YTD Performance Poll

[Coolius]

Since my original reply to this thread, the market has collapsed even further, and I'm pushing even for YTD. Suspect I will be in the red before much longer - but I'll hold on to what I have.

Oil majors have really taken it on the chin - stocks are priced like as if no one will be driving anymore, and we are all going to emulate the Amish with their horse & buggy. One would think that Oil has become a toxic substance, akin to nuclear waste.

Here's hoping everyone is not too badly hit.

 

[retire@40]

As of June 30 (last time I calculated) I had an annualized rate of return of 7.03% for all investments.

 

[skyvue]

My YTD performance is getting worse by the day!

 

[rescueme]

My YTD performance is getting worse by the day!

Hope your year ends quickly ...

 

[W2R]

My YTD performance is getting worse by the day!

Mine, too! Oh well. It's just part of the roller coaster ride.

 

[Lisa99]

As of yesterday 5.94%.

AA is 60/40 split between five index funds.

Tomorrow the return will be lower unfortunately.

 

[chinaco]

Ok... everybody time for a do over on the poll.

Market Report - Aug. 4, 2011 - CNNMoney

 

[braumeister]

Relax, we've all seen worse.

 

[DblDoc]

My YTD performance is getting worse by the [-]day[/-] hour!

Fixed it for you...

DD

 

[DblDoc]

Relax, we've all seen worse.

^^ Excellent advice.

Rebalance if you hit your bands.
Consider tax loss harvesting your taxable accounts.
I also just realized another reason why I don't track the YTD #. It can change quickly.

DD

 

[ziggy29]

+2.8% as of the most recent "refresh" of securities prices.

And now closer to flatlining...

 

[HFWR]

Up 3.5% on the big kahuna; too lazy to look up the rest...

ASSET CLASS|ACTUAL|TARGET
CASH|10.17%|10.00%
BONDS|43.13%|42.50%
STOCKS|36.30%|37.50%
RE|5.50%|5.00%
COMM|4.91%|5.00%

Tables is hard...

Er, uh, check that...

‪Steely Dan - "Black Friday"‬‏ - YouTube

 

[tmm99]

The way things are going, maybe we should poll again in another week...

 

[Beryl]

Still over 3% since I pulled out last Monday -- except some IBM stock which got hit. Fortunately IBM had skyrocketed so much, the $171 looks very good to me.

 

[frayne]

Looks like we need another poll in order to update the carnage.

 

[ziggy29]

Looks like we need another poll in order to update the carnage.

Or maybe stop it with the polls if this is the result....

 

[chinaco]

Relax, we've all seen worse.

True.... and my allocation can (hopefully) handle it... I set it up to be FIRE proof (pun intended).

But do I have to watch the same show again and again so many times in a row in such a short period of time?

 

[Rustward]

As of yesterday 5.94%.

AA is 60/40 split between five index funds.

Tomorrow the return will be lower unfortunately.

Just curious, did you get that number from Quicken?

 

[HFWR]

Yesterday...

ASSET CLASS|ACTUAL|TARGET
CASH|10.17%|10.00%
BONDS|43.13%|42.50%
STOCKS|36.30%|37.50%
RE|5.50%|5.00%
COMM|4.91%|5.00%

Today...

ASSET CLASS|ACTUAL|TARGET
CASH|10.41%|10.00%
BONDS|44.22%|42.50%
STOCKS|35.12%|37.50%
RE|5.29%|5.00%
COMM|4.96%|5.00%

No where near my rebalance band of 25%...

 

[4merKPer]

Yay! Despite the big sell off today, I'm still up 1.01% YTD.

Of course there's always tomorrow.

A little gallows humor!

"Stay the course, stay the course..."

 

[calmloki]

After the index funds reported on 8-4-11 we are down 0.4% for the year on stocks and Wellesley. Other stuff is doing better.

 

[Surewhitey]

Yesterday, up 5.61%, today, up appx. 1.61%...this is my trading funds not my 401k...lucky to be in the green on that one...

 

[Spanky]

After today's steep decline, the new YTD is 1.33%.

 

[Midpack]

Wowza, the number I posted a few days back isn't true anymore. But I'm not worried, I'll sleep like a baby as always.

By chance (just retired and have a pension lump sum and 401k) I have a huge pile of cash from rollovers that was destined for bond funds, hmmm mm...

 

[GregLee]

As of June 30, up 1.12% for the year on mostly common stock mutual funds.