2020 Investment Performance Thread

[Dtail]

Nearly all bond and TIPS funds and cash here, yet I don't have the nerve to look. What would normally be a solid foundation (bonds) during a time of a bear market, not this time around.

Need to have treasuries instead of Corporates in this type of market.

 

[kgtest]

At one point during the day yesterday I was down -35% from my highs . OUCH! Today -25% on the year so far with 100% equities. Still buying every week.

 

[COcheesehead]

Down about 9%. Nibbling on equities and muni’s. Higher quality muni’s in the 3 month to 2 year range yielding over 3%. If you go out 3+ years, you can get 4%.

 

[Clone]

Down 8.5%. Had been 95/5, now 16/84. I did buy back in some today. I think it is still going down.

 

[slowsaver]

Down 21% YTD. Even my bonds are down 8%.

 

[braumeister]

Down 14.5% YTD as of yesterday, on my roughly 45/55 stash.

It had been closer to 50/50 but not as bad as it could be.
The good news is that the expensive travel we had planned for Italy and Germany this year won't happen, so that make this bearable.

 

[SumDay]

Down 11% from 1/1. 42/44/14

That 14% feels pretty good right now. Just ran FireCalc with our latest balance and still at 100% for 36 years.

 

[Ed B]

As of COB 3-20-2020

-20.4% YTD

 

[foxfirev5]

In times like these percentages are worthless. Down close to 500 large. Holding my nose as I buy VTI/VTSAX all the way down.

 

[audreyh1]

Oh lord it’s bad now. I think I’m down almost 18% after yesterday. And today will be worse!

 

[foxfirev5]

In times like these percentages are worthless. Down close to 500 large. Holding my nose as I buy VTI/VTSAX all the way down.

Please note that I came to this forum from Bogleheads in March 2009 AFTER Jack Bogle stated that when you can't afford to lose anymore you need to get out. Total BS. You need to decide for yourself.

 

[eytonxav]

Down 14.3% as of today

 

[Born2Fish]

-18.1% YTD.

Individual stock positions in my IRA really set me back.
----Oil MLP and REITs = lesson learned.

Incrementally buying SPY as the decline continues.

 

[Dtail]

Hit my all time low in investment assets, one month and a day after hitting my all time high.
How is that for volatility?

 

[Katsmeow]

I was down 18% as of yesterday, so a little more today. I had about a 55/45 allocation at start of year. Around February 10, I decided to move to a 50/50 allocation which is where I was when stuff started going south.

 

[pb4uski]

-19.63% YTD as of today. Ugh!

 

[ESKyoko]

Down 16% YTD with a portfolio that started at around 65/35 at the beginning of the yr. Had been meaning to reduce to 60/40, but didn't get around it it due to a health issue that took my attention for a while. Now without doing anything I'm at 55/45, but I'm almost ready to sell off to get to 50/50, or 45/55. Normally, if we had a govt I had confidence in, I'd hold the line, but watching the press conferences everyday, faith is fading quickly. Particularly concerned because I am officially retiring April 1st due to my health issue. Great timing.

 

[dvalley]

YTD: -26%
Since Feb peak: lol

 

[Rickt]

- 22% YTD 70/30 portfolio......Ouch!

 

[Looking4Ward]

I'm down 25% as of today and sitting still.

 

[ShokWaveRider]

Up 3.82 YTD.

 

[eytonxav]

Up 3.82 YTD.

You should be banned from this thread

 

[jollystomper]

Down 8.5% YTD. Still sleeping well at night.

 

[RetireAge50]

-22.55% ytd yee-haw!

 

[Fermion]

-22.55% ytd yee-haw!

I got you beat...down 24.2%. HAH HAH!


crap, wait, this isn't golf...