2019 YTD Investment Performance Thread

[KCGeezer]

Looks like my 12.6%. Not shabby for doing nothing except looking every once in a while. Beat my benchmark too!

 

[Ed B]

12.3% as of April 30th.

65/35

 

[street]

Even while traveling I still check up on my stash. No reason not to, when you have access to fast Internet, and at night while resting from a day of walking.

Jan 31 YTD: 9.45%
Feb 28 YTD: 12.34%
Mar 29 YTD: 13.85%

April 30 YTD: 17.9%

Stock AA is down to 62% from 70%, due to call options on semiconductor stocks getting assigned. I might have sold too early, as I would have picked up more than another 1% if I did not sell these options. Oh well, greed may turn to fear in an instant.

You just knocking it out of the ball park, Brother. Lol Nice gains.

 

[scrinch]

We're stumbling along at 5.1% return for Q1 2019. That doesn't seem like much, but it's about 3 years worth of expenses for us. We're investing at the low-risk end of the spectrum since we've already accumulated what we need, and so don't need to continue to take significant risks.

 

[audreyh1]

At end of April, retirement assets were up 12.7% YTD, nice!

Last couple of days have hit that a bit hard though.

 

[pb4uski]

Been traveling so I'm a bit behind on some things. 10.56% YTD as of Apr 30 a bit behind the 10.93% of my benchmark VSMGX.

I snagged some 3.5% 5 year CDs this month for about 8-9% of my portfolio so those jucy 3.5%ers should help beridge the gap some.

 

[NW-Bound]

You just knocking it out of the ball park, Brother. Lol Nice gains.

This may be reversed in a heartbeat.

I would not take anything for granted.

 

[skipro33]

5/3/19 I am at 16.15% YTD, invested 50% Dow and 50% S&P500 Indexes.

 

[RobbieB]

As of 4-30-19, Up 17.6% YTD

 

[atmsmshr]

4.5% YTD in the 401k.

Related perspectives
- 8.6% growth over the last 12 months in 401k which smooths out the December bear mauling.
- pension balance grows at a floor of 4%/yr
- dollar average between the two is 7.5% past twelve months.

Still working, but will become self unemployed this summer. As a result, have gone from 30+ years of 100% equities in the 401k to under 40% today. Plan is to have next 7 years income in cash, MM and short term Treasuries. Nearly all the stock is in NextEra, which has been growing at 15%/year.

Strategy is intended to minimize SORR while preserving NUA with company gifted stock appreciation. Rollover to IRA at 60 and pay taxes/live on stock basis distribution. NUA distributions at 61and 62 for capital gains to give me a ridiculously low tax bill and leftover for Roth conversion. Keep subsequent income below the Medicare limit starting age 63. Leave the pension alone until 64 or 65 as sort of a super bond. (Pension plan is 165% overfunded).


After that, going to stay 50/50 until we see the Pearly Gates. FIDO gives a 100 for this plan, considering spending reductions after 75years old from slowing down and mortgage payoff.

 

[target2019]

March 2019

• +10.75% Total Portfolio Value increase YTD
• +07.92% YTD Performance, total pie weighted
• 50-45-05 (Stk-Bnd-Csh) Target AA

Nice end to 1st quarter of 2019.

Was away on vacation, and missed end of April numbers.

Mid-month progress is something like the following:

Mid-May 2019

• +12.52% Total Portfolio Value increase YTD (May)
• +08.54% YTD Performance (Mid-May), total pie weighted
• 50-45-05 (Stk-Bnd-Csh) Target AA

 

[robnplunder]

8.84%. FSRPX continues to be my top performer.

Still up 5.15% YTD. Not a good month.

 

[revhappy]

Updating networth figures as of 31/05.
Main contribution for increase of networth is strong INR/SGD and my fixed income is mostly INR.
My direct equity exposure is 19%, however I have OTM short PUT positions and hence including the notional as equity exposure, for conservative accounting, which takes it up to 38%.


All figures in '000 SGD.

 

[target2019]

Was away on vacation, and missed end of April numbers.

Mid-month progress is something like the following:

Mid-May 2019

• +12.52% Total Portfolio Value increase YTD (May)
• +08.54% YTD Performance (Mid-May), total pie weighted
• 50-45-05 (Stk-Bnd-Csh) Target AA

May 2019

• +10.22% Total Portfolio Value increase YTD (End of May)
• +06.84% YTD Performance (End of May), total pie weighted
• 50-45-05 (Stk-Bnd-Csh) Target AA

Not ready to give up the ship, although I was overboard for May, but managed to climb back in...

My 401k contributions were reduced for the month, due to non-work. Long story! Not enough to get worried about.

If I'm Stocks, and she's Bonds, Bonds workied for us throughout the month.


Have a superb June.

 

[CardsFan]

YTD: +7%

AA: 54/46

All in, spend adjusted.

 

[marko]

8.36% YTD. 3% after annual W/D adjusted

 

[Lawrencewendall]

7.83% ytd 90/10 aa

 

[pb4uski]

6.83% YTD through the end of May. VSMGX had a better month... is now 7.54% YTD.

Been traveling so I'm a bit behind on some things. 10.56% YTD as of Apr 30 a bit behind the 10.93% of my benchmark VSMGX.

I snagged some 3.5% 5 year CDs this month for about 8-9% of my portfolio so those juicy 3.5%ers should help beridge the gap some.

 

[street]

7.3% ytd

 

[Clone]

11.3% ytd spend & contribution adjusted (was 15.3% ytd last month)


was 90/10, now 55/45 (eff 5/23)

 

[KCGeezer]

Still sitting at 60/35/5 and very happy with 8.8% spend adjusted gain.

 

[marko]

As an aside, I've recently become [-]obsessed[/-] paying more attention to my performance after my annual withdrawals. Not sure why I hadn't taken it more seriously before.

A 7% annual performance is great, but not if one's W/D is 8% (just as an extreme example)

As noted above, with a half year ahead and a less than cooperative May, my post-W/D performance is just about 3%...and hoping for the best.

I've often said "as long as all the bills are paid at year's end and I have more money in the portfolio then than the first of that year..."

 

[HFWR]

4.3% (8.2% - 2019 wd)

 

[sengsational]

7.6% YTD, all-in, spend adjusted. I was away last month, but did a pull on 5/20, where I was at 9.2% YTD. So I guess there's been a recent down draft (not that I'd know...I don't watch the news and haven't been reading as many financial posts here as usual).



But viewing the bigger picture, I'm about where I was in February, so just some gyrations. One thing of note, though: in today's pull I hit a rebalancing bar (10% below target) on US equities. So I guess by rule, I'll need to rebalance on Monday.

 

[kgtest]

1/31 +10% YTD Over half recovered from my terrible Nov/Dec '18
2/28 +14.57% and almost back to my 52 week high.just another ~4.5% to break the 52 week high
3/31 +16.75% and I was beating all three major indexes...
4/30 +21% 52week high, net worth at record highs, liabilities at all time lows...blessed.
5/31 +13.27% nice little 7% tariff haircut. Oh, I know it was priced in eh?