2023 Investment Performance Thread

[marko]

Had been up 7.8% YTD in July.

Now, up 4.6% YTD but on track for ~6% year end run rate which is what I usually plan on.

 

[5Miler]

Looks like I get to start the ball rolling for October results.

Oct MTD -2.19%

Oct YTD +7.29%

 

[gamboolman]

As of 1-Nov-23 for our Total Portfolio, we are + 3.9% from 1-Jan-23.

Current Asset Allocation is approximately 52% Equities, 29% Bonds, 19% Cash.

 

[marko]

Oct MTD. -1.09%

YTD. +3.6%

 

[target2019]

Almond Joy - +8
Mounds - +13

 

[Andre1969]

Here's my latest. Oh crap.

1/31/2023: +7.08% YTD.
2/28/2023: +4.22% YTD.
3/31/2023: +7.18% YTD.
4/28/2023: +8.40% YTD.
5/31/2023: +8.96% YTD.
6/30/2023: +14.51% YTD.
7/31/2023: +17.96% YTD.
8/31/2023: +16.04% YTD.
9/29/2023: +11.04% YTD.
10/31/2023: +7.65% YTD.

Could be worse, I guess. At least I'm still up for the year.

 

[street]

5.55%YTD on an 80/20AA.

I will have a fixed account after this week about 6% of portfolio in fixed account for 9 years at 5.80% compounded daily. With a choice to withdraw 10% each year without any penalties.

 

[Markola]

+6.3% YTD. MSTR and BTC have helped of late.

 

[target2019]

+1.27 YTD for 55/45 portfolio.

 

[FREE866]

Up 6.39% YTD


98% equity



Exposure to small caps and to a lesser extent international continues to have me lag the S and P and NASDAQ

 

[Rianne]

tIRA CDs & Treasuries - 4.37%
Taxable - 8.7% - equities
Overall - AA 40/55 - 6%

 

[copyright1997reloaded]

September Ugh results:
September -2.7%
YTD: + 4.9%
YoY: +12.2% (improved only because Sept 22 was so awful)
Since high [12/31/21] -8.2%
Since 12/31/20 +2.8%
Since 12/31/19 +17.6%

Things continue to deteriorate, somewhat helped by high shorter term bond holdings:
October: -0.8%
YTD: +4.0%
YoY: +5.5% (from 11/5/22)
Since high [12/31/21]: -8.9%
Since 12/31/20: +1.9%
Since 12/31/19: +16.6%

 

[RetiredAt49]

AA: 100% equities (excluding rentals)
YTD: +19.14% (excluding rentals)

 

[Ready-4-ER-at-14]

Was up 9.9% ytd on mix 50.2% stock 44.5% fixed 5.3% cash. Net worth of this up 7.7% ytd as used 2.2% of the gain for tax payments for ROTH conversions. I had forgotten how much we all had been in February and this year feels like it had been death by 1000 paper cuts as so many down days in recent past. Had a few losses in cash accounts that will reduce taxes some but not increase net gain significantly enough to calculate.

 

[wdberry62]

October -2.1%
YTD +11.1%

Portfolio is 80/20

 

[SloHan]

For October down 2.64%

+7.65 % YTD AA 85/15

 

[ATXFIRE2034]

Lost 5% of my portfolio gains for the year in the month of October.

- Up 36% across my portfolio YTD
- Current AA is unchanged (equities / bonds / cash) = 86% / 0% / 14%
- Overall NW is still up 21% YTD
- Still at 60% of my goal FI target

 

[TB1960]

On our Schwab portfolio with an AA of 65.5/34.5 equity/fixed income we are..

YTD +4.89% ending January
YTD +3.34% ending February
YTD +5.50% ending March
YTD +6.18% ending April
YTD +6.34% ending May
YTD +11.06% ending June
YTD +14.64% ending July
YTD +13.07% ending Aug
YTD +10.20% ending Sep
YTD +7.99% ending Oct

The way things are going I'll be back to where I started in Jan

 

[KCGeezer]

I’m plodding along with a 3.3% ytd gain. But I have butternut squash soup simmering on the stove and the sourdough bread is rising so I’m happy.

 

[marko]

Oct MTD. -1.09%

YTD. +3.6%

Update from three days ago after this week's run: YTD +6.2%

 

[Andre1969]

Update from three days ago after this week's run: YTD +6.2%

Yep, these past few days were nice. I went from up 7.65% at the end of October, to up 11.41% yesterday. In just three days, my invested assets have made me more money than my job has, so far this year! Is it time to break out that W-word that tends to be taboo around here?

 

[FREE866]

Up 6.39% YTD


98% equity



Exposure to small caps and to a lesser extent international continues to have me lag the S and P and NASDAQ

Now my YTD is up 11.25%!!!!!


I'll take it!!

 

[audreyh1]

OK finally caught up - YTD thru Oct was 2.71%. Ouch, October was a bummer!

What a difference three days make though. YTD thru Nov 3 is 5.61%, erased my Oct losses and then some.

50/50

 

[srblanco7]

This past week was a nice recovery. As of 11/3 +10.25% YTD with AA of 76/18/6.

 

[target2019]

Too much green!
https://finviz.com/published_map.ashx?t=sec&st=d1&f=110523&i=sec_d1_071798352

Go Eagles!