Let's brag about mid-year performance!

[Sam]

9% YTD. Yeah!!!

How did you do?

 

[LOL!]

OK, if you do this, you must tell us what your benchmark did. If you were invested mostly in foreign, mid caps, emerging markets and no fixed income, then 9% is piss-poor. If you were 50% equites and 50% bonds, then 9% is fantastic.

 

[lazygood4nothinbum]

i guess that puts me in the mostly real estate piss poor catagory.

 

[FinanceDude]

10% Short-term bonds/Treasuries cash
15% EM/International
15% Midcap
15% Small Cap
25% Large Cap Value
20% Large Cap Growth

12.67% YTD........

I am going to rebalance in the next two weeks.

 

[Dawg52]

I'm not bragging. I'm looking over both shoulders.

 

[FinanceDude]

I'm not bragging. I'm looking over both shoulders.

For incoming stray golf balls??

 

[LOL!]

8.9% YTD

72% equities (as 43% US, 29% foreign) with large:small ratio of 55:45.
25% fixed income/cash
3% commercial real estate

 

[FIREd]

8.2% YTD

20% bonds (US and Int'l)
7% cash
20% International stocks (mostly developed markets)
19% US small/mid caps
31% US large caps
3% commodities

 

[Sam]

9% YTD

00% Bonds
20% REITs (ouch, YTD is -5%)
45% Internationals
25% Fidelity Contrafund
10% Company stock

 

[VaCollector]

minus 8.1%

90% equities (mostly BAC) & real estate...10% cash

But then I can live off of the dividends and NET rents collected so I can't say that I'm the least bit worried

NOW all of you guys who might have been afraid to post due to "less than stellar" returns are free to beat my returns

 

[justin]

8.57% return through 6/29/2007 (2.1% 2007 Q1, 6.34% 2007 Q2).

~58% domestic equities
~36% international equities
~3% fixed income
~3% Junk Bonds (they weren't junk when I bought them )

 

[kcowan]

12.2%

80% individual stocks
20% Money Market (from profit-taking)

 

[Achiever51]

Total Return YTD: 6.42%
Yield: 2.91%

2% Cash
46% U.S. Stocks
12% Fgn. Stocks
40% Bonds

 

[Sam]

10% Short-term bonds/Treasuries cash
15% EM/International
15% Midcap
15% Small Cap
25% Large Cap Value
20% Large Cap Growth

12.67% YTD........

I'm impressed! Do you mind listing the YTD for each category?

 

[theoldwizard]

When I rolled over my 401k into an IRA on 6/4/2007, it was 7.97%

45% cash
23% TRP International Discovery (PRIDX)
20% Fidelity Real Estate (FRESX)
+ Other

I'm tracking the IRA separately because a good part of my 401k was "post-tax" which I got a as cash distribution !

Boy has the FRESX dropped ! Down over 8% in 1 month !!

 

[Sam]

Boy has the FRESX dropped ! Down over 8% in 1 month !!

Yep. But it was up 2.3% yesterday.

 

[Dawg52]

For incoming stray golf balls??

I will be later today. 3:00pm tee time.

 

[bright eyed]

Ok, I really suck at math - can someone tell me how to calculate it (type real slow like, ya hear?)

balance on 12/31/06 was 44,884
deposits thru 12/31 was 37,220

balance on 7/2/07 is 53,744
deposits thru 7/2 42,320

 

[cardude]

No bragging here............5.78%

90% equities
10% cash/bonds

My biggest position, Berkshire, has gone nowhere for the first 6 months of the year.

 

[FinanceDude]

I'm impressed! Do you mind listing the YTD for each category?

A lot of individual stock holdings, ETF's and UIT's....might take awhile, I don't have the spreadhsheet as micromanaged as I would like........

 

[smileydog]

Let's brag about mid-year Performance

YTD Return 9.63%

Domestic Stocks 44.45%
Foreign Stocks 34.38%
Bonds 10.98%
Short-term 9.67%
Other 0.53%

Knock on wood...

 

[Hamlet]

I'm with you there. I have definately under-performed the market this year. Berkshire, REITs, JNJ, etc have not done well. Of course, the REITs are why I've done so well over the past few years, so I guess I have to take the good with the bad

No bragging here............5.78%

90% equities
10% cash/bonds

My biggest position, Berkshire, has gone nowhere for the first 6 months of the year.

 

[NinjaPigeon]

YTD: 9.8%

Allocation:
International 36.12%
Target Retirement: 5.75%
Small Cap Value: 19.39%
Mid Cap Value: 19.10%
Large Cap Value: 19.29%
REIT: 0.14%

Note: About 97% of my portfolio is in indexed funds.

 

[teejayevans]

Ok, I really suck at math - can someone tell me how to calculate it (type real slow like, ya hear?)

balance on 12/31/06 was 44,884
deposits thru 12/31 was 37,220

balance on 7/2/07 is 53,744
deposits thru 7/2 42,320

from 1/1/07 to 7/2/7:
53744-44884-(42320-37220)/44884
which is 8.4% (x 100 to get %)
this is a estimate because it assumes all your deposits were on
7/2/7, some of that 8.4% is from your deposits, but its close
enough.

For most of the diversified portfolios fall in the 8-9% range
myself included, my avg from 1/92-1/07 has been 13.6%, S&P
for same period has been ~8.5%, to give you an idea what a
plain index fund portfolio can do compared with S&P
TJ
BTW, during hard times, that number can be negative, so
instead of % gain, its % lost.
Remember, for comparison, thats for only 6 months, now for
homework, go back and calculate your gains/losses for previous
years.

 

[pedorrero]

OK, no % here, but I sold about 1/2 my "play money" (speculative small caps) some weeks ago, just before the recent drop in the market. I've had to raid my stock fund twice in the past year: once to raise cash to pay off a car loan, latest to raise cash for two separate legal actions. Life would be a lot easier if I can get all the loot from one of the family trusts..."which is exactly what some of the latest money is earmarked for" he said darkly O0