2023 Investment Performance Thread

[steelyman]

Retirement portfolio return YTD through Q2 11.28% vs benchmark VTHRX (Vanguard Target 2030) 9.44%.

Stock/bond allocation follows VTHRX 64/36.

 

[Rocky mtn high]

Overall ytd plus 15%, after firing FA for such a terrible 2022 performance

 

[target2019]

Overall ytd plus 15%, after firing FA for such a terrible 2022 performance

Each month when I count our pennies in the bank, and then post here, I learn something new.

I smiled as I read your brief post. Congratulations!

 

[KCGeezer]

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

Best way to look at it.

 

[BrianB]

+9.1% YTD

AA: 70% Equities - 25% Fixed Income - 5% Cash

Winners in June were the S&P index funds. Laggers were the dividend producing stocks & funds. Like many others I have put money that would have gone into income equities into CD's and bonds instead, holding down the share prices. Fortunately the dividends keep coming in!

BrianB

 

[Retire2023]

YTD through Q2 returns 12.285% with ~82/18 AA.

 

[target2019]

S&P 500 - YTD Performance
https://finviz.com/map.ashx?t=sec&st=ytd

 

[joesxm3]

YTD up 17.57%

1/1/2022 to date down 5.80%

 

[sengsational]

+6.4% YTD on 2/3 equities, but half of that is international. Still down about 8% from 1/1/2022.

 

[Martlet]

+8.6% YTD unadjusted for withdrawals. Overall AA 76/24. Our plan assumes 3.5% p. a. so this is great relative to plan. But mediocre at best relative to other posters.

Seems like a fairly benign investment climate looking at H2 2023. No need for dramatic moves at the moment, but if anything, I'd move further to fixed income (still short term stuff)

 

[matjung]

YTD Strat1 10.14%; Strat2 3.43%; Strat3 10.59%; Volume Weighted 8.24%

 

[kgtest]

Jan '23: +9.5% lol. I'll take it. Don't expect it to stick around though.
Feb '23: +7%.
Mar '23: +13% 99% Stocks, dividends included
Ooops, I realize I missed April, and May
Jun '23 +25%

 

[kgtest]

Overall ytd plus 15%, after firing FA for such a terrible 2022 performance

My 2022 performance was -35% lol. But I manage my own investments so I wasn't going to fire myself knowing I was DEEP in the tech sector when things started selling off.

I recovered all but 10% of that decline, so I should be back to my portfolio highs soon if the trend continues.

 

[kgtest]

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…

Seems like a solid plan. I am also still waiting to recover about 10% from where I was at the bottom.

 

[wdberry62]

June +3.1%, YTD +17.0%

AA is 80/20

 

[MarieIG]

My IRAs only (at Vanguard) up, 8% YTD. They were held back by pharmas and utilities (which I am not selling in any event).

I don't have the math on my taxables, but assuming they are basically flat due to pharmas, staples, and cash equivalent holdings.

 

[ImThinkin2019]

June 2023 +0.9%
YTD June 2023 +7.5%

AA 43% Equity/47%/10%

 

[Ronstar]

Ytd +7.28%

 

[kcowan]

June +3.1%, YTD +17.0%

AA is 80/20

My +21% included +4% windfall from real estate so we are almost identical including the 80/20.

 

[copyright1997reloaded]

May -0.2%
YTD +5.45%
1 year +0.6% (Estimated - actual is better as I wasn't doing weekly or month end snapshots, this is compared to 5/13/23 and since the market was falling, my YoY comparison would be better.)
Since 12/31/20 +3.3%
Since 12/31/19 +18.2% (ha ha, including these longer term numbers makes me feel better)

Also, I've been doing some house improvements, so spending money like water (and thus withdrawing funds).

Late on posting June results.

June +3.0%
YTD +8.6%
YoY +10.8%
Since high (12/31/21) -4.9%
Since 12/31/20 +6.4%
Since 12/31/19 +21.7%

Hurt by asset allocation (40% equities), helped by specific securities (largest single equity AAPL, MSFT ), hurt by house projects (spending continues, over 30K so far).

 

[Whisper66]

Up 14.7% thru mid year on nominally a 75/25 asset allocation. In retirement, I find I'm losing interest in following finances. So have settled into a portfolio with mostly broad index funds that I don' mess with much. Generally just check quarterly if we need to sell something for cash or need to rebalance. I did add a couple tech stocks (AMZN / META) back in late'22, early'23 on pure speculation when.their price had dropped quite a bit.

 

[Harris4crna]

Currently 5% YTD, just because I have 20% in high risk assets. My equity, retirement and fixed = 15% YTD. If or when the high risk assets go up, than I should be looking pretty good. We will see.

 

[NanoSour]

June - +4.24%
YTD - +9.89%
XIRR since ER in 2013 +6.62% (3.90% real)


have stuck to the 60/40 AA for 10 years with annual rebalancing

 

[ownyourfuture]

 

[RetiredAt49]

A blank photo [emoji115]- that’s helpful [emoji16]