quicken, I know I’ll see a drop on distribution day, and usually the next day or two I’ll get notified of a distribution and download it which erases (most of) the drop.
__________________
Retired since summer 1999.
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12-14-2019, 02:30 PM
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#151
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2009
Posts: 5,307
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Quote:
Originally Posted by Dtail
The balances are now correct this morning, although they now removed the retirement calculator (again) from the summary sheet.
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Yes, I had the same experience. I saw the drop yesterday and went and looked at each fund and saw which ones had reported the distributions.
This morning the balances were correct.
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12-14-2019, 02:42 PM
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#152
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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I was glad to see the year-end distributions get started. Earlier this year I stopped reinvestments of all stock-type funds in my traditional IRA. Rather, I’m moving the cash over to bond-type funds in that same traditional IRA.
The plan, which will take some time, is to have only stock funds in Roth (already there) and mostly bonds in traditional.
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12-14-2019, 03:17 PM
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#153
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2012
Posts: 6,098
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December of last year is still too close for me to get too happy just yet. I'll wait and see how things are on 12/31 before doing my happy dance.
__________________
FIREd date: June 26, 2018 - "This Happy Feeling, Going Round and Round!" (GQ)
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12-14-2019, 08:13 PM
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#154
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gone traveling
Join Date: Jan 2019
Location: NW Ohio
Posts: 1,156
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Nov/Dec of last year was bad to everyone, I lost about 15% in 2 months, but have gained back 26% this year.
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12-14-2019, 08:59 PM
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#155
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
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I made a hundred and thirty grand last month, woo-hoo!
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12-14-2019, 10:25 PM
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#156
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 47,468
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Quote:
Originally Posted by RobbieB
I made a hundred and thirty grand last month, woo-hoo!
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Terrific!
__________________
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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12-16-2019, 09:17 AM
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#157
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Thinks s/he gets paid by the post
Join Date: Aug 2017
Location: Champaign
Posts: 4,677
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Good feeling knowing we can weather a storm a little easier.
__________________
"Do not go where the path may lead, go instead where there is no path and leave a trail."
Ralph Waldo Emerson
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12-16-2019, 09:26 AM
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#158
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Thinks s/he gets paid by the post
Join Date: Aug 2005
Location: Crownsville
Posts: 3,695
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Quote:
Originally Posted by ckelly78z
Nov/Dec of last year was bad to everyone, I lost about 15% in 2 months, but have gained back 26% this year.
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Yep, from 9/30/18 to 12/24/18, I lost about 17.5%. It roared back fast though. By 12/31/18, I was only down about 13.1% from that September peak.
I like to look at that period from 12/31/17 to 12/31/18 though...I was only down about 6.9%, and that takes some of the drama out of it
I'm up around 31% from that 12/24/18 bottom.
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12-16-2019, 01:40 PM
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#159
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Full time employment: Posting here.
Join Date: Jun 2017
Location: Punta del Este
Posts: 639
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So wondering if all this extra money makes any of you change your thinking or budgets?
I started the year (after that horrible December '18) with a projected 2.5% withdrawal rate and felt pretty good... (have other income outside of the financial investment portfolio.) Here we are about a year later and despite my best efforts and still pulling out that money and what I thought was excess spending am up quite a bit from where I expected. So does one recalculate their 2020 budget based on the new balance or do you stick with what it was when you started plus inflations as is suggested and keep letting it grow?
I am all for LBYM That is Below not "Beyond" or perhaps is it time for a little extravagance? Hard when one is cheap by nature and been all about savings for some time.....
A related question, do you believe it is better to blow a fixed amount on something special, Trip, new car, Kitchen renovation, or adjust your lifestyle? Better clothes, more and better restaurants, Bigger house, a boat, 5 star travel instead or 4 star. First class instead of Business? Anyone afraid of getting used to that more expensive lifestyle?
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12-16-2019, 01:45 PM
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#160
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 11,197
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Quote:
Originally Posted by Retired Expat
So wondering if all this extra money makes any of you change your thinking or budgets?
I started the year (after that horrible December '18) with a projected 2.5% withdrawal rate and felt pretty good... (have other income outside of the financial investment portfolio.) Here we are about a year later and despite my best efforts and still pulling out that money and what I thought was excess spending am up quite a bit from where I expected. So does one recalculate their 2020 budget based on the new balance or do you stick with what it was when you started plus inflations as is suggested and keep letting it grow?
I am all for LBYM That is Below not "Beyond" or perhaps is it time for a little extravagance? Hard when one is cheap by nature and been all about savings for some time.....
A related question, do you believe it is better to blow a fixed amount on something special, Trip, new car, Kitchen renovation, or adjust your lifestyle? Better clothes, more and better restaurants, Bigger house, a boat, 5 star travel instead or 4 star. First class instead of Business? Anyone afraid of getting used to that more expensive lifestyle?
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I am using a % of current/remaining portfolio WR concept using a 3% rate. So right now the budget will be higher for next year.
__________________
TGIM
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