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Finally Positive for the Year
05-18-2008, 02:21 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 4,337
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Finally Positive for the Year
This will give everyone a chance to pipe in with how much they're already making but I'll make my declaration anyway. As of Friday's (5/16) close, I had an annualized return of 1.16% for 2008 (per Quicken). This is with a pretty much plain vanilla index portfolio of 40% fixed / 25% large cap / 10% small cap / 20% foreign / 5% high yield (preferred funds).
Hopefully, I won't jinx the market.
__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
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05-18-2008, 04:04 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,455
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Our YTD is 0.15% with a mix of 60/40 (equity/fixed income).
__________________
May we live in peace and harmony and be free from all human sufferings.
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05-18-2008, 05:03 PM
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#3
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Recycles dryer sheets
Join Date: Nov 2005
Posts: 62
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4.7% annualized YTD per Quicken
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05-18-2008, 05:22 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 4,366
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-0.97% YTD annualized per Quicken. About 85/15 diversified equities/cash right now. I just removed my hedges, so I'm sure we'll head down from here! At least I'm just about at my desired AA.
Dan
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05-18-2008, 05:41 PM
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#5
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Dryer sheet aficionado
Join Date: Aug 2007
Posts: 46
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YTD .39% with a 65/35 Stock/bond Split
Since Oct 10th 2007, I have a -2.20% return.
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05-18-2008, 05:56 PM
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#6
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Recycles dryer sheets
Join Date: Jul 2006
Posts: 235
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YTD 28.7%, always fully invested on stocks. It is good for me so far, since I focus on penny stocks only.
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05-18-2008, 06:02 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Jul 2006
Posts: 1,901
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Up 1% YTD with 50/50 portfolio.
__________________
“I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said” Alan Greenspan
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05-18-2008, 06:06 PM
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#8
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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: 50,022
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 Quote:
Originally Posted by semtex
... I focus on penny stocks only.
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Thus explaining why you chose your forum name. You got money in RDX and PETN? 
__________________
Numbers is hard
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05-18-2008, 06:12 PM
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#9
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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+1.83% annualized YTD (Quicken). About 70/30 stock/bond portfolio. Not sure when it turned positive...
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05-18-2008, 06:49 PM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2006
Posts: 12,880
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Don't forget that on Jan 2, the market was already down 5-10%.
__________________
Al
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05-18-2008, 06:50 PM
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#11
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Recycles dryer sheets
Join Date: Jul 2006
Posts: 235
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Quote:
Originally Posted by REWahoo
Thus explaining why you chose your forum name. You got money in RDX and PETN? |
I do know the stocks you mention. One winner I got this year is CNEH.OB, I bot @2, still hold tightly. I will not sell until it 10+
Usually all my picks are OB stocks.
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05-18-2008, 07:00 PM
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#12
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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: 50,022
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semtex, you missed my attempt at a joke. Check the link I posted and you will see that Semtex is the name of a plastic explosive made from two other explosive compounds: RDX and PETN. 
__________________
Numbers is hard
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05-18-2008, 07:39 PM
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#13
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2006
Location: Washington, DC
Posts: 11,331
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I don't know my real rate of return since I just track the market return of our funds on Google finance - not the real total return. But I did show DW the bottom line which shows that we just crawled back to our October 2007 high which was an important psychological milestone. DW saw that figure and said, " I really am quitting this year." We shall see.
__________________
Idleness is fatal only to the mediocre -- Albert Camus
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05-18-2008, 07:47 PM
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#14
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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Shhhh, you'll jinx us...
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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05-18-2008, 09:56 PM
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#15
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Thinks s/he gets paid by the post
Join Date: Aug 2007
Posts: 1,224
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Quote:
Originally Posted by TromboneAl
Don't forget that on Jan 2, the market was already down 5-10%.
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So the sale is still on then. Good!
DD
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05-18-2008, 09:58 PM
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#16
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Thinks s/he gets paid by the post
Join Date: Aug 2007
Posts: 1,224
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Quote:
Originally Posted by HFWR
Shhhh, you'll jinx us...
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HFWR - I caught your sig just as Jimmie was saying that line... I-Tunes and the ER forum just go together.
DD
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05-18-2008, 10:04 PM
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#17
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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I'm gonna wave my freak flag high... 
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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05-19-2008, 03:48 AM
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#18
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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Quote:
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... annualized YTD per Quicken
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OK you Quicken folks, my mom has Quicken and the only way to get legit returns is to calculate a date range of 1/1/2008 through 12/31/2008. For example, if your are up 3% to 6/30/2008 and use date range 1/1/2008 to 6/30/2008 then Quicken will return a 6% annuallized YTD.
We are down 0.09% for the year 2008 (not annualized!) through Friday.
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05-19-2008, 04:01 AM
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#19
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 4,337
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Quote:
Originally Posted by LOL!
OK you Quicken folks, my mom has Quicken and the only way to get legit returns is to calculate a date range of 1/1/2008 through 12/31/2008. For example, if your are up 3% to 6/30/2008 and use date range 1/1/2008 to 6/30/2008 then Quicken will return a 6% annuallized YTD.
We are down 0.09% for the year 2008 (not annualized!) through Friday.
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That's why I very specifically put in "annualized."
This still represents about 6% off the October high but I didn't run that number. I'm not going to dwell too much on "cuda, shuda, woda..." That's sooooo last year.
__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
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05-19-2008, 08:21 AM
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#20
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Recycles dryer sheets
Join Date: Apr 2005
Posts: 97
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up 1.07% ytd 65/35
Dave
__________________
Born with nothing, still have most of it left!
Need to be on the road more!
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