2022 Investment Performance Thread

[street]

We will never understand why people look at monthly and yearly returns. I compare results to my Financial Plan to age 100. Doing fine so far. Substantially ahead of plan! A couple of setbacks but nothing to put us off our plan.

If we enter a bear market, it might get bad but these reversals are just noise!

I would say not looking monthly or yearly wouldn't be good business. A lack of responsibility when managing millions of dollars.

I want to know where I have been and where things are going. Not for entertainment purposes either just good business.

110122 >> -15.88.

 

[athena53]

I look at my portfolio daily because I am an active investor. Like a car driver, I need to know where my car is headed.

I guess passive investors like to look at their portfolio for entertainment values. It's the same as people who watch sport games, although the game outcomes have no bearing on their life, unlike the value of their stash.

There's a middle ground- I'm a "buy and hold" but I track IRR by individual investment because I want to keep an eye on what's doing well and what isn't, and get rid of under-performers. I can update it in about 5 minutes using downloaded values from the brokerage web sites.

 

[Andre1969]

Here's the latest...

01/31/2022: -5.07% YTD
02/28/2022: -7.26% YTD
03/31/2022: -4.98% YTD
04/29/2022: -13.11% YTD
05/31/2022: -13.55% YTD
06/30/2022: -20.87 YTD
07/29/2022: -13.54% YTD
08/31/2022: -17.33% YTD
09/30/2022: -25.27% YTD
10/31/2022: -19.37% YTD

I did take a slight trimming on 10/31, but otherwise, I think October was pretty much nothing but up.

 

[KCGeezer]

-18% with 75/25 aa.

 

[PatrickA5]

-13.87% 44/22/34

 

[audreyh1]

I track at least monthly, but I don’t have to. Quarterly would be sufficient or even annually in Dec if I really didn’t care to.

I’m very good at sitting on my hands while the markets gyrate all over the place. I do keep an eye out for tax loss harvesting opportunities when thing go down quickly.

 

[homestead]

Ytd -11.69% 50/50

 

[Jeffman52]

Ytd -11.94%

 

[Lawrencewendall]

ytd -19.95%
AA 75/25

 

[audreyh1]

YTD - 13.89% as of 10/31. ~50/50 AA

 

[Spanky]

YTD: -10.51% 40/60 (FI/equity)

 

[Rickt]

-20.15%
aa: 75/22/3

 

[ImThinkin2019]

As of 10/28/22 AA 39% Stock/45% Fixed Income/16% Cash

Month +1%
YTD -9.18%

 

[srblanco7]

Down 15% YTD. AA 77/18/5.

 

[Cortina]

I'm a bit different ! (too much in one particular stock)

Yr to 28th Oct + 10.9% !! (most of the increase happening in Oct )
Worst Month of year - June -5.0%
Split : 86% stocks , 14% cash

 

[grasshopper]

I break out taxable and retirement as asset allocations are a bit different, but close
YTD
Taxable -10.64% 24/55/21
Retirement -11.26% 24/72/4

 

[target2019]

With a portfolio of 50% our total balance increased 2.31% in October 2022.

I'm in a mood where I believe we'll never hit our peak again, as it is too much fun spending.

 

[5Miler]

Finally got a minute to get my calculator out.

Down 17.6% YTD

Up 5.8% MTD (Rapidly dwindling in early Nov action)

 

[braumeister]

Down 12.4% YTD on a 50/50.

 

[5Miler]

Nice finish to November.

YTD down 12.8%

 

[W2R]

YTD down 9.8%

 

[audreyh1]

Animal Spirits!

 

[COcheesehead]

YTD down about 8%, but …

If I widen the view back to my retirement date of July 2020, we are up about $110,000 including pulling out over two years worth of expenses.

So I feel pretty good.

The -8% also includes mark to market pricing on individual bonds that will return to par upon maturity. So the losses will decrease or disappear virtually guaranteed.

 

[yakers]

Down -6.8% YTD, not unhappy.

 

[gamboolman]

As of 1-Dec-22 we are down <-9.79%> from 1-Jan-22.

Current Asset Allocation is 50% Equities, 33.0% Bonds, 17.0% Cash

Still Holding Fast....