street
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Nov 30, 2016
- Messages
- 9,625
Looks like +5.05% YTD.
Link to my December results: https://www.early-retirement.org/forums/f28/2023-investment-performance-thread-116550-26.html#post3032459
Preliminary January 2024 results:
January: -0.2%
YTD: -0.2%
YoY: +8.4%
Since 12/31/22:+10.7%
Since high [12/31/21]: -2.4%
Since 12/31/20: +9.1%
Since 12/31/19: +24.1%
I was "up" as of two days ago, but the end of month market dip has pushed this into negative territory.
Allocation is still around 42% equities, 52% bonds (mostly short term or inflation adjusted), 6% precious metals/other.
I use a pretty basic approach to calculations in terms of returns, not really adjusted for inflows or outflows. But, having just done some rough calculations of 2023 spend, I am not adding new funds for investment (if anything, spending more than income).
Up 9.52% overall for the year as we end February.
3.9% YTD.
(respectfully, what the heck are you invested in to get 9.52% over two months? And how do you do in downdrafts?)
Well first I am not retired yet so I am not drawing from any accounts so nothing is going down unless the market goes down.
My fidelity 401K is mostly in two funds Contrafund and Dodge and Cox. I am up 10.66% there. Contra is up by itself 24% YTD and I would say I am 70% in that fund. It out performs the S&P significantly. Feel free to look it up.
3.9% YTD.
(respectfully, what the heck are you invested in to get 9.52% over two months? And how do you do in downdrafts?)
Me too, and I've never had an AOL subscription.I'm more curious of those that are bond heavy yet are up over 4 % for the year!
Those who have CD ladders, are you incorporating expected or partial interest from those CDs into these return YTD calculations?
I don’t include interest not yet paid.
I'm more curious of those that are bond heavy yet are up over 4 % for the year!