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Arc · 03-20-2008, 05:51 PM

YTD down 8% - according to Money. 85% stocks. No worries here - the economy, like everything, goes through its cycles. Feels good to be buying at low prices.

loosehead · 03-20-2008, 06:01 PM

We're down ~11% since Oct 07 high. But this is just our index funds allocation. We have 8-10 years before we need to tap into that "bucket"

Spanky · 03-20-2008, 06:14 PM

Quote:

Originally Posted by rocketdog

On March 3rd, the last time I dared to look, investments were down 1.8% from the late 2007 high, but our house keeps increasing in value which has pretty much canceled out the loss to our net worth.
Since we are retired, we are a lot more conservatively invested--we took five years of living expenses from equities and rolled them into CDs late last year. We now have about 55% equities, so we fared pretty well all in all. And, since we don't plan to sell stocks any time soon, you could say we haven't lost a dime!

The S&P500 was off by 15% on March 3, 08 from its high of 1,565.15 last year. Your 55% equity portfolio was down only 1.8%?

Retire Soon · 03-20-2008, 06:24 PM

My net worth has decreased 8 1/2% from residential real estate and stock market highs. I base this on the fact that housing probably peaked out in about August 2005, while the stock market reached a high in October 2007.

LOL! · 03-20-2008, 06:25 PM

Net worth down about 6%, market losses from the late Fall highs are worse than that, but we work, so invested income offsets some of the losses.

Sam · 03-20-2008, 06:32 PM

Down 20% from last year high, excluding the house.
Including the house, down 15%.

Totally agreeing with Nords: The thrill of high percentage equity portfolio.

ikubak · 03-20-2008, 09:39 PM

down about 3% from the October highs. It would be more but DW and I are still working and maxing out retirement accounts, so we've been buying during this downturn.

I told her several months ago that what we needed was one good bear market (like 2002) while we are working so we can buy at lower prices. If the market recovers, as it has from previous bear markets, we could be good to retire in three years or so.

Texas Proud · 03-20-2008, 09:46 PM

Down about 20%.... of the accounts I can easily see... almost 100% equity...

I would 'guess' down 17 or 18% with the other accounts...

chinaco · 03-21-2008, 04:29 AM

Wow... I see we have some market timers in the group.

{whisper} psssst, most lose with that approach!

Good luck.

Oh well. I used to do it also. It was an expensive education.

megacorp-firee · 03-21-2008, 04:52 AM

Quote:

Originally Posted by chinaco

Wow... I see we have some market timers in the group.

Did you just figure that one out?
There are a lotta sinners in this church.

I myself have a Phd (and also paid the 'tuition') in the subject.

freebird5825 · 03-21-2008, 07:07 AM

oops, corrected numbers, MFs only

down 1.54% TTM, down 5.67% YTD, average of all mutual funds held, per M*

50/50 AA

spazz · 03-21-2008, 08:52 AM

[quote=free4now;631135]How much has your total net worth changed since the high (which for many is the stock market high in late 2007)?

For this question think of net worth as the cash out value of everything that could be cashed out: home equity, equities, bonds, cash, other investments, 25 times yearly pension.

OMG, I don't even want to look at my percentage change. If I do, I might let my emotions get the better of me!

Zathras · 03-21-2008, 09:53 AM

Still not sure about the term market timer.
If the grocery has a sale on stuff I want, I buy it.
Same with stocks, buy low. But then I don't sell it.
Perhaps I am a half sinner

**Alan** · 03-21-2008, 10:05 AM

Quote:

Originally Posted by Zathras

Still not sure about the term market timer.
If the grocery has a sale on stuff I want, I buy it.
Same with stocks, buy low. But then I don't sell it.
Perhaps I am a half sinner

Must be nice never to have to sell, most of us will have to sell at some point during retirement.

Helena · 03-21-2008, 10:25 AM

Quote:

Originally Posted by chinaco

Wow... I see we have some market timers in the group.

{whisper} psssst, most lose with that approach!

Good luck.

Oh well. I used to do it also. It was an expensive education.

I never play the stock market.

We'll see who has the best education when the game ends...
the music is still playing... so the game isn't over... YET !

Donzo · 03-21-2008, 10:41 AM

I am late to this party - I am down about 9% on my portfolio. This is not counting the large cash position I have because of an investment property sale. I have been buying into index funds on dips - I want to get more of this cash in the market. if market is down on Monday - I am putting 15% of the cash in.....we will see

Zoocat · 03-21-2008, 11:43 AM

Since year end I am down about -7.6% with 65% in equitities. That doesn't include house equity but does include my tax payment for 2008 of $4400. So it's not as bad as -7.6%. This was a good exercise and I'm somewhat relieved, at least for this moment in time.