2017 YTD investment performance thread

[CardsFan]

All-in, expense adjusted, YTD return is 7.28%

Since retiring January 2016, the portfolio has increased 16% even though we are spending from it!

I know this can't last, but I am enjoying the ride.

 

[robnplunder]

Up 6.1% YTD. Retired 1.5 years ago and my wallet had gotten fatter since then. Crossing my fingers, knocking on wood, throwing salt over my shoulder, etc. ...

 

[gcgang]

7.64% despite money losing option writing endeavor.

 

[Spudd]

6.03% despite a big loss in MJ stocks.

 

[kgtest]

+8.76% ytd. Still beating the S&P which is what I primarily track against...some nasdaq and DJI though.

 

[Crewer]

100*(Value on 5/26/17 - value on 12/31/16)/value on 12/31/16 = 8.3%

If I tell DH he'll book another vacation for sure.

 

[target2019]

Sell in May and go away?

 

[atmsmshr]

401k up 12.43% YTD, up 18.9% over past 12 months.

Still in accumulation - all in on stocks.

It won't last - but I am slow in diversifying into bonds because of low interest rates.

 

[Ronstar]

Once again proving that even a blind hog can find an acorn...

True. Probably because he hasn't taken his cut yet.

 

[Spanky]

401k up 12.43% YTD, up 18.9% over past 12 months.

Still in accumulation - all in on stocks.

It won't last - but I am slow in diversifying into bonds because of low interest rates.

Great return/YTD - much better than that of the market.

 

[robnplunder]

Folks are just swimming in added wealth. Nice going, folks. Sell in May and Go Away? I expect a some kind of correction. Market seems to be overbought in my mind.

 

[texcurtis]

Portfolio (44% bonds, 21% stock, 8% cash, 27% real estate) return YTD of 4.09%. I'll take it!

 

[Whisper66]

YTD ~ break even. Yup, I'm here just to make everyone else look good this year!

 

[Alan]

YTD, XIRR 3.81% on AA 51/49

 

[audreyh1]

Wow!

All investable assets (taking into account spending YTD) are up 7.44% YTD.

Retirement assets are up 8.24% YTD.

I'm surprised that W2R hasn't yet spooked the market.

 

[Corporateburnout]

7.49% as of yesterday's close on a 51/41/8 AA.

I'll be happy with this return for the whole year.

 

[Hexanova]

Our overall assets are up ~12.6% YTD, including some contributions, but a little of that is also fuzzy due to property value guess. It will be an interesting year as I'd accumulated nearly $400k in company stock and am working through divesting some of it as painlessly as possible. I'm also, generally, moving some money out of stocks just in case (but still bought more Amazon not too long ago, lol).

 

[Blue Collar Guy]

7.64 % as of close of business Friday. in real terms im up $285,900, in my book Dat's Large.

 

[Johanson]

As of today, I'm at 10.69% for the year and 15.95% since November 8, 2016.

 

[tdv2]

7.75% on 60/30/10 portfolio. Preparing to pull the plug within the next six months.

 

[NanoSour]

17.75% XIRR on 58/33/9. Just gonna stay the course and still playing catch-up from 2015's -0.36%.

Since ER here are the numbers

2013 12.08%
2014 5.66%
2015 -0.36%
2016 7.38%
2017 17.75% XIRR

AVG ROR 6.19% with annual inflation at 1.15%

 

[Andre1969]

I don't have the numbers in front of me at the moment, but I added everything up this morning, and I think I was up around 11.2% so far this year, and about 14.4% if you count additional investments made this year.

 

[redduck]

... and about 14.4% if you count additional investments made this year.

We're not counting those.

 

[PatrickA5]

Up 7.92%. 55/45.

 

[Root]

12.93% 90/10