Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
If You Haven't, Go Look at Your Account Balances
Old 06-06-2009, 08:19 AM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Midpack's Avatar
 
Join Date: Jan 2008
Location: NC
Posts: 17,297
If You Haven't, Go Look at Your Account Balances

I hadn't looked at all since March 31st (I always review quarterly), just busy with other things and not concerned. Looked this morning for no particular reason and I'm up more than 14%. A little more encouraging than the past year or so.

Treat yourself.
__________________
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: 50% equity funds / 30% bond funds / 20% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
Midpack is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 06-06-2009, 08:48 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
freebird5825's Avatar
 
Join Date: Feb 2008
Location: East Nowhere, 43N Latitude, NY
Posts: 9,030
I saw mine yesterday while I was updating shares in M* portfolio tracker.
2009 YTD 8.8%, with AA reset to 40/60 in Jan 09
2008 -24%
Getting there...
__________________
"All our dreams can come true, if we have the courage to pursue them." - Walt Disney
freebird5825 is offline   Reply With Quote
Old 06-06-2009, 08:49 AM   #3
Moderator Emeritus
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 45,357
Definitely nice. I look at mine every day and it has been much more pleasant lately!

Now, if this would just continue for a while longer...
__________________
Happily retired since 2009, at age 61.
W2R is online now   Reply With Quote
Old 06-06-2009, 09:13 AM   #4
Full time employment: Posting here.
hankster's Avatar
 
Join Date: Jan 2008
Posts: 649
I looked at ours about 4 days ago. Looking a lot better for sure. I decided to adjust our AA a bit from 65/35 to 55/45 as part of a pre-planned gradual move toward an eventual 40/60 AA come retirement time.
__________________
"There is no dignity quite so impressive, and no independence quite so important, as living within your means." Calvin Coolidge
hankster is offline   Reply With Quote
Old 06-06-2009, 09:24 AM   #5
Moderator Emeritus
CuppaJoe's Avatar
 
Join Date: Jun 2007
Location: At The Cafe
Posts: 6,873
Pleasantly surprised that the PF is higher than the day I retired (8/31/08).

I'll be buying a chunk of S&P index in the next week or so; every time I do that, the market dips. There may be a buying opportunity the day after I buy.
CuppaJoe is offline   Reply With Quote
Old 06-06-2009, 09:41 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
mickeyd's Avatar
 
Join Date: Apr 2004
Location: South Texas~29N/98W Just West of Woman Hollering Creek
Posts: 6,478
Other than an occasional peek when I'm using the VG web site for something else, I do not regularly look at my numbers. Since the S&P is up about 5% YTD, I am probably in the black also. Don't plan on withdrawing the proceeds soon so it really does not make any sense to get too excited with today's balance. I'll do my annual rebalancing in December and tweak my AA as I deem necessary.
__________________
Part-Owner of Texas

Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx

In dire need of: faster horses, younger woman, older whiskey, more money.
mickeyd is online now   Reply With Quote
Old 06-06-2009, 10:19 AM   #7
Moderator
 
Join Date: May 2007
Posts: 12,868
Yes things are looking up. I am up 13.7% YTD after being down 29% in 2008. NW is up 10% from the pre-crisis high. I recovered 49% of what I lost from peak to through.
__________________
46 years old, single, no kids. Exited the job market in 2010 (age 36). Have lived solely off my investments since 2015 (age 41). No pensions.
Current AA: real estate 64% / equities 10% / fixed income 16% / cash 10%
FIREd is offline   Reply With Quote
Old 06-06-2009, 12:50 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2007
Posts: 7,746
Not sure how much I am up this year, but with 1/2 the portfolio in international investments that have outperformed the US market indexes, I'm probably well above 0% return for the year. I know from the bottom back in early March I am WAY up percentage wise and dollar wise. If things don't crash dramatically before June 30, this will be the best quarter ever for my net worth (which I only track quarterly). Hopefully we'll have a very active braggart thread on July 1 about how well our portfolios have done so far! See you there...
FUEGO is offline   Reply With Quote
Old 06-06-2009, 12:52 PM   #9
Moderator
ziggy29's Avatar
 
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
I've almost recovered half of what I lost at the peak. Just now starting to rebalance back down to 60/40 which is my new target AA (was 70/30).
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
ziggy29 is offline   Reply With Quote
Old 06-06-2009, 02:23 PM   #10
Thinks s/he gets paid by the post
 
Join Date: Mar 2009
Location: Pittsburgh, PA suburbs
Posts: 1,796
For the first time since January, I am looking at mine and I am up considerably(maybe 30 percent). I quit looking the first quarter because I thought it was better to sleep at night than know the ugly reality. I wasn't going to sell in any case, and the ostrich method made it easier to cope.
WhoDaresWins is offline   Reply With Quote
Old 06-06-2009, 02:24 PM   #11
Moderator
ziggy29's Avatar
 
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
Quote:
Originally Posted by FUEGO View Post
Hopefully we'll have a very active braggart thread on July 1 about how well our portfolios have done so far!
If our past history is any indication, that will be the sell signal...
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
ziggy29 is offline   Reply With Quote
Old 06-06-2009, 02:28 PM   #12
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 48,313
I think this thread should be closed before we all regret posting to it...
__________________
Numbers is hard

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 06-06-2009, 02:45 PM   #13
Administrator
Alan's Avatar
 
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 30,237
Quote:
Originally Posted by REWahoo View Post
I think this thread should be closed before we all regret posting to it...
Hear, hear !!!

I updated my figures end of month as usual and am up 4.11 ytd, compared to -16.25 for 2008. (35/65 mix)
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
Alan is offline   Reply With Quote
Old 06-06-2009, 03:11 PM   #14
Moderator
ziggy29's Avatar
 
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
Quote:
Originally Posted by Alan View Post
I updated my figures end of month as usual and am up 4.11 ytd, compared to -16.25 for 2008. (35/65 mix)
Just checked my 401K at Fido's web site -- +7.1% for 2009. And lest I jinx it, I'll shut up now.
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
ziggy29 is offline   Reply With Quote
Old 06-06-2009, 03:31 PM   #15
Moderator Emeritus
Martha's Avatar
 
Join Date: Feb 2004
Location: minnesota
Posts: 13,227
Sell!
__________________
.


No more lawyer stuff, no more political stuff, so no more CYA

Martha is offline   Reply With Quote
Old 06-06-2009, 06:53 PM   #16
Full time employment: Posting here.
mountaintosea's Avatar
 
Join Date: Aug 2006
Posts: 563
I'm a millionaire again. One foot over the line.
mountaintosea is offline   Reply With Quote
Old 06-06-2009, 06:59 PM   #17
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2007
Posts: 7,746
My 401k from 3 jobs back that is invested in 10% emerging markets and 90% b33v3r ch33s3 futur3s is up 120% YTD. It only comprises 1.7% of my portfolio and I don't have percentages on the rest of the portfolio, so I'm going to call it 120%. (Just foreshadowing the posts to come around July 1).

My current 401k actually says 9.8% return YTD. So somewhere between 120% and 9.8%.
FUEGO is offline   Reply With Quote
Old 06-06-2009, 07:23 PM   #18
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
bbbamI's Avatar
 
Join Date: Dec 2006
Location: Collin County, TX
Posts: 9,244
I look at mine once a month when I update my spreadsheet. Lately I haven't had to have a shot of JD before I look.
__________________
There's no need to complicate, our time is short..
bbbamI is offline   Reply With Quote
Old 06-06-2009, 07:53 PM   #19
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
clifp's Avatar
 
Join Date: Oct 2006
Posts: 7,605
I am up 6.7% YTD plus I am almost $10K less in debt (10 and 15 year mortgages pay off quick) and I had a lot of expenses this last 6 months. According to Vanguard the total stock market performance YTD is 6.8% and the S&P fund is 5.38% as of 6/05/09.
clifp is online now   Reply With Quote
Old 06-07-2009, 08:18 AM   #20
Full time employment: Posting here.
hankster's Avatar
 
Join Date: Jan 2008
Posts: 649
Quote:
Originally Posted by ziggy29 View Post
If our past history is any indication, that will be the sell signal...
No, the sell signal is when Want2retire says "Wheeee!"
__________________
"There is no dignity quite so impressive, and no independence quite so important, as living within your means." Calvin Coolidge
hankster is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Health Savings Account/Flexible Spending Account Bongybo Health and Early Retirement 5 07-26-2008 06:46 PM
Automatic tracking of investment balances samclem FIRE and Money 50 07-13-2008 09:01 AM
Credit Card Balances: Min Payment = How long to pay off? samclem FIRE and Money 10 06-20-2008 07:36 AM
Custodial account? bots2019 Young Dreamers 2 03-11-2008 01:09 PM
Can Vanguard update Emigrant Direct balances? free4now FIRE and Money 7 10-09-2007 12:16 PM

» Quick Links

 
All times are GMT -6. The time now is 05:41 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.