2026 Investment Performance Thread

[jollystomper]

For the first half of the year, up about 5.8%, 41/49/10 AA.

 

[pb4uski]

2.12% for first half. Better than my benchmark which is Schwab's Income Conservative with Taxable Bonds which was 1.83% but lagging
a 30/70 mix which was 3.64%

 

[SloHan]

10.22 % YTD as of end of June. AA 85/15.

 

[jimbee]

Up 7.2% year to date with a 65% equities/35% fixed asset allocation.

 

[braumeister]

+ 4.17% on 60/40

 

[audreyh1]

+6.84% YTD on a ~55/45 AA.

 

[Out-to-Lunch]

+9.27% on a ~56/44.

 

[Original Wally]

4.4% YTD- 31.6/51.3/17.1
and 14.67% year over year.

We are happy.

(had to edit it as my tracking needs a tweak. Shrug.

 

[Surewhitey]

~6% YTD. Pretty boring actually. Spending the past year has jumped 15%...

 

[equakesfan]

Jun 26 -0.87% of net worth*, -0.78% investments*, +0.18% excluding RE*, -2.09% RE**
May 26 +2.62% of net worth*, +2.16% of investments*, +3.17% excluding RE*, +1.99% RE**
Apr. 26: +1.60% of net worth*, +2.71% of investments*, +5.92% excluding RE*, -2.97% RE**
Mar. 26: -1.87% of net worth*, -2.56% of investments*, -4.11% excluding RE*, +0.61% RE**
Feb. 26: +2.88% of net worth*, +2.34% of investments*, +1.03% excluding RE*, +5.01% RE**
Jan. 26: +1.64% of net worth*, +0.75% of investments*, +1.21% excluding RE*, +2.13% RE**

YTD: +6.05% of Net Worth*, +4.60% of investments*, 7.34% excluding RE*, +4.56% RE

Since retirement (May 2024): +16.74% of Net Worth, +21.36% of investments, +29.46% excluding RE, +4.47% RE

I track my real estate through Zillow and Redfin. This month, the values are a little above what I think they are actually valued.
*It is noted that these numbers include spending so actual performance is higher
**Real estate excludes income from RE (which would add ~2.8% per year to the return).

 

[tulak]

+8.44% on ~70/30

 

[FD1000]

For the first half 7.5% using 99+% bond OEFs and never losing more than 1% from any last top.
This includes all our money in discount brokerage, bank, and Credit Union.
Basically, we met our goals for the year in just 6 months.

 

[sengsational]

Up 5.9% YTD (spend adjusted total liquid net worth) on a 2/3 equities "gone fishing" approach.

I pulled again and it was 6.6%. When I pull on the last day of the month, some things are from the day before. Was there significant window dressing this month-end? Looks like my international popped up.

 

[Jimq]

8.54 % YTD.

 

[Steelpony]

Pure income investor here with a little growth.

1.3% to date.

 

[RetiredHappy]

I just realized that the MYGAs are not included in the calculation of 12.37% YTD growth. This makes 95% equities to 5% bonds/cash. We have another 7% in MYGAs. We have also withdrawn $80K from the portfolio todate.

 

[kgtest]

Jan: -2.24% because... AAPL is down, even though they beat earnings and revenue is up 17%.
Apr: +3.6% rotated away from AAPL a bit, now it's only 24% of my holdings, went long on NVDA. Was almost beating 2/3 indexes, I am hoping this move works out.
May: +14.9% can't complain. Let's hope the rally continues.
June: +10.1% on 100% Equities (mostly 75% of folio Mag 7/QQQ) Things are getting wobbly in Mag 7. Fun times.

 

[kgtest]

I remember when JollyStomper made a chart plotter graph of all of our assumed AA relative to our YTD returns. That plot was interesting.

 

[CautaServans]

My tax-deferred account (75% of NW) is showing 9.2% for 2026, and my savings (in CDs and now a MYGA!) are earning between 4.2% and 5.3%. As my next CD matures, I plan to dollar-cost-average it into a Schwab account (ETFs, likely). Thanks to you all for sharing as much as you do. I'm learning a lot, but I am still a n00b (as my nephew would say) to investing.

 

[shridog]

Mostly income and not really into trading a lot. +3.6% forvfirst half.

 

[target2019]

70% actual equity funds and stocks

+7.08% total portfolio increase 2026 YTD
-0.02% June 2026 result

This was as of June 30th. Lost my zeal for counting...