2022 Investment Performance Thread

[NW-Bound]

100% stocks. 940 shares of LLY helps.

Also O,TEF,BP,XOM,PEP,PG,ABBV,EXC,MO,BAC,WFC

Last year was up 38%. Obviously with these I underperformed a good bit in previous years.

That's my main account. A second account I opened in 2020 and bought 45K of SBUX at 54 in March, and 45K of BTI in Nov of '21. Got it at 34.35.

Obviously, being an EV enthusiast does not keep you from recognizing the money-making power of XOM and BP.

 

[HI Bill]

Not counting today, I'm pushed back to my Sept 2020 balance.

Me, too, but I also spent ~$180K since then.

 

[Mr. Tightwad]

Obviously, being an EV enthusiast does not keep you from recognizing the money-making power of XOM and BP.

I make $ where I can. XOM doesn't bother me.

I don't like cigarette smoke and have BTI, MO, and PM.

I don't drink coffee and I have SBUX.

 

[NW-Bound]

I make $ where I can. XOM doesn't bother me.

I don't like cigarette smoke and have BTI, MO, and PM.

I don't drink coffee and I have SBUX.

Yes, it's OK to be pragmatic. And these companies are not selling anything illegal.

 

[marko]

With an hour and a half to go before the market closes, I'm having the best week of the year and only my 5th positive week this year. Here we are entering June and I'm back at my October 2020 levels. (sigh) As they say hope isn’t a strategy, but I've held the course and hoping for a second half rebound. "Over time" has paid me well.

 

[RobLJ]

I think I'm the big winner (i.e. loser) here, since I have to be down at least 10% YTD. Quicken is not updating transactions in my main 403b Fidelity nor DW's Vanguard, and I purchased stock at the end of the 3rd week of January and two weeks ago with 10-15% of cash each time, so I have to manually update transactions before I know the exact damage. I tend to use cash aat 7-8% down increments.
Bonds have not helped, although the cash helped.

 

[mathjak107]

I run 3 portfolios

They are all down less then 7%

I run a portfolio similar to the permanent portfolio.

Another is the 25% equity , fidelity insight income model

The third is a 100% equity model which I recently started to add to .

 

[youbet]

For better or for worse, I can easily see my performance over time since everything except pocket change is consolidated at Schwab and they show results (with appropriate handling of ins and outs) everyday. At close today:

1 month = (1.3%)

YTD = (11.41%)

1 year = (5.91%)

2 years = 18.75%



This is on a roughly 61/37/2 portfolio spread across a joint brokerage account, two Roth IRA's and two TIRA's (DW and myself).

We're fine but it sure was more fun watching things go up, although this week was OK!

 

[target2019]

I can wait until May 31st.

 

[RobLJ]

I updated the stock fund rebalancing purchases in March and two weeks ago and found out it wasn't as bad as I thought: "only" down 8.5% YTD. Down 4.5 over a year. I expected it to be worse, but this week helped.

 

[finnski1]

I updated the stock fund rebalancing purchases in March and two weeks ago and found out it wasn't as bad as I thought: "only" down 8.5% YTD. Down 4.5 over a year. I expected it to be worse, but this week helped.

Yeah and the S & P was up something like 6.6 % in the last week alone. Certainly will help everybody on here.

 

[marko]

-6.19% at Friday's close for me.

 

[NW-Bound]

I can wait until May 31st.

I look at my porfolio total daily, but do not compute the YTD loss daily. Well, maybe once a week.

I also do not compare to the S&P daily.

 

[aja8888]

Now that my 5/27/2022 options are clear, I am up YTD 2.02% on my combined IRA, Brokerage account and Roth at Schwab. "Oils!"

 

[NW-Bound]

Jan 31, YTD -4.18%, stock AA 78.0%
Feb 28, YTD -3.22%, stock AA 73.8%.
Mar 31, YTD -0.18%, stock AA 74.7%
Apr 30, YTD -7.57%, stock AA 74.6%

May 31, YTD: -4.44%, stock AA 72.4% (after sales of 4.04% stock due to option assignment on 5/27)

 

[target2019]

Portfolio Total Balance is -9.04% YTD. That is not performace...

Target AA is 50/50

Computed AA:
Equity/Income/Cash
51.1%/31.1%/17.8%

Monthly Balance Swings:
-3.87% Jan-22
-1.29% Feb-22
+0.62% Mar-22
-4.64% Apr-22
+0.15% May-22

Active 50/50 index fund RLBGX is -7.75% YTD according to Yahoo.

SS monthly kicked in, and another to be started this year. Pension is right around the corner too...

 

[Andre1969]

Looks like it's that time of the month again...
1/31/2022: -5.07% YTD.
2/28/2022: -7.26% YTD.
3/31/2022: -4.98% YTD.
4/29/2022: -13.11% YTD.
5/31/2022: -13.55% YTD

Even though I've dropped a bit from April, I'm not complaining. On May 20, I was actually down about 17.4%!

 

[pb4uski]

-3.08% YTD. ~32/66/2 AA.

32/66/2 AA for Jan-May on Portfolio Visualizer was -10.57% so I'm pretty happy with -3.08%

 

[jimbee]

-11.2% YTD with a 50/50 AA
According to Portfolio Visualizer, my money about doubled from when I retired in 2014 to the end of 2021, so a 11% drop is managable.

 

[KCGeezer]

At least I’m not alone. Down a hair more than my benchmark at -12.8%

 

[braumeister]

Down 8.4% YTD on 65/35.

 

[ERD50]

I just skimmed, but it seems to me the population of Lake Wobegon has increased!

From portfolio analyzer:

https://tinyurl.com/22cwb2q9

Portfolio Analysis Results (Jan 2022 - May 2022)

100/0 $1,000,000 $857,407 -14.26%
0/100 $1,000,000 $911,663 -8.83%
60/40 $1,000,000 $879,110 -12.09%

-ERD50

 

[Chuckanut]

For comparisons:
Van Wellesley is down about 7.7%
Van Total Market index is down about 14%.

FWIW, I suspect a lot of people have a big chunk of cash in the 40% that makes up the 60/40 AA. That would buffer the negative return of the bonds.

 

[corn18]

Down 6.89% on 60/40.

I got lucky and rolled my 40% from Total Bond to stable value last April. If I had not done that, I would be down 12.44%. Now I just need to decide when/if to get back into total bond.

 

[Rickt]

-14.47% aa: 80/5/15