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05-19-2008, 08:33 AM
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#21
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Recycles dryer sheets
Join Date: May 2006
Posts: 442
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Still down 1.5% YTD
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05-19-2008, 08:51 AM
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#22
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Thinks s/he gets paid by the post
Join Date: Apr 2006
Posts: 1,487
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up .1%; 63/37
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05-19-2008, 08:54 AM
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#23
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Thinks s/he gets paid by the post
Join Date: Apr 2008
Posts: 1,185
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My 401K is up 1.1% YTD, wife's is down 0.3% YTD (up 0.5% YTD combined).
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05-19-2008, 09:04 AM
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#24
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Up 0.73% 55/45
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05-19-2008, 09:10 AM
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#25
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Full time employment: Posting here.
Join Date: Apr 2006
Posts: 890
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Yep, I broke even on Fri. (since Jan. 1) As in, my balance is the same after subtracting contributions only. I'm 100% VTSMX (VG Total Stock Market). Now it's time for those "cheap shares" to go to work.
-CC
__________________
"There's those thinkin' more or less, less is more, but if less is more, how you keepin' score?
It means for every point you make, your level drops. Kinda like you're startin' from the top..." "Society" - Eddie Vedder
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05-19-2008, 09:27 AM
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#26
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2006
Location: west coast, hi there!
Posts: 7,220
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A few funds I compare my returns to:
Vanguard Wellington (65/35) is +0.71% YTD
Target Retirement 2005 (44/56) is +0.92% YTD
Our portfolio (55/45) is +1.0% YTD
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05-19-2008, 09:48 AM
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#27
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Full time employment: Posting here.
Join Date: Feb 2007
Posts: 680
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 Quote:
Originally Posted by dmpi
Still down 1.5% YTD
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Me too ! Down exactly 1.5% like you. (You copying my allocation) ? 
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05-19-2008, 09:57 AM
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#28
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Dryer sheet aficionado
Join Date: Feb 2008
Posts: 36
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Quote:
Originally Posted by CCdaCE
Yep, I broke even on Fri. (since Jan. 1) As in, my balance is the same after subtracting contributions only. I'm 100% VTSMX (VG Total Stock Market). Now it's time for those "cheap shares" to go to work.
-CC
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Keep in mind that Total Stock Mkt Idx is down near 1.7% this year. You may not be breaking even yet.
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05-19-2008, 11:24 AM
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#29
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Thinks s/he gets paid by the post
Join Date: Jan 2007
Posts: 1,891
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i'm about 1% YTD up most of the index funds are down and my REIT's are pulling us up for air...
but my 403b says i'm down about 4% for past 12 months...which is the biggest chunk of my savings/investments
__________________
If i think of something clever to say, i'll put it here...
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05-19-2008, 12:53 PM
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#30
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Thinks s/he gets paid by the post
Join Date: Jan 2008
Posts: 2,020
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Haven't bothered to check the other accounts, but since I'm upping the contribution in my 401(k) today anyway....
up 1.3% YTD, largely buffered the drop due to not getting around to getting out of a balanced fund.
Intermediate bonds: 16%
Oakmark Equity & Income Fund: 32%
Dodge & Cox Stock Fund: 26%
Dimensional International Value Fund: 25%
QMA Small Cap Equity Fund: 1%
Should be 15/30/25/25/5... but I didn't change present allocations to bump up that small cap, just future allocations.
Been wondering why I'm in the balanced fund, to be honest. The intermediate bond fund is no-fee. So, I think I'm going to reallocate the balanced to the bond and stock funds based on what I want for AA.
edit: All done. No more pre-tax contributions. I'm going to max out my Roth 401(k) instead now... and we talked finances last night and I'm going to an extra 1.5% after-tax contribution as well.
New AA:
Allianz Intermediate Bond Fund 25%
Dodge & Cox Stock Fund 35%
Dimensional International Value Fund 30%
QMA Small Cap Equity Fund 10%
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05-19-2008, 01:09 PM
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#31
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Thinks s/he gets paid by the post
Join Date: Apr 2007
Posts: 1,304
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Up 2.09% for the year, ... but check back next week,
... not sure it's all over yet (honest, ... not trying to jinx things) and hope I'm wrong, but I think there will be some 'profit'  takers out there (at least for a few more cycles).
...but still -2.69% from my high.
__________________
Life is GREAT!
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05-19-2008, 03:50 PM
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#32
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Full time employment: Posting here.
Join Date: Apr 2006
Posts: 890
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Quote:
Originally Posted by nepo
Keep in mind that Total Stock Mkt Idx is down near 1.7% this year. You may not be breaking even yet.
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Must be the cheap shares I bought rising. The balance on Jan 1 minus five months of contributions is within a few dollars of Friday's balance. Return/Percentage-wise, I'm probably still down, but dollar-wise, I'm even.
-CC
__________________
"There's those thinkin' more or less, less is more, but if less is more, how you keepin' score?
It means for every point you make, your level drops. Kinda like you're startin' from the top..." "Society" - Eddie Vedder
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05-19-2008, 04:07 PM
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#33
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Recycles dryer sheets
Join Date: Feb 2008
Location: Tucson
Posts: 118
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Going well.
Through last Friday, I'm quite pleased to be up 7.9% YTD. This is not "annualized", a concept which doesn't mean anything to me until December 31, 2008, as I don't dare to project what the rest of the year is going to look like. I typically maintain a 12% to 20% cash position, and allocate the rest according to my own definition of reality. Today looks like it's been another good day for oil and metals.
Tom
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05-19-2008, 04:49 PM
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#34
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 16,299
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Probably about the same as everyone else, but I'm thrilled to be up 6.01% (not annualized) since 3/31/08!!! Not out of the woods yet by any means, but beats the 6 months that preceded it...
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 40% equity funds / 35% bond funds / 25% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
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05-20-2008, 01:38 PM
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#35
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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: 8,655
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Oh well, so much for the nice rebound. 
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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05-20-2008, 02:58 PM
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#36
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2006
Location: west coast, hi there!
Posts: 7,220
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Yeah, see what you guys did  !!!
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05-20-2008, 03:06 PM
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#37
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Moderator Emeritus
Join Date: Jan 2007
Location: New Orleans
Posts: 44,379
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For me, no problem because I am still in accumulation phase.
Some of those ER'd who live off the bonds/fixed portion of their portfolio might feel that equities are just there to counteract inflation anyway so the roller coaster Dow is bearable.
I really DID like my net worth this morning, though! It'll be back eventually.
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05-20-2008, 03:29 PM
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#38
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Thinks s/he gets paid by the post
Join Date: Aug 2007
Posts: 1,224
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Was that a new milestone I saw there? Oh.. no... nevermind...
DD
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05-20-2008, 03:48 PM
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#39
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Thinks s/he gets paid by the post
Join Date: Jun 2006
Location: Boise
Posts: 4,885
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I'm getting a tad frustrated because I am only a few more paychecks stimulus checks good days in the market away from an "odometer" moment in my net worth. I was fairly close last fall and am closer now but after today I don't really want to check where I'm at.
Sigh.
2Cor521
__________________
"At times the world can seem an unfriendly and sinister place, but believe us when we say there is much more good in it than bad. All you have to do is look hard enough, and what might seem to be a series of unfortunate events, may in fact be the first steps of a journey." Violet Baudelaire.
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05-20-2008, 05:57 PM
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#40
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Recycles dryer sheets
Join Date: Mar 2008
Posts: 51
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3.12% annualized -- diversification into hedge funds and inflation sensitive investments have helped
__________________
Gryffindor
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