2018 YTD investment performance thread

[sengsational]

Wow, that is awesome, what do you have in your portfolio? Short bitcoins?

Realize that those who are down 80% aren't posting here

 

[brokrken]

Down 5.3% overall. This is mainly related to the fact that I had significant gains in NVDA, AAPL and FB and those have been crushed over the last 2 months.

 

[kgtest]

EDIT1: +5.4%ytd (for the third time this year apparently) Probably a bit more after my one VIMAX index updates at 8pm. ON a side note, I just realized my timezone is still set to Pacific on the server lol.

1/4/2018 1.40%
2/1/2018 5%
3/1/2018 1.95%
4/1/2018 0.36%
5/1/2018 0.28%
6/1/2018 5.50%
7/1/2018 7%
8/1/2018 9.35%
9/1/2018 16.08%
10/1/2018 15.43%
11/1/2018 5.4%

 

[KCGeezer]

I’m actually up! One whole tenth of a point.

I’ll wait for year end to see how it compares to my hopes/dreams/projections from 2014 since I only stored the year end numbers. Right now I’m going to make another turkey sandwich.

 

[sengsational]

My usual month-end (real month end, as in, after the market closes on the last day of the month), all-in, money-chip style spend adjustment: -0.2%


I'd love to say I was above water for the year, but pretty much even.


To keep things in perspective, I'm 36% higher since retiring! That value will also will go negative some day. Let's hope that doesn't happen anytime soon!

 

[street]

sengsational >> That 36% is impressive to me. How long you been in retirement?


I'm at 20% higher then what I started with. My numbers aren't all in yet for the day to see what my YTD % is.

 

[Rickt]

+ 1.29% ytd (73/25/2)

 

[pb4uski]

Nov 30 0.60%
Oct 31 -0.73%
Sep 30 4.22%
Aug 31 4.00%
Jul 31 3.04%
Jun 30 1.06%
May 31 1.24%
Apr 30 0.37%
Mar 31 0.12%
Feb 28 0.88%
Jan 31 3.53%

 

[robnplunder]

Am at -0.2% due to most of my mutual funds under performing. I need to remind myself that today's losers will be tomorrow's winners.

 

[atmsmshr]

FIDO says 401k is up YTD 7.82% sans contributions. On track for FIRE in 2020 at 59 years for DW and myself.

Pension cash balance clicking along in autopilot.

50% stocks and 50% money market since June after being practically 100% equity for 32 years - the days of swinging for the fences are behind me. DCA in monthly contributions to international now because of low costs.

No bond funds while Fed is raising rates. No CDs because my plan does not offer them.

Atom

 

[street]

Up 3.95% YTD very glad to have that.

 

[RetireAge50]

+ 1.47% YTD (75/19/6)

Side note: I withdrew 3.43% so portfolio balance down about 2% so far this year.

 

[target2019]

October 2018
+2.12% Total Portfolio Value increase YTD
-3.80% Month increase from previous
+1.76% YTD Performance, total pie weighted
52-43-05 (Stk-Bnd-Csh) AA

Expert Analysis: May get worse before improving...

November 2018
+3.62% Total Portfolio Value increase YTD

-0.06% YTD Performance, total pie weighted

50-45-05 (Stk-Bnd-Csh) AA - new AA going forward

Expert Analysis: Based on previous expert comment, I am no expert.

 

[Cpadave]

+2.58%. About 60/40 allocation.

 

[Golden sunsets]

Our PRR is +.18%. Normally our cash is a drag on our overall performance. This month, it pulls our overall performance into the black from red.

 

[Clone]

YTD up about 3%. Much better (percentage wise, anyways) than last month which was right at 0%.

 

[John Galt III]

Up one %. Most of portfolio is in beloved stable value funds.

 

[Dtail]

Up one %. Most of portfolio is in beloved stable value funds.

Have only 22% in SVF. Didn't realize how good this option was in the 401k and now can't put anything more into it. Won't touch it until RMD time in 12 years.

 

[CardsFan]

Just about even YTD (-0.08%)

 

[Klubbie]

Down about 1.5% YTD. I have about 8% in SCV, 5% in EM. Roughly 20% Total International too through Target Date funds. The Factor tilt and International are obviously a drag.

 

[GrayHare]

Monday Premarkets are up big.

 

[gcgang]

Thought I'd better hurry and post before I go negative - up 0.90% , 60/40.

 

[jfn111]

This morning I was up 3.6% YTD. Don't ask me tomorrow.

 

[Jeffman52]

This morning I was up 3.6% YTD. Don't ask me tomorrow.

I was thinking when I looked yesterday that I would end the year positive with a 5.72% to the good showing yesterday.

Tomorrow will be ugly.

 

[ExFlyBoy5]

I'm kinda glad that we are sitting on a large amount of cash today. Not looking at my brokerage accounts, though...that would probably be depressing.