redtail
Confused about dryer sheets
My wife's thru Vanguard 11.5%
Mine thru Fidelity 10.40
Both have a asset allocation of 40/60.
Mine thru Fidelity 10.40
Both have a asset allocation of 40/60.
Per M* Portfolio tracker tool, total return YTD = 8.23 %
current AA = 32/65/3
VEUSX, VWALX, and VTSAX are leading the way...
That's what I use. Pretty straightforward and accurate enough.I have a correction to make regarding Quicken's reporting of investment performance.
I prefer to use the "ROI YTD" because it shows the true YTD gain, and does not annualize or project it to the year end.
AS of 10/31 - 11.4%
As of today - 8.5%
Asset allocation 55/45
I have a correction to make regarding Quicken's reporting of investment performance.
When I said the "Return" reporting numbers from Quicken did not include dividends, I meant its "Gain/Loss" numbers. The "Avg. Annual Return" and the "Return" columns do include dividends. I think the former uses IRR calculations, but am not sure how the latter is computed. Quicken even leaves the "Return" columns of some of my MF and stock positions blank, and I do not know what that is all about.
The "Gain/Loss", "ROI", "Avg. Ann. Return", and "Return" numbers are offered for time periods of YTD, 1 year, 3 years, and 5 years. For YTD numbers, the "Av. Ann. Return" number is annualized, as LOL observed. This extrapolates the return YTD to the rest of the year, which is of course not that meaningful as the market could easily change a couple of % in just a few days, even if these days are at the end of the year.
I prefer to use the "ROI YTD" because it shows the true YTD gain, and does not annualize or project it to the year end.
I apologize for any confusion my earlier post might have caused.
9.90% as of 11/30.
AA - 46/54 as of 11/30.