Early Retirement & Financial Independence Community

Early Retirement & Financial Independence Community (https://www.early-retirement.org/forums/)
-   FIRE and Money (https://www.early-retirement.org/forums/f28/)
-   -   Finally Positive for the Year (https://www.early-retirement.org/forums/f28/finally-positive-for-the-year-35703.html)

2B 05-18-2008 02:21 PM

Finally Positive for the Year
 
This will give everyone a chance to pipe in with how much they're already making but I'll make my declaration anyway. As of Friday's (5/16) close, I had an annualized return of 1.16% for 2008 (per Quicken). This is with a pretty much plain vanilla index portfolio of 40% fixed / 25% large cap / 10% small cap / 20% foreign / 5% high yield (preferred funds).

Hopefully, I won't jinx the market.

Spanky 05-18-2008 04:04 PM

Our YTD is 0.15% with a mix of 60/40 (equity/fixed income).

tiredofwork 05-18-2008 05:03 PM

4.7% annualized YTD per Quicken

Animorph 05-18-2008 05:22 PM

-0.97% YTD annualized per Quicken. About 85/15 diversified equities/cash right now. I just removed my hedges, so I'm sure we'll head down from here! At least I'm just about at my desired AA.

Dan

Mike1968 05-18-2008 05:41 PM

YTD .39% with a 65/35 Stock/bond Split
Since Oct 10th 2007, I have a -2.20% return.

semtex 05-18-2008 05:56 PM

YTD 28.7%, always fully invested on stocks. It is good for me so far, since I focus on penny stocks only.

Bikerdude 05-18-2008 06:02 PM

Up 1% YTD with 50/50 portfolio.

REWahoo 05-18-2008 06:06 PM

Quote:

Originally Posted by semtex (Post 658433)
... I focus on penny stocks only.

Thus explaining why you chose your forum name. You got money in RDX and PETN? ;)

FIREd 05-18-2008 06:12 PM

+1.83% annualized YTD (Quicken). About 70/30 stock/bond portfolio. Not sure when it turned positive...

TromboneAl 05-18-2008 06:49 PM

Don't forget that on Jan 2, the market was already down 5-10%.

semtex 05-18-2008 06:50 PM

Quote:

Originally Posted by REWahoo (Post 658437)
Thus explaining why you chose your forum name. You got money in RDX and PETN? ;)

I do know the stocks you mention. One winner I got this year is CNEH.OB, I bot @2, still hold tightly. I will not sell until it 10+

Usually all my picks are OB stocks.

REWahoo 05-18-2008 07:00 PM

semtex, you missed my attempt at a joke. Check the link I posted and you will see that Semtex is the name of a plastic explosive made from two other explosive compounds: RDX and PETN. :)

donheff 05-18-2008 07:39 PM

I don't know my real rate of return since I just track the market return of our funds on Google finance - not the real total return. But I did show DW the bottom line which shows that we just crawled back to our October 2007 high which was an important psychological milestone. DW saw that figure and said, " I really am quitting this year." We shall see.

HFWR 05-18-2008 07:47 PM

Shhhh, you'll jinx us...

DblDoc 05-18-2008 09:56 PM

Quote:

Originally Posted by TromboneAl (Post 658448)
Don't forget that on Jan 2, the market was already down 5-10%.

So the sale is still on then. Good!

DD

DblDoc 05-18-2008 09:58 PM

Quote:

Originally Posted by HFWR (Post 658470)
Shhhh, you'll jinx us...


HFWR - I caught your sig just as Jimmie was saying that line... I-Tunes and the ER forum just go together.

DD

HFWR 05-18-2008 10:04 PM

I'm gonna wave my freak flag high... O0

LOL! 05-19-2008 03:48 AM

Quote:

... annualized YTD per Quicken
OK you Quicken folks, my mom has Quicken and the only way to get legit returns is to calculate a date range of 1/1/2008 through 12/31/2008. For example, if your are up 3% to 6/30/2008 and use date range 1/1/2008 to 6/30/2008 then Quicken will return a 6% annuallized YTD.

We are down 0.09% for the year 2008 (not annualized!) through Friday.

2B 05-19-2008 04:01 AM

Quote:

Originally Posted by LOL! (Post 658539)
OK you Quicken folks, my mom has Quicken and the only way to get legit returns is to calculate a date range of 1/1/2008 through 12/31/2008. For example, if your are up 3% to 6/30/2008 and use date range 1/1/2008 to 6/30/2008 then Quicken will return a 6% annuallized YTD.

We are down 0.09% for the year 2008 (not annualized!) through Friday.

That's why I very specifically put in "annualized."

This still represents about 6% off the October high but I didn't run that number. I'm not going to dwell too much on "cuda, shuda, woda..." That's sooooo last year.

ex_CFO_now_RVer 05-19-2008 08:21 AM

up 1.07% ytd 65/35

Dave


All times are GMT -6. The time now is 04:25 PM.

Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.