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View Poll Results: What percentage are you down so far?
Down 0% to -10% 107 33.86%
Down -11% to -20% 155 49.05%
Down -21% to -30% 50 15.82%
Down -31% or higher 4 1.27%
Voters: 316. You may not vote on this poll

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Old 03-28-2020, 10:01 AM   #41
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Quote:
Originally Posted by REWahoo View Post
FWIW, I'm at -7.7% YTD, and that number includes all our investable assets.
That's terrific!!!

My portfolio is down 8.0% compared with my portfolio size on 1/2/2020.

But since I always withdraw the entire year's spending money on 1/1, it makes more sense to me if I look at a total of portfolio+bank account, not just portfolio. Maybe this is equivalent to your investable assets number. Anyway, my total of portfolio+bank account is down 8.8% which reflects some additional loss due to my spending so far (including recliner, stocking up on food for isolation, new video gaming console and games, and so on, girls just gotta have fun).
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Old 03-28-2020, 03:55 PM   #42
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Down 7.1% YTD in my 90/10 portfolio and about $80k in company stock. I pulled my 401k out when the Dow was at 27k and then sold my company stock when it was at 27,800. I figure, if I jump back in right now, and it goes back to near 30k I'll be up about $120,000. I've NEVER touched my investments, but I felt like this time was different. I'm very glad I did what I did, when I did it, and have made sure to keep my mouth shut at work. A lot of very angry and scared people there.
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Old 03-28-2020, 03:57 PM   #43
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Originally Posted by sirsavesalot View Post
Down 7.1% YTD in my 90/10 portfolio and about $80k in company stock. I pulled my 401k out when the Dow was at 27k and then sold my company stock when it was at 27,800.
What you posted indicates you don't have a 90/10 portfolio.

Good luck in figuring out when to get back in as it sounds easy - until you actually try to do it.
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Old 03-28-2020, 04:04 PM   #44
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Originally Posted by sirsavesalot View Post
Down 7.1% YTD in my 90/10 portfolio and about $80k in company stock. I pulled my 401k out when the Dow was at 27k and then sold my company stock when it was at 27,800. I figure, if I jump back in right now, and it goes back to near 30k I'll be up about $120,000. I've NEVER touched my investments, but I felt like this time was different. I'm very glad I did what I did, when I did it, and have made sure to keep my mouth shut at work. A lot of very angry and scared people there.
7.1% on a 90/10 portfolio?...
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Old 03-28-2020, 04:14 PM   #45
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Originally Posted by REWahoo View Post
What you posted indicates you don't have a 90/10 portfolio.

Good luck in figuring out when to get back in as it sounds easy - until you actually try to do it.
+1
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Old 03-28-2020, 04:15 PM   #46
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Add a poll ?
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Old 03-28-2020, 04:20 PM   #47
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Up a little but I was all cash except for some swing trading. Call me a market timer if you like, I don't care, but the market is sure looking attractive to me now... My problem is I've been swing trading so long I'm not sure I can buy and hold for "years".
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Old 03-28-2020, 04:24 PM   #48
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After the short bounce this week, I'm down about 16% on a 66/26/8 (from the highest point this year).

However, I'm still up 21% from when I retired 4 years ago.

So, I dunno. I benefited from the higher AA to stocks for the last 4 years. If I had a lower stock AA for the past 4 years, I wouldn't have "lost" as much recently but I might be in about the same place balance wise.

Time will tell moving forward.
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Old 03-28-2020, 04:54 PM   #49
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Down 5% YDT
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Old 03-28-2020, 05:11 PM   #50
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Add a poll ?
Good suggestion. I have added a poll.
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Old 03-28-2020, 05:16 PM   #51
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I dunno. Have to wait until the papers arrive in a week or so.
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Old 03-28-2020, 05:37 PM   #52
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Can't vote since I'm up (not down)
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Old 03-28-2020, 05:56 PM   #53
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Portfolio down 9% ytd.
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Old 03-28-2020, 06:09 PM   #54
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YTD (March 27, 2020) returns for a collection of 'close-to' 60/40 funds (from Morningstar.com):

-13.62% VSMGX Vg LifeStrategy Moderate Growth (60/40)
-12.52% VBIAX Vg Balanced Index (60/40), no foreign
-16.47% DGSIX DFA Global 60/40 I, small-cap & value tilted
-13.71% VTTVX Vg Target Retirement 2025 (62/38)
-12.26% FQIFX Fidelity Freedom Index 2025 (59/41)

-11.40% VTWNX Vg Target Retirement 2020 (53/47)*
-14.96% VWENX Vg Wellington (67/33)*

Some others
+00.38% VMMXX Vg Prime Money Market
+03.07% VBTLX Vg Total US Bond Index
-03.18% VSCSX Vg Short-term corporate bond index
-22.12% VTSAX Vg Total US Stock Market
-25.07% VTIAX Vg Total Int'l Stock Market
-23.95% VGSLX Vg REIT Index
-35,16% VSIAX Vg Small Cap Value Index
-14.86% MTUM IShares USA Momentum Factor ETF

*These 2 funds VTWNX and VWENX are outliers because they are not that close to a 60/40 asset allocation this year.
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Old 03-28-2020, 06:21 PM   #55
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The city just did their final walk-through inspection of my commercial building. They told me that I will receive the Certificate-of-Occupancy next week.

I have ten new tenants waiting to move in and begin paying rent.

And I have two tenants [both retail businesses] that have been ordered to shut down. So we will be sending out letter telling both of those tenants that they may step paying rent until this is all over.

So we are down by two tenants, but by the end of the month we will be up ten tenants.
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Old 03-28-2020, 07:31 PM   #56
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I figure DW and I were down around 3% YTD on our investable assets a couple of weeks ago before the stimulus package was pased. Haven't checked since then. Losses were mostly in my retirement and aftertax accounts as DW went all cash in late Feb and escaped the carnage.

Equity was about 20% of our portfolio before the crash (less now). I assume our RE assets are about the same but it's hard to say.
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Old 03-28-2020, 08:50 PM   #57
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A week ago, down 15.5%. Right now, 8.5%
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Old 03-28-2020, 08:54 PM   #58
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Old 03-28-2020, 08:59 PM   #59
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I haven't looked and won't until Wednesday. We're heavy in bond funds, TIPS funds and cash, so I suspect our YTD is not going to be down too much. My wife and I came "this close" to moving a substantial amount from cash to stock funds in late January, early February, pretty close to the Dow's peak. A family situation sidetracked our efforts.
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Old 03-28-2020, 09:24 PM   #60
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Down 26% on 96/4 as of 27 Mar closing. But sleeping like a baby-- waking up every few hours screaming...:-)
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