Midyear Results 2008

[retire@40]

What, it's the middle of July and nobody is interested in YTD performance?

When we are in the positive we can't wait to make the public announcements, but the crickets can be heard when we are in the red.

Total Annualized Weighted Average Return through June 30 = -7.74%

This includes all retirement and non-retirement invested assets (cash accounts, mutual funds, stocks, bonds), but not home.

 

[DblDoc]

Woot. I beat you -9.01 YTD through today!!! Oh wait, I have that backwards don't I.

Never mind...

DD

 

[audreyh1]

Retirement fund: -6.8% through June 30th.

It looks much worse when I calculate through today!

Audrey

 

[Notmuchlonger]

A bit over -12%

 

[Bestwifeever]

-6% as of today.

 

[FIREd]

YTD -7.6% or -6.0% annualized.

 

[UncleHoney]

As of June 30......+2.78%

 

[Goonie]

Roughly about -9%....give or take .01% or .02%. Que Sera, Sera.

 

[Tadpole]

-2.5% as of last weekend.

 

[Rambler]

I've not tracked well enough to know for sure, but somewhere on the order of -12 to -15%...ouch. I was a bit overweighted in int'l and underweighted in bonds/cash.

That being said, I'm down about -5% in pounds...I think the worrying about the portfolio helps with that side of the balance sheet...

 

[d]

-7.5%

 

[RonBoyd]

-4%

 

[Moemg]

-5.4% but it feels much worse .

 

[Dawg52]

-5.5% as of 6/30/08. If you had asked as of June 1st, I would have been up slightly.

 

[dm]

I'm down 8.8% in my investments. We are around 70% stocks. We have a cola'd pension that covers 90% of our budget so no worries yet. As long as the pension is safe that is.

 

[Marquette]

Down around 11%.

 

[al_bundy]

just under -2%

 

[CitricAcid]

Are you including the money you are putting in at the same time as well?

 

[Marquette]

Are you including the money you are putting in at the same time as well?

Good point. That's a bad way to measure performance... although I assume the new money is down also

If I include new money contributions, then I am rather positive YTD. Heck, my 401(k) is down only a little more than what my employer has put in... so I'm not even losing my money!

 

[CitricAcid]

-12.3% then

 

[HFWR]

Ytd down ~ 8.5%...

 

[ziggy29]

Looking back YTD as of June 30... -7.68%.

 

[Bikerdude]

YTD -6.25%. 50/50. good chunk of DVY and DODBX.

 

[Jake46]

Ytd -7.91%

 

[retire@40]

Are you including the money you are putting in at the same time as well?

No, we are not the Beardstown Ladies.

I do keep track of my net worth growth on a monthly basis separately and fortunately that has been doing very well this year and over the long-term. To me, my net worth growth is the more important number.