How much you lost/gain since Feb 20,2020 ?

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Sandtrap
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Sandtrap »

Rajsx wrote: Thu Mar 19, 2020 9:31 am Down $1.1 m, down 16.6 % YTD , started at 57/43 & in spite of re balancing today I am 48/52,
I feel your pain. . . . !
Trying not to stress. . . . .

j :|
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Colorado Guy
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Colorado Guy »

Third Son wrote: Sat Mar 21, 2020 8:43 am
I retired on Feb 29th and am awaiting a lump sum from Megacorp. It should be in my IRA in a couple of weeks. I am going to use the bulk of it to re-balance (down 12.6% to 30/70) and keep some cash on the sidelines for a year or so. I had foot surgery on Feb 20th so I have been self quarantined for a month anyway now. Now starting to move around a bit I am keeping myself busy getting the house ready to sell.

Smart people tend to figure things out. Good luck to you and remember to enjoy your retirement. BTW... what is OMY?
Congrats on your retirement as well. It was difficult for me to deal with all the retirement thoughts, several people providing me with suggestions on how to spend my money and time!), at the same time the market was crashing. Many panicky thoughts were going through my mind, but ended up doing the same thing as in 2008....nothing. Strange things happen in election years...

OMY = One more year. Makes quite a difference in SS payments, between the additional year of strong salary and the 1 year delay past FRA.
Shamb3
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Shamb3 »

I am down about whatever % VTSAX is down.
It is better at this point for me to focus on more immediate things like cleaning the house\garage and not going stir crazy.
Fortunately I am the man of 100 hobbies and half finished projects :D so plenty to do.
stacks77
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Re: How much you lost/gain since Feb 20,2020 ?

Post by stacks77 »

Momus wrote: Thu Mar 12, 2020 2:30 am-300k+
ditto
mc2
Posts: 177
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Re: How much you lost/gain since Feb 20,2020 ?

Post by mc2 »

-22%. Roughly 65/35. TSM, TBM.

This has been an education. I had a good amount and surmised that I could have sold everything to cash, contributed 25% earnings to cash and probably retired in 7 years on a very conservative portfolio.

Knowing myself, I probably would not have gone less than 50% stock and I would have been down a similar amount. Either way, retirement age just shot up for me. My greatest concern is that I likely won’t be able to contribute 25% with the economic and employee fallout from this.

About 61/39 right now. #!?€|*
gamboolman
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Re: How much you lost/gain since Feb 20,2020 ?

Post by gamboolman »

We are down since 1-Jan-20 <-13.57%>

Target AA is as follows
Equities ~35 to 45 %
Bonds ~45 to 55 %
Cash ~5 to 15%

AA Allocation as of today, 21-Mar-20
Equities ~30 %
Bonds ~55 %
Cash ~15%

Starting to buy back some of the stock Index Funds to move the AA back towards the target balances of what we were in the ball park on 1-Jan-20.

We had deferred retirement effective on 1-Jan-20, and now that is looking like a good thing as we are still working and will just keep on awhile longer to ride the current hysteria / crisis out as best we can.
Chuck107
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Chuck107 »

.....
Last edited by Chuck107 on Sun Oct 04, 2020 6:38 pm, edited 1 time in total.
Alas, I find moderation of this forum too restrictive for my tastes, farewell.
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pokebowl
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Re: How much you lost/gain since Feb 20,2020 ?

Post by pokebowl »

My losses are what homes go for in Hawaii. :mrgreen:

Not changing anything though, riding the roller coaster with the rest of you.
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TheTimeLord
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Re: How much you lost/gain since Feb 20,2020 ?

Post by TheTimeLord »

As of today, 9.8%.
IMHO, Investing should be about living the life you want, not avoiding the life you fear. | Run, You Clever Boy! [9085]
nguy44
Posts: 307
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Re: How much you lost/gain since Feb 20,2020 ?

Post by nguy44 »

Down 15%. I had modeled scenarios like this (or worse) before I retired, and did not retire until I could live with the potential result.
The Casualty
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Re: How much you lost/gain since Feb 20,2020 ?

Post by The Casualty »

-685,507

-17.8 %

Since peak on 2/19/20.

Staying the course and staying home.
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Sandtrap
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Sandtrap »

15.7%
Stress!!!!!!😬😬

J😩
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Sandtrap
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Sandtrap »

TheTimeLord wrote: Sat Mar 21, 2020 7:03 pm As of today, 9.8%.
What was your starting allocation??

J🌺
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averagedude
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Re: How much you lost/gain since Feb 20,2020 ?

Post by averagedude »

I'm down 27% from the highs in my stock/bond portfolio. I've been hit hard due to passive strategies (no cash drag), and tilts to small and midsize companies. I'm actually feeling greedy instead of fearful.
averagedude
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Re: How much you lost/gain since Feb 20,2020 ?

Post by averagedude »

angeleyes wrote: Sat Mar 21, 2020 2:15 am -18.99%
90% S&P500 10% Bonds
How could you be down by only 18.99% with 90% in the S&P500?
Sandwich
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Sandwich »

Percentages down from February 20 - March 20 on Vanguard Holdings ....

Rollover IRA down 2.0 % (100% Total Bond Market Index)

ROTH IRA down 29.5% (over 80% 500 Index)

Taxable down 15.8% (mix of Money Market, 500 Index, and Wellesley)

Staying the course ... next move I am considering is tax loss harvesting in taxable account ... looking at Total Stock Market as a TLH "partner" for 500 Index and Lifestrategy Conservative Growth as a TLH "partner" for Wellesley.
ochotona
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Re: How much you lost/gain since Feb 20,2020 ?

Post by ochotona »

Down 3.3%. I'm not a Boglehead.
Peter W., MBA, CRPC
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Sandtrap
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Sandtrap »

ochotona wrote: Sat Mar 21, 2020 8:48 pm Down 3.3%. I'm not a Boglehead.
Wow~~~!!!
Envious!!
How did you do it?

j :happy
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All Seasons
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Re: How much you lost/gain since Feb 20,2020 ?

Post by All Seasons »

Down 9.6%

Yawn.
The market portfolio is always a legitimate portfolio.
kareysue
Posts: 66
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Re: How much you lost/gain since Feb 20,2020 ?

Post by kareysue »

All Seasons wrote: Sat Mar 21, 2020 9:07 pm Down 9.6%

Yawn.
wow you are lucky how come you are down so little. i am down over 30% from s and p
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MN-Investor
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Re: How much you lost/gain since Feb 20,2020 ?

Post by MN-Investor »

Down 15.7% from the high. My AA has been 40/60, but I'm sitting at 34/66 today.

Basically I'm back to my 3/31/2017 balance, which was also my 12/31/2018 balance. A lot of up and down, just to end up in the same place as I was three years ago!
The key to success - Save early, save often, invest well.
CobraKai
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Re: How much you lost/gain since Feb 20,2020 ?

Post by CobraKai »

Sandtrap wrote: Sat Mar 21, 2020 9:03 pm
ochotona wrote: Sat Mar 21, 2020 8:48 pm Down 3.3%. I'm not a Boglehead.
Wow~~~!!!
Envious!!
How did you do it?

j :happy
Let me guess

Permanent Portfolio? :)
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Sandtrap
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Sandtrap »

All Seasons wrote: Sat Mar 21, 2020 9:07 pm Down 9.6%

Yawn.
Wow!
How did you do it?

PM me if you wish
j🌺
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sd323232
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Re: How much you lost/gain since Feb 20,2020 ?

Post by sd323232 »

i lost 2 pounds, 158 now
GatorFL
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Re: How much you lost/gain since Feb 20,2020 ?

Post by GatorFL »

From 2/20-3/20:

Down .3%

I sold all equities in my portfolio on 2/21, moved to cash equivalents yielding a blended 3% in TIAA Traditional fund.

Lost a few bucks on my REIT fund, that's it.

So, yes, I timed it and was right "once". I'm currently looking at DCA back in starting in the next few months.

Gator
tibbitts
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Re: How much you lost/gain since Feb 20,2020 ?

Post by tibbitts »

Down about 20% from the high. AA is difficult to say due to a variety of corporate, HY, and emerging market bonds, so close to 55/45 but more like 65/35 given some equity exposure in bonds.
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steve roy
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Re: How much you lost/gain since Feb 20,2020 ?

Post by steve roy »

Down about $200k. Municipal funds haven't helped. But what you gonna do? Have treasuries in taxable?
investor2018
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Re: How much you lost/gain since Feb 20,2020 ?

Post by investor2018 »

Down by $306K. Staying the course.
Norsky19
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Norsky19 »

475,000ish Staying the course. 7 years until I plan on tapping the funds....
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LiveSimple
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Re: How much you lost/gain since Feb 20,2020 ?

Post by LiveSimple »

pokebowl wrote: Sat Mar 21, 2020 6:56 pm My losses are what homes go for in Hawaii. :mrgreen:

Not changing anything though, riding the roller coaster with the rest of you.
Good thinking....
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steve roy
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Re: How much you lost/gain since Feb 20,2020 ?

Post by steve roy »

Frankly, I (we) are more focused on hunkering down and staying healthy.
Hemispheres
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Hemispheres »

Looks like we were down around 20% from the peak before I stopped the bleeding by selling all stocks on 3/17 (or whenever the last good up day was). What ticks me off the most is that we were approaching our "number" in December and had started the cap gains spreadsheets and everything else in preparation of selling out. We reached our number in Feb. Unfortunately, I made two mistakes: I got greedy and decided to see if my portfolio would go up enough so that with cap gains taxes included we would still be at our "number"; and I decided to wait until our tax meeting with the CPA to ask about reducing the cap gains taxes. Our CPA meeting was 3/2. We lost 4X in market value than the cap gains taxes we would have paid! Now we're down *and* have cap gains taxes. Doh!

Yes, it was stupid all around ... but cap gains were a concern at the time. One stock, that I'd had for 30 years, had grown to 25% of our portfolio. My cost/share was split down to less than $1 over time and the stock's price was above $200. I also had FDGRX all that time, too.

Our AA had become distorted over the years to 75/25 before this year's crash.
usnaron
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Re: How much you lost/gain since Feb 20,2020 ?

Post by usnaron »

Was 30 equities / 70 bonds/cd/cash and still dropped a years worth of pay.
angeleyes
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Re: How much you lost/gain since Feb 20,2020 ?

Post by angeleyes »

averagedude wrote: Sat Mar 21, 2020 7:28 pm
angeleyes wrote: Sat Mar 21, 2020 2:15 am -18.99%
90% S&P500 10% Bonds
How could you be down by only 18.99% with 90% in the S&P500?
My local currency, New Zealand dollar, dropped in value to the USD.
Unladen_Swallow
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Unladen_Swallow »

Shamb3 wrote: Sat Mar 21, 2020 1:51 pm I am down about whatever % VTSAX is down.
It is better at this point for me to focus on more immediate things like cleaning the house\garage and not going stir crazy.
Fortunately I am the man of 100 hobbies and half finished projects :D so plenty to do.
This.
"I think it's much more interesting to live not knowing than to have answers which might be wrong." - Richard Feynman
ubermax
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Re: How much you lost/gain since Feb 20,2020 ?

Post by ubermax »

Changed asset allocation on 3/17 , measured since end of last year , as of last close , down 9% if I hadn't changed and 7% with the change .
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Wiggums
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Wiggums »

Shamb3 wrote: Sat Mar 21, 2020 1:51 pm I am down about whatever % VTSAX is down.
It is better at this point for me to focus on more immediate things like cleaning the house\garage and not going stir crazy.
Fortunately I am the man of 100 hobbies and half finished projects :D so plenty to do.
Same here. Well, I don’t have a thousand hobbies, but I do walk at least 6 miles a day.
ochotona
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Re: How much you lost/gain since Feb 20,2020 ?

Post by ochotona »

CobraKai wrote: Sat Mar 21, 2020 9:19 pm
Sandtrap wrote: Sat Mar 21, 2020 9:03 pm
ochotona wrote: Sat Mar 21, 2020 8:48 pm Down 3.3%. I'm not a Boglehead.
Wow~~~!!!
Envious!!
How did you do it?

j :happy
Let me guess

Permanent Portfolio? :)
investingforaliving.us Economic Pulse newsletter, systematic trendfollowing and some of the portfolio is similar to Permanent Portfolio
I do not get compensated by Paul Novell for mentioning his newsletter or website
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brajalle
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Re: How much you lost/gain since Feb 20,2020 ?

Post by brajalle »

The pandemic was foreseeable spreading worldwide in late Jan/early Feb IMO. Hubei/China was also good insight into the potential financial impact. I moved everything early Feb to LTT except incoming allocations which are going into cash atm. Also phoned two family members to tell them to move. Up about 8% currently from then. One family member moved, they're up about 5%. They went with TLT of the options I gave them, I did ZROZ. The other family member got talked out of it by their spouse and their financial advisor, down around 35% by now I believe in the stock part of their portfolio. I expect a nice rally after a stimulus bill passes, but there will inevitably be further market declines based on any (current political reality) stimulus being insufficient to combat the torrid of bad news on US economic declines (likely 50 million not working this week conservatively, more as time goes on), world economic issues, rising infection rates in the US, etc. Even if the entire first world steps in to guarantee all employee pay (unlikely, although the Dutch have the right idea), the rest of the world is still going to be wrecked economically - which still impacts us. The short version is that I expect further declines after the stimulus rally. At some point I'll make the call to move out of ZROZ/TLT - I expect a 20-30% further decline at least before then. If we hit 08/09 crash levels, it probably will be a good time to buy.
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jabberwockOG
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Re: How much you lost/gain since Feb 20,2020 ?

Post by jabberwockOG »

Down 25% or so. Nothing to do but buckle up and ride it out. Been down this road a few times in the last 35 years. Stay the course. We will get thru it but it will take some time.

Feeling lucky because when I retired 4 years ago we decided to always have at least 5 years "cash" worth of living expenses. So no need to touch equities for a very long time. Also feeling lucky so far that we are both fit and healthy. Hoping the scientists and medical pros soon come up with a way to stop this disease and also to save lives of those already infected.

We feel bad for the millions of folks losing employment and businesses that don't have emergency funds, or years of savings to fall back on. So many people are going to go thru very difficult economic times in the next 6-12 months.
goldendad
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Re: How much you lost/gain since Feb 20,2020 ?

Post by goldendad »

Down 1.5 mil. Bought some at S&P500 down 10% and down 30%. Will probably buy more if it goes down 40% and 50%.
Kompass
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Kompass »

-$2.2m

Ouch! :shock: deer in the headlights

Nuff said.

Thank the powers it’s paper and I have cash.

For once procrastinating actually paid off…
The large print giveth and the fine print taketh away.
kareysue
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Re: How much you lost/gain since Feb 20,2020 ?

Post by kareysue »

i was wondering is it possible for stocks to hit 0. I mean the market keeps going down. Why don't the government stop the market or something so it won't keep going down
h555m
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Re: How much you lost/gain since Feb 20,2020 ?

Post by h555m »

pokebowl wrote: Sat Mar 21, 2020 6:56 pm My losses are what homes go for in Hawaii. :mrgreen:

Not changing anything though, riding the roller coaster with the rest of you.
Hey pokebowl. Can't imagine losses on that level. Been saving for a down payment. Hoping I can get 20% saved ($58K in 3 more years of saving). Signed up with the HI Homeownership center. Hoping they can be a good resource. Such a grind out here.
tony_roach
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Re: How much you lost/gain since Feb 20,2020 ?

Post by tony_roach »

tony_roach wrote: Mon Mar 16, 2020 6:13 pm
tony_roach wrote: Fri Mar 13, 2020 4:42 pm Down ~$200K since the highs of February 19
Update...down $226K as of today....
Update investments down $251K as of today...still holding on to the 2 comma net worth club
Bobby206
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Bobby206 »

sfnerd wrote: Thu Mar 12, 2020 3:01 am Probably a couple million. Easy come easy go. Stay the course, and buy if you have cash.
Lol. That's my answer as well. It sucks because $2mm is a lot but it was fun while it grew the last couple years. Hopefully will grow back the next couple!
hadron
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Re: How much you lost/gain since Feb 20,2020 ?

Post by hadron »

600K down.
I'm going to invest another 250K to take advantage of the discount sale.
madbrain
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Re: How much you lost/gain since Feb 20,2020 ?

Post by madbrain »

Down about $300k on $1.5M portfolio.
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Cubicle
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Cubicle »

As of Friday, down 29%. 100% equities.
"Oh look another bajillion point declin-Ooooh!!! A coupon for pizza!!!!" <--- This is what everyone's IPS should be. ✓✓✓
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JonnyDVM
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Re: How much you lost/gain since Feb 20,2020 ?

Post by JonnyDVM »

Just figured the exact number out today. Several hundred thousand dollars. It’s nice to commiserate with others in the same boat. Yes I’m still buying.
I’d trade it all for a little more | -C Montgomery Burns
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