2023 Investment Performance Thread

[TB1960]

On our Schwab portfolio with an AA of 65/35 equity/fixed income we are..

YTD +4.89% ending January
YTD +3.34% ending February
YTD +5.50% ending March
YTD +6.18% ending April
YTD +6.34% ending May
YTD +11.06% ending June

 

[gamboolman]

As of 1-Jul-23 for our Total Portfolio, we are + 8.01% from 1-Jan-23.

Current Asset Allocation is approximately 53% Equities, 31% Bonds, 16% Cash.

 

[RetireAge50]

11.8% ~65/35 for me.
16.79% S&P 500

As a comparison a 60/40 portfolio would be 11.07% if invested in S&P 500 and 5% fixed income return.

Calculation: 16.79%*.6+5%*.4/2

 

[TB1960]

I'm still down ~ 400k to 500K from the high mark.

I am still down 2.5% from our high mark in Dec 2021

 

[COcheesehead]

Up about $350,000 from January. As of this morning new 1 year and YTD highs. Above my retirement date portfolio value almost 3 years ago including taking out 3 years of six figure expenses.

 

[retire48in2018]

We are still down about 10% from market highs.

We have been living off cash reserve as part of our SOR plan. I’d like it at least another 10 + 4 = 14%, to not pull more cash reserve. Even more would be nice - I’d split above 14% - half remain invested, other half rebuild cash reserve…

 

[jfn111]

Schwab +7.2%
Fidelity +4.7%
Compared to others here apparently I'm way to conservative.

 

[MRG]

+18.43% on self managed money largely due to APPLs' overperformance. A small account of play money not included in the 18.43 is up 119%, it's still down. [emoji848]

 

[Markola]

+ 10.44% YTD

47% Bond index Funds. +2%
47% Stock Index Funds. +16%
6% Bitcoin 84%

 

[beachfire]

+ 6% YTD - would just love it if we could repeat for 2nd half and end year +12% !!!!!! Modeled our plan around 3% average returns to be conservative.

45% stocks
45% Bonds
10% Cash

 

[jaybee0]

March YTD +15.53%
April YTD +14.95%
May YTD +15.82%
June YTD +22.66%

AA 90/10

 

[FREE866]

YTD +14.1%


All stock ETF's


My exposure to small caps ( IWM) and Emerging markets ( SCHE) hurt me some

 

[RetiredAt49]

+28.07% YTD on a 100% stock portfolio / asset allocation (excluding rentals)

 

[willing2try]

+13.7% ytd

aa 75/25

 

[Mr. Tightwad]

Up 9.5%

Doesn't include rental properties.

 

[5Miler]

Jun +5.2%

YTD +13.0%

AA=83/13/4 All Mutual Funds and smattering of cash

 

[kcowan]

NW up 21+% YTD. Expecting some pullback 2nd half.

 

[audreyh1]

+7.84% around 50/50 AA.

 

[target2019]

Portfolio Total Balance

Jan-23 +3.45%
Feb-23 -1.94%
Mar-23 +1.90%
Apr-23 +0.59%
May-23 -0.56%
Jun-23 +3.74%

2023 YTD +7.18%

6.98% YTD for 50/50 balanced portfolio - American Funds American Balanced R6 RLBGX benchmark

Should hit the all-time high by the end of this year.

 

[NewEnglander]

9.8% YTD , approx 60/40 AA
I'll take it

 

[Pointby2]

The only reliable number I have is net worth (less home price). Mine peaked in August of 2022 and we are off about .84% from there. That's OK since we've been withdrawing 4% a month this year. Roughly 60% equities.

 

[gayl]

I may have made a mistake. Some time ago I decided to go from 95% equity / 5% cash to 85% index etf / 15% fixed income (CDs). So I'm only up 15.6% YTD / 17.9 % 1 yr / 2.07% over 2 yrs. Who knows where I'd be if I just stayed put

 

[Rickt]

13.22% ytd
aa: 79/19/2

 

[SloHan]

June 5.5 %

13.93% YTD

AA 88/12

 

[ERhoosier]

My YTD investment performance is "sufficient" in the context of my financial goals and risk tolerance.