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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 04-01-2020, 06:06 PM   #141
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Quote:
Originally Posted by FREE866 View Post
Down 29% from the high.
Down 26% YTD.


I read today that even a 60/40 portfolio is down more than 20% from the high , yet 80% of the people on this board have done better than that according to the poll. .

I didn't know 80% of you had portfolios more conservative than 60/40. Interesting.
30/70 going in.
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Old 04-02-2020, 10:46 AM   #142
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Down 13% 52/45/3 Stock portion is mostly large cap -dividend producing.
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Old 04-02-2020, 12:04 PM   #143
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If you just look at the one thing I'm invested in, it is down 31% from the high, 30% YTD, something like that...

However if you include cash and total balance of everything, which includes pension and SS income, we're down 20% YTD.

Some day I will figure out how to accurately calculate all this in a spreadsheet...
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Old 04-02-2020, 12:22 PM   #144
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Down about 10% for me since start of year. Not as bad as I thought .
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Old 04-02-2020, 12:47 PM   #145
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Individual: 600 k
Conservative portfolio. Lags during good times, outperforms (goes down less) during bad.

IRA: 65k
Same as above.

HSA: 14k
Started a 10k ladder in early January
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Old 04-03-2020, 10:04 AM   #146
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YTD
-13.2%
50/45/5 approximately
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Old 04-03-2020, 10:16 AM   #147
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Quote:
Originally Posted by airforce1 View Post
AA for my TSP was 80% C fund, 10% G fund, 10% Small cap.

Personal Investment Performance (PIP) for the past 12 months ending 02/29/2020 is 5.08%.

It will be a couple of days before I have March performance published but I am positive it will be negative territory.
New stats published from TSP

Your Personal Investment Performance (PIP) for the past 12 months ending 03/31/2020 is -8.89%.

I have now reallocated to 90% G Fund, 10% C Fund and won't change until I see majority of countries exhibit flattening CoVID-19 growth curves.

Currently, China is not honest with their CoVID-19 numbers as people suspected and I believe this pandemic will be the straw on the camel's back and break their large shadow banking economy.
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Old 04-03-2020, 10:30 AM   #148
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Down 8% YTD. 30/70
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Old 04-03-2020, 10:38 AM   #149
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Up 2.5% for 2020 so far. Only have my portfolio in bonds and cd's. I am a conservative investor. lol. Sold stocks around October and put all in cash. Hindsight, glad I did. I am on the lookout for purchasing some stocks when all this is over.
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Old 04-03-2020, 11:10 AM   #150
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Originally Posted by kimcdougc View Post
Up 2.5% for 2020 so far. Only have my portfolio in bonds and cd's. I am a conservative investor. lol. Sold stocks around October and put all in cash. Hindsight, glad I did. I am on the lookout for purchasing some stocks when all this is over.
Nice. I am all in total stock market/sp500 index and my ytd is -22%.

I will put more into the index funds a month later. Never seen so much cash in my money market account after I stopped the automatic invest options.
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Old 04-03-2020, 11:29 AM   #151
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Can't vote since I'm up (not down)
Ditto.
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Old 04-03-2020, 04:52 PM   #152
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Down 1.69% for March, a lifetime of conservative investing finally paid off. Just a week prior to all this starting I had a Merrill Lynch rep questioning my investing and large cash reserve and of course wanted to "help" me earn more money.

I'm sure there's good honest financial people out there someplace but literally everyone I've ever spoken to has been used car salesman in disguise. Age 60 and I couldn't be happier with the end result of my lifetime of saving and investing. Trust your gut.
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Old 04-03-2020, 09:55 PM   #153
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Down 17% on cash and marketable securities, which make up about 1/3 of our assets. Rest is investment properties (residential), which Im sure are down, but I have no idea how much.
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Old 04-03-2020, 09:59 PM   #154
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I'm slightly up...I sold all of my equities with the exception of some annuities (which can't go down) a year ago. In the following 8-10 months after I sold everything, I was disappointed I missed out on the further run up in the markets but now I'm feeling good with my decision. I believe in investing with buy, hold AND SELL strategies. Nothing goes up forever and bear markets are somewhat cyclical and usually don't end quickly so you usually have plenty of time to get back into the market at reasonable prices.
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Old 04-04-2020, 06:49 AM   #155
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Have been using Personal Capital for the past 5 yrs. Its free, and makes everything easy to see & track on one page. Day, Month, Year, Historic numbers etc. Its made retirement easy. Otherwise things would be difficult to track. Net worth, Cash flow, Holdings etc. Highly recommended. Investing through the Co. is optional. I do not. But am sure some do. (Not trying to sound like an add. Just passing it on) Nothing in it for me. https://www.personalcapital.com/sign...RoCvM4QAvD_BwE
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Old 04-06-2020, 12:21 PM   #156
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As of last Friday, down 16.5%.
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Old 04-08-2020, 01:41 AM   #157
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I haven't really figured it. It's kind of a boring exercise to me. I try to figure year over year, shortly after all my paperwork comes in in January. Looked good then of course even after RMDs (taken in '19).

Now:

About 75% of port:

My only single stock is up a bit less than 10% for the year.
PMs up about 7%
SPDAs up 5% PA so up about 1% for the year
GIF (only about 2% PA so) up about 1/2 %
Insurance w/cash value (Don't throw anything - turns out to have been a good bet with CAD now) up about 4% PA so up about 1%
I-bonds (a bit less than 4% PA) so maybe 1%

Remaining 25% of port:

S&P 500 YTD down about 18% (correct me)
MSCI ex US YTD UP about 7% - can that be right?? (please correct me)

Best SWAG down 0 to 10% YTD
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Old 04-08-2020, 07:37 AM   #158
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40/60 allocation. Down 9.2% first quarter.
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Old 04-08-2020, 09:38 AM   #159
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16.33% down right now.

Although I do have a speculative investment for a few thousand that is up 230%. So that helps to offset this somewhat.
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Old 04-08-2020, 10:22 AM   #160
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With my 45/45/10 AA, I am (as of 3/30/20) down 9.5%. As I follow my plan and do not fiddle with my AA, I sleep well, night and day.
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