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Let's brag about mid-year performance!
07-02-2007, 11:37 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: 2,155
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Let's brag about mid-year performance!
9% YTD. Yeah!!!
How did you do?
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07-03-2007, 05:28 AM
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#2
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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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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.
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07-03-2007, 06:02 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Feb 2006
Posts: 3,895
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i guess that puts me in the mostly real estate piss poor catagory.
__________________
"off with their heads"~~dr. joseph-ignace guillotin
"life should begin with age and its privileges and accumulations, and end with youth and its capacity to splendidly enjoy such advantages."~~mark twain - letter to edward kimmitt 1901
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07-03-2007, 07:30 AM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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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.
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-03-2007, 07:39 AM
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#5
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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: 9,072
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I'm not bragging. I'm looking over both shoulders. 
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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07-03-2007, 07:43 AM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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For incoming stray golf balls?? 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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07-03-2007, 07:45 AM
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#7
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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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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
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07-03-2007, 09:30 AM
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#8
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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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
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07-03-2007, 09:31 AM
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#9
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 2,155
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9% YTD
00% Bonds
20% REITs (ouch, YTD is -5%)
45% Internationals
25% Fidelity Contrafund
10% Company stock
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07-03-2007, 09:33 AM
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#10
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Full time employment: Posting here.
Join Date: May 2007
Posts: 549
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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 
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07-03-2007, 09:42 AM
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#11
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 4,005
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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  )
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07-03-2007, 09:44 AM
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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: Jul 2006
Location: Pacific latitude 20/49
Posts: 7,677
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12.2%
80% individual stocks
20% Money Market (from profit-taking)
__________________
For the fun of it...Keith
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07-03-2007, 09:52 AM
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#13
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Posts: 1,015
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Total Return YTD: 6.42%
Yield: 2.91%
2% Cash
46% U.S. Stocks
12% Fgn. Stocks
40% Bonds
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07-03-2007, 09:55 AM
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#14
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 2,155
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 Quote:
Originally Posted by 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........
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I'm impressed! Do you mind listing the YTD for each category?
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07-03-2007, 10:21 AM
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#15
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Recycles dryer sheets
Join Date: May 2007
Posts: 107
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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 !!
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07-03-2007, 10:23 AM
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#16
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Thinks s/he gets paid by the post
Join Date: Mar 2006
Location: Houston
Posts: 2,155
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Quote:
Originally Posted by theoldwizard
Boy has the FRESX dropped ! Down over 8% in 1 month !!
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Yep. But it was up 2.3% yesterday.
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07-03-2007, 10:29 AM
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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: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 9,072
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I will be later today. 3:00pm tee time. 
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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07-03-2007, 11:14 AM
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#18
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Thinks s/he gets paid by the post
Join Date: Jan 2007
Posts: 1,891
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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
__________________
If i think of something clever to say, i'll put it here...
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07-03-2007, 12:17 PM
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#19
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Full time employment: Posting here.
Join Date: Feb 2006
Posts: 599
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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. 
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07-03-2007, 12:33 PM
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#20
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2006
Posts: 12,483
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Quote:
Originally Posted by Sam
I'm impressed! Do you mind listing the YTD for each category?
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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........ 
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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