2024 Investment Performance Thread

[joesxm3]

End of month I reported up 14%.

Last week was brutal.
This morning I lost as much as all of last week.

But I am still up about 5% YTD 2024.

Did not have the courage to buy anything this morning. Will see what happens over the next few days.
I may add a little of Matthews India Fund.

 

[wdberry62]

+14.4% YTD thru 7/31. AA is 73/18/9.

 

[street]

Any new data for end of month. I will have mine tomorrow.

 

[Mr. Tightwad]

+39.1% YTD.
100% stocks.

 

[Koolau]

Any new data for end of month. I will have mine tomorrow.

Only looking at Megacorp stock, it's ups over 10% this month and over 50% for the 12 months. I'll take it.

 

[Andre1969]

I just added it up, and here's my latest:

1/31/2024: +0.78% YTD.
2/29/2024: +4.67% YTD.
3/28/2024: +7.33% YTD.
4/30/2024: +4.36% YTD.
5/31/2024: +8.58% YTD.
6/28/2024: +11.54% YTD.
7/31/2024: +12.75% YTD.
8/30/2024: +15.00% YTD.

The early part of August was a bit of a wild ride. By August 5, I was knocked down to where I was only up around 6.76% YTD. But, by around the middle of the month, the portfolio was back up to around the 7/31 amount, and from there it just kept creeping upward.

 

[FREE866]

Up 17.01% YTD
99% Stock
all ETFs
still trailing S and P and Nasdaq slightly due to ~27% of portfolio exposure to small caps

 

[latexman]

Up 11.36% YTD
44/56 AA

 

[VanWinkle]

12.58% ytd with 54/46 and currently close to re-balance to 50/50.

 

[street]

Well, mine hit an all-time high but barely. July 16TH was my last highest number.

Today I'm sitting at 12.52% YTD. ~75-13-12

 

[ATXFIRE2034]

Not counting contributions on AA 90-0-10:

• Investments are up 32% YTD
• Net worth is up 24% YTD
• 84% of FI goal

 

[joesxm3]

YTD 2024 +12.10%
1/1/2022 to date +12.75%

37% equity

 

[Markola]

+16.6% ytd, inclusive of spending.

43% stock index funds
41% bond index funds
16% alternative assets [mod edit]

 

[Surewhitey]

Been a good year. NW up 11.4% on very conservative choices.

 

[FREE866]

YTD 2024 +12.10%
1/1/2022 to date +12.75%

37% equity

How are you up so much on such a low equity %?

 

[sengsational]

+9.6%, 2/3 equities, all-in. I haven't been running the numbers lately, and it's nice to see the good news.

 

[Rickt]

+2.21% for August, 2024
+13.74% YTD
AA: 80/19/1

 

[braumeister]

+14.7% YTD on my 60/40 AA.
Just amazing.

 

[rhrihm]

YTD total: +18.80%
AA: 100/0

Retired

 

[5Miler]

AA is currently 81/14/5

Aug 2.07%
Aug YTD 15.20%

 

[target2019]

AA is 65/35.

+10.54% on Total Portfolio balance YTD.

Will measure Total Performance at end of year.

edit to add: 0.069 - weighted avg e/r

 

[joesxm3]

How are you up so much on such a low equity %?

High volatility choices such as TSLA and PLTR and other risky ideas. I was down 19% in 2022 with a lower equity percentage.

 

[FREE866]

High volatility choices such as TSLA and PLTR and other risky ideas. I was down 19% in 2022 with a lower equity percentage.

Nice. Yeah, some people can have a couple good stock picks and that can really have a big effect like that. I just learned a long time ago I’m not one of those people lol
Hence my commitment to indexing.

 

[Gumby]

+10.5% YTD 60/40 allocation

 

[audreyh1]

Retirement investments are up 9.45% YTD. Very happy with that. 50/50 allocation.