2021 Investment Performance Thread
- Thread starter robnplunder
- Start date
Lawrencewendall
Full time employment: Posting here.
Ytd + 16.98% 80/20
10.2%, but 52% stocks/22% cash. This is fantastic, since I'm purposefully low risk running into FWA for SS in 3.5 years.
I'm about to have a conversation with DW whens she's back from backpacking on the greenlight to spend more, considerably more. I know this doesn't sound like much to you 90/10 or 80% stock peeps, but this means our risk level has gone to almost....nothing, since I hit FWA pretty soon. That's factoring in a 40% market crash over the next 3 years, so we are (almost) 97% derisked (never say never) after a huge decline.
I've noticed international outperforming again the last two months, which has helped recently. Will be interesting to see if it continues, since there was a bit of this at the beginning of the year, then the S&P started outperforming again, as it has for years. So far over the last 4 years I've hit about the best possible outcome before SS, rather than mediocre or the bad case. Better to be lucky than good. I won't use the w*** word.
I'm about to have a conversation with DW whens she's back from backpacking on the greenlight to spend more, considerably more. I know this doesn't sound like much to you 90/10 or 80% stock peeps, but this means our risk level has gone to almost....nothing, since I hit FWA pretty soon. That's factoring in a 40% market crash over the next 3 years, so we are (almost) 97% derisked (never say never) after a huge decline.
I've noticed international outperforming again the last two months, which has helped recently. Will be interesting to see if it continues, since there was a bit of this at the beginning of the year, then the S&P started outperforming again, as it has for years. So far over the last 4 years I've hit about the best possible outcome before SS, rather than mediocre or the bad case. Better to be lucky than good. I won't use the w*** word.
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Ronstar
Moderator Emeritus
9.1% on 50/50.
+16.7% YTD on 70/30.
RockyMtn
Thinks s/he gets paid by the post
Through August up 12% with a 62/36/2 allocation.
Jeffman52
Recycles dryer sheets
As of end of day yesterday, up 21.6% YTD.
SloHan
Recycles dryer sheets
- Joined
- Aug 13, 2017
- Messages
- 499
YTD up 17.19 %. AA 85/15.
NW-Bound
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 3, 2008
- Messages
- 35,712
Another month, another update
Jan 31: +0.35%
Feb 27: +7.37%
Mar 31: +10.24%
Apr 30: 12.4%, stock AA 76%
May 28: 15.74%, stock AA 79%
Jun 30: 17.89%, stock AA 78%
Jul 31: 17.62%, stock AA 79%
Aug 31: 19.47%, stock AA 77.8%
Sep 30: YTD 15.69%, stock AA 71.4%
In mid month, I was up better than 21%, but then all hell broke loose. I did manage to sell some shares off at the top to reduce my stock AA, but then the whole market dropped and brought down the stock AA for me. Bummer.
I could not help it, and sold many put options. Several will get assigned and will bring my stock AA back up a few percent, but not as high as 80% as it was earlier.
What works well this past month: energy, fertilizer, agricultural.
What tanks: semiconductor, industrial metal, mining, utilities, biotech, pharma, healthcare. Nearly everything is down, except for a few stocks.
Jan 31: +0.35%
Feb 27: +7.37%
Mar 31: +10.24%
Apr 30: 12.4%, stock AA 76%
May 28: 15.74%, stock AA 79%
Jun 30: 17.89%, stock AA 78%
Jul 31: 17.62%, stock AA 79%
Aug 31: 19.47%, stock AA 77.8%
Sep 30: YTD 15.69%, stock AA 71.4%
In mid month, I was up better than 21%, but then all hell broke loose. I did manage to sell some shares off at the top to reduce my stock AA, but then the whole market dropped and brought down the stock AA for me. Bummer.
I could not help it, and sold many put options. Several will get assigned and will bring my stock AA back up a few percent, but not as high as 80% as it was earlier.
What works well this past month: energy, fertilizer, agricultural.
What tanks: semiconductor, industrial metal, mining, utilities, biotech, pharma, healthcare. Nearly everything is down, except for a few stocks.
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OP
OP
robnplunder
Thinks s/he gets paid by the post
Up 5.5%. All my mutual funds are underperforming the S&P 500. Sigh.
September was a bit of a downer - currently at 14.96% with 78/19/3 AA.
target2019
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
September 2021August 2021
Just the swings of total portfolio value...
YTD return for actively managed 50/50 port is 10.82% (RLBGX).
Cash is being inserted in the Wedding "Blow That Dough" category.
This month the market paid for a band and photographer Lol!
YTD return for an actively managed 50/50 port is 8.98% (RLBGX).
Cash and gifts joyfully given over to the DWZ (Die With Zero) category.
This month the market gave us nothing and took a few months back!
Still have more than the end of last year.
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Andre1969
Thinks s/he gets paid by the post
Here's my monthly check-in:
Jan 2021: -0.69% YTD
Feb 2021: +2.06% YTD
Mar 2021: +3.71% YTD
Apr 2021: +8.61% YTD
May 2021: +7.78% YTD
Jun 2021: +9.86% YTD
Jul 2021: +11.90% YTD
Aug 2021: +14.13% YTD
Sep 2021: +9.95% YTD
September started off pretty good. By 9/3 I was up 15.29% YTD. But then it started eroding. By 9/20 I was down to 11.13%. Clawed back up a bit, to 13.54% on 9/23, but then the end was rough.
Anyway, for those of you looking for that 5+% correction, there it is! For me, it was 9/3 to 9/30. And who knows what fun times are in store for today!
Jan 2021: -0.69% YTD
Feb 2021: +2.06% YTD
Mar 2021: +3.71% YTD
Apr 2021: +8.61% YTD
May 2021: +7.78% YTD
Jun 2021: +9.86% YTD
Jul 2021: +11.90% YTD
Aug 2021: +14.13% YTD
Sep 2021: +9.95% YTD
September started off pretty good. By 9/3 I was up 15.29% YTD. But then it started eroding. By 9/20 I was down to 11.13%. Clawed back up a bit, to 13.54% on 9/23, but then the end was rough.
Anyway, for those of you looking for that 5+% correction, there it is! For me, it was 9/3 to 9/30. And who knows what fun times are in store for today!
street
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Nov 30, 2016
- Messages
- 9,570
Plus 10.61% YTD.
Jan 21 + ?? I didn't check whoops
Feb 21 +1.58% after a pull-back
Mar 21 +8.26% Not a bad month but still trailing all 3 major indexes
Apr 21 Not sure what I was at in between jobs didn't have time to mark it down
May 21 +9.3% and hoping to get my 401k contributions going again with a new job and >120 months to ER ignition.
Jun 21 +15% 100% equities. Got an early 40th bday present beating all 3 indices, crossed another milestone. Big party, big presents, big fun! 119months to ER liftoff.
Jul 21 +16.8% Easy update. Still 100% equity portfolio. >118mo to ER.
Aug 21 +21%. Beating all 3 major, DJI,SP500,Nasdaq
Sep 21 +14.5%. the markets giveth, and the markets taketh. Used some dry powder this week.
Feb 21 +1.58% after a pull-back
Mar 21 +8.26% Not a bad month but still trailing all 3 major indexes
Apr 21 Not sure what I was at in between jobs didn't have time to mark it down
May 21 +9.3% and hoping to get my 401k contributions going again with a new job and >120 months to ER ignition.
Jun 21 +15% 100% equities. Got an early 40th bday present beating all 3 indices, crossed another milestone. Big party, big presents, big fun! 119months to ER liftoff.
Jul 21 +16.8% Easy update. Still 100% equity portfolio. >118mo to ER.
Aug 21 +21%. Beating all 3 major, DJI,SP500,Nasdaq
Sep 21 +14.5%. the markets giveth, and the markets taketh. Used some dry powder this week.
jimbee
Thinks s/he gets paid by the post
- Joined
- Oct 11, 2010
- Messages
- 1,229
Up 6.75% YTD, asset allocation is 50/50.
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RetireAge50
Thinks s/he gets paid by the post
- Joined
- Aug 6, 2013
- Messages
- 1,660
12.6% AA 75/0/25
My crystal ball shows the market currently overvalued by 8.8%. If the market usually goes up 10%/year we should be back to normal by late next year.
My crystal ball shows the market currently overvalued by 8.8%. If the market usually goes up 10%/year we should be back to normal by late next year.
Spanky
Thinks s/he gets paid by the post
Spanky
Thinks s/he gets paid by the post
Ytd: 8.63%
- Joined
- Oct 13, 2010
- Messages
- 10,766
Back to May levels. +8.2% YTD, all-in.
Everything was down. Not one shining star in the bunch. Gold, REIT, utilities down, right along side regular domestic and international equities. Don't fall for that "one zigs, the other zags" thing. Bonds and college portfolio lost only 1%. I guess those could be the stars.
Everything was down. Not one shining star in the bunch. Gold, REIT, utilities down, right along side regular domestic and international equities. Don't fall for that "one zigs, the other zags" thing. Bonds and college portfolio lost only 1%. I guess those could be the stars.
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