Are you up or down as of 6/30 for the year?

[Frisco Kid]

Up 2.38% as of yesterday.....................

 

[ejman]

Up .76% as of 6/30

 

[pb4uski]

A moderate growth 60/40 index fund represented by Vanguard LifeStrategy Moderate Growth fund VSMGX has a total return of 1.65% YTD through 6/30/2015.

so if you had an 3% annual WR you would likely be just slightly ahead for the 1/2 year I think. If you had a 4% WR then you would be down.

 

[target2019]

About 2.0513654%.
Last night, before my 401K turned over new numbers, I was at 2.5%. That means the Greeks are assessing something like a .45 expense ratio on my ex-US funds.

 

[SumDay]

YTD up 2.85%.

 

[freebird5825]

As of right now, -0.81 YTD per M* portfolio tracker tool.
AA = 43/53/4
Not withdrawing or adding new money.

 

[wmackey]

Up 4.13, but also still working.

 

[LOL!]

so if you had an 3% annual WR you would likely be just slightly ahead for the 1/2 year I think. If you had a 4% WR then you would be down.

Unless you were invested in Vanguard Wellington which is about 65/35. It is up only 0.35% YTD through 6/30. Wellesley is down 0.4% YTD.

At this point,
-0.17% Total US Bond
+1.88%Total US Stock
+5.42% Total Int'l Stock
-6.23% REIT index

Clearly, international was not a bad place to be. It would be up even more if the Greeks had cooperated.

 

[sheehs1]

As of mid-day today, up 2.3% on invested assets. No adds, no withdrawals but does include dividends routed to cash in the accounts.

But I hold a lot of cash outside of this that I did not take into the calculation.

 

[enginerd]

Still working....retirement and investment accounts are up 10.4% for the year. A 6 figure increase in 6 months Most of my increase comes from a single privately owned stock that only gets a price adjustment once per year.

 

[jabbahop]

Up 2.5% not including adds and withdrawals


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[jfn111]

Account balance up 0.4%. Up 2.4% if factoring in dividends and withdrawals.

 

[MBAustin]

Up 0.6% not including distributions from taxable accounts (which were surprisingly substantial in June). No withdrawals needed (living off of last year's EOY distributions).

 

[PatrickA5]

Up 1.55%. No withdrawals. 50/50 AA now, was 60/40 for some of this year.

 

[FIYes]

Okay, caused me to look. My current balance is up 1.9% compared to beginning of year, but since I have had withdrawals, that doesn't seem too bad.


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[robnplunder]

My investments are up 3%, 1/2 of that due to my short term trades.

 

[retire2020]

Up about 2% thanks to International gain(Last year international was a drag...overall portfolio was only up 2.5% where as S&P was up about 11%...I hope they both go up or reverse the result this year).

 

[Spudd]

Up 5.2%, I think mainly because I'm Canadian and the Canadian dollar has been going down (which makes my US/International investments seem like they're going up).

After withdrawals it's only up 2.4%, but any increase despite withdrawals is great in my books!

 

[Corporateburnout]

1.66% on 50/50 AA. No withdrawals from the investment accounts

 

[audreyh1]

I'm up after Jan 2 withdrawal, but I don't know by how much until tomorrow.

 

[karen1972]

Up 2%, 3% in non-401k, 1% in 401k, I did however, sell a bunch of stuff before this dip, assuming it would happen and it was time to replenish the short term liquid asset fund.

 

[W2R]

I bought my dream house in cash on Friday, so I'm pretty sure I'm down. But, that was the plan! You can't take it with you, or so they tell me. It won't be quite so bad once I get my former home on the market and sold.

Gosh, I love my new home! It was a good choice for me.

 

[old woman]

I am up about 3% but took out a lot more so down .5%. I am trying not to get too rich so attempting to spend or gift more but after the dip this week I will wait for recovery to spend more.

 

[Alan]

Return of 0.5% although savings down a little because of withdrawals to pay for car and vacation.

 

[jkern]

Up 1.67%, no withdrawals, 50/50 AA