mickeyd
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
My AA is 60/35/5 and Vanguard says that I'm up 10.9% YTD; so that's my number.
My AA is 60/35/5 and Vanguard says that I'm up 10.9% YTD; so that's my number.
Mickeyd, how do you check your year to date with vanguard?
It's important to calculate the "weighted" annual or semiannual return on your portfolio as a whole. If you want to look at only financial investments and all your assets are with one firm, their software may do that for you. Funds added during the period will complicate the issue so you need to make sure how the calculations are done. For example, if your assets increase by 10%, but half of that is money you added, your actual internal rate of return is more like 5%. If the assets are distributed among several different firms, or if you want to factor in other investments, you will need to use a business calculator or better, make a spreadsheet.
What I really want to know is the Internal Rate of Return of my entire portfolio, including fixed income, equities, cash, real estate, and alternative investments. So I calculate my Net Worth each year. Here is a (picture of) a spreadsheet that calculates the Internal Rate of Return on Net Worth. These numbers are invented.
18.4% YTD, 38.69% annualized (wouldn't that be sweet)
18.4% YTD, 38.69% annualized (wouldn't that be sweet)
YTD is 34.5% with 100% equities. I have to admit to being a little surprised, in a good way.
I have about 80 different stocks in my IRA. The two that I sold off for profit OMM and BEAV. Some of the other ones that I still hold are AMSWA, CSX, LYO, NOK, VSEA, TNP, SFL, COP, XON.A little surprised would be an understatement, to me at least. What equities would that be?
OMM was bought out. XON should have been XOM if I could type correctly. More importantly, the rest of the stocks in the portfolio didn't do poorly.Wow! They all did so well. No wonder.
I could find anything on OMM, XON. Wrong spelling?
In the long run, he will be sad !The guy who sits behind me and has all his money in our company stock was happy today (it is a Dow component).