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04-04-2009, 06:59 PM
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#1
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Thinks s/he gets paid by the post
Join Date: May 2008
Location: Cooksburg,PA
Posts: 1,873
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Quarterly Report
Time to see how we are doing.
My numbers for the quarter: -8.6%.
My quarterly thoughts:
Emerging Market is a good thing, not a bad thing (this quarter).
Pssst Wellesley is something to whisper about this quarter.
What the h*ll happen to my REITs (again this quarter)?
Free (still) to Canoe
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04-04-2009, 08:21 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Aug 2007
Posts: 1,224
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According to Quicken: -21.53%
I have the same opinion about REITs and EM and would add SCV to the list of asset classes doing relatively well. It would seem that correlations are drifting away from 1.0
DD
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04-04-2009, 09:23 PM
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#3
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2003
Location: Hooverville
Posts: 22,983
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Quote:
Originally Posted by DblDoc
According to Quicken: -21.53%
I have the same opinion about REITs and EM and would add SCV to the list of asset classes doing relatively well. It would seem that correlations are drifting away from 1.0
DD
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I'm down 3%. I took my hit last fall; so far this year I am treading water.
Ha
__________________
"As a general rule, the more dangerous or inappropriate a conversation, the more interesting it is."-Scott Adams
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04-04-2009, 09:57 PM
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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: Jul 2008
Posts: 35,712
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Down 2.2% since market opened on Jan 2, 2009.
Stock allocation increased from 50% to 58%. Buy, buy, buy...
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04-05-2009, 12:53 AM
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#5
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Moderator Emeritus
Join Date: May 2007
Posts: 12,894
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Down 5.3% for Q1 2009.
Bonds and commodities were up, everything else down.
But our net worth has recovered nicely this quarter (thanks to hefty, new investment contributions). Our high water mark was reached in May 2008 and we are retesting that level. But, this time around, we are doing it while the DOW is at 8,000, not 13,000... So as the market recovers, our net worth should enjoy a nice boost which should propel us that much closer to FI.
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04-05-2009, 07:12 AM
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#6
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Thinks s/he gets paid by the post
Join Date: Jul 2004
Posts: 1,428
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"1 Jan" to "28 Mar" -1.08%
YTD -0.29%
YTD dollar value increase 0.98%
From highest dollar value recorded (31 May 2008) ~ -4.25%
From highest dollar value recorded minus new savings ~ -9.4%
At high portfolio was equity/bond/cash about 30/20/50 and now is about 20/20/60 even though my new money is allocated approximately as a equity/bond 60/40 portfolio. I'm certainly not getting rich this way.
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04-05-2009, 07:29 AM
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#7
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Thinks s/he gets paid by the post
Join Date: Jun 2006
Location: Central, Ohio, USA
Posts: 2,635
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MS Money +1.716% gain on savings. Net Worth +3% increase.
__________________
Vietnam Veteran, CW4 USA, Retired 1979
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04-05-2009, 07:40 AM
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#8
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Confused about dryer sheets
Join Date: Sep 2008
Posts: 4
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Net worth up 6%, largely due to taking profits on run-ups of individual TIPS (except for a balanced fund in my wife's 403b, that's where all our $$ is concentrated.)
Now looking for the next TIPS buying opportunity....
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04-05-2009, 07:42 AM
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#9
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Full time employment: Posting here.
Join Date: Feb 2008
Posts: 920
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I'm still stinging from my annual rebalance happening right when the DOW popped back up to 9k at the beginning of the year.
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04-05-2009, 07:50 AM
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#10
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2007
Location: Denver, Colorado
Posts: 6,256
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MS Money:
Portfolio - Down 4.6% 1Q 2009 (same holdings as 3Q 2007)
Net Worth - Down 1.1% 1Q 2009
__________________
"It's tough to make predictions, especially when it involves the future." ~Attributed to many
"In theory, there is no difference between theory and practice. But, in practice, there is." ~(perhaps by) Yogi Berra
"Those who have knowledge, don't predict. Those who predict, don't have knowledge."~ Lau tzu
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04-05-2009, 07:57 AM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2006
Posts: 12,880
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Quote:
I'm still stinging from my annual rebalance happening right when the DOW popped back up to 9k at the beginning of the year.
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Same here. It's nice that we've had a good run in March, but this graph puts it in perspective:
TwoYearChart.jpg
__________________
Al
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04-05-2009, 08:00 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: Jan 2006
Location: Rio Grande Valley
Posts: 38,001
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For Q1:
Portfolio: -6.26% Total net worth: -8.02%
YTD (thru April 3):
Portfolio: -2.33% Total net worth: -3.78%
What a difference 3 days make!
Audrey
P.S. I rebalanced on Jan 15. I've settled on this date because most years DOW etc. have a run up a the end of the year (Santa Claus Rally), plus there tends to be a rally the first few days of the year because new money comes into the market on Jan 1. Besides, it takes me at least a week into the new year to figure out the taxes owed on the portfolio which affects the rebalancing because I have to withdraw cash to pay estimated taxes.
Some years though there has been a rally Jan 1 to Jan 15 and so I feel "burned". But I decided to just stick with the same date year after year and it should average in my favor.
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04-05-2009, 08:15 AM
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#13
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Full time employment: Posting here.
Join Date: Feb 2006
Posts: 599
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Down about 10% for the quarter.
12/31/08 = 86% equities / 14% cash equiv
3/31/09 = 74% equities / 26% cash equiv
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04-05-2009, 08:39 AM
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#14
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,588
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Down 8.7% Dec 31-Mar 31. Up 4.7% since.
__________________
I have outlived most of the people I don't like and I am working on the rest.
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04-05-2009, 09:34 AM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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Quote:
Originally Posted by NW-Bound
Down 2.2% since market opened on Jan 2, 2009.
Stock allocation increased from 50% to 58%. Buy, buy, buy...
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Don't you mean "bye bye"?
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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04-05-2009, 10:19 AM
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#16
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Recycles dryer sheets
Join Date: Sep 2006
Location: Fort Collins
Posts: 194
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Portfolio -1.7%
Net Worth -3.1%
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04-05-2009, 12:28 PM
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#17
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,050
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IRR is -2.68% through 4/4
current allocation is 37/49/14 against target of 35/50/15
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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04-05-2009, 05:35 PM
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#18
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Location: North of Montana
Posts: 2,769
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I'm about +20% (give or take a point or two).
You wouldn't like my asset mix (or my last year's results) though. No genius here.
__________________
There are two kinds of people in the world: those who can extrapolate conclusions from insufficient data and ..
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04-05-2009, 06:26 PM
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#19
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Thinks s/he gets paid by the post
Join Date: Jul 2006
Posts: 1,901
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YTD down 2%. 33% equities down from 50%. No selling and have not rebalanced....yet.
__________________
“I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said” Alan Greenspan
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04-05-2009, 06:41 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: Jun 2005
Posts: 10,252
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Down about 3%, but my 401(k) is UP because of rebalancing.
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