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

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
EFF_fan81
Posts: 406
Joined: Sat Jan 07, 2012 11:23 am

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

Post by EFF_fan81 »

Down over $500k in an almost 90/10 portfolio.

Worst part is this time last month I was already convinced this virus was going to wreak major havoc around the globe. Still, I stayed the course because that's what I was trained to do and I will still stay the course because... in for a penny, in for a pound I guess.

It hasn't been the funnest of months. But I didn't get to this point by not taking risk so that is how the cookie crumbles.
cognovimus
Posts: 92
Joined: Sat Aug 10, 2019 1:07 pm

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

Post by cognovimus »

-11% on AA 34/66 Allocation. Now 27/73. Target is 30/70.

At 63, I was poised to retire but still in preretirement phase. Still contributing to 401K and contribution allocation is 50/50. It's discouraging, but hey, a good chunk of post-retirement budget was intended for travel, and we've lost our ability and motivation for that.
BusterScruggs
Posts: 31
Joined: Wed Aug 21, 2019 10:00 am

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

Post by BusterScruggs »

averagedude wrote: Sat Mar 21, 2020 7:22 pm 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.
I have almost a 30% loss. I feel sick like I’m on a roller coaster and can’t get off. Way too much total market and small cap tilt
panhead
Posts: 460
Joined: Fri Feb 22, 2013 10:53 am

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

Post by panhead »

kareysue wrote: Mon Mar 23, 2020 12:22 am 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
Sure, it's possible. It would be the end of all companies on the planet and probably result in something like a Mad Max scenario across the globe.
cricket49
Posts: 247
Joined: Sun Apr 05, 2015 4:14 pm

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

Post by cricket49 »

Lost 23% from my high of 3 weeks ago. I guess it was 3 weeks. Seems like last week was a month long.
The days are dragging due to the change in coronavirus news and numbers from one day to the next. :-(
Expect the best. Prepare for the worst.
revhappy
Posts: 83
Joined: Sat Jul 21, 2018 10:09 am
Location: Singapore

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

Post by revhappy »

Kompass wrote: Sun Mar 22, 2020 11:22 pm -$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…
You mean paper trading account or paper losses as in unrealized losses?
t00sl0w
Posts: 22
Joined: Wed Apr 24, 2019 11:48 am
Location: Florida

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

Post by t00sl0w »

Down 30% it looks like so far.

100% equities, so that makes sense.
Also, not too worried and glad to buy some on sale again as im only 30 and have some time to go still.

Do feel sorry for people already retired and relying on these accounts though, hope it doesn't get too far under their "safe minimum" line for too long...this way not much damage is caused long term if they have to withdraw at the low.
Kompass
Posts: 248
Joined: Sat Oct 01, 2016 5:42 pm

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

Post by Kompass »

revhappy wrote: Tue Mar 24, 2020 9:05 am
Kompass wrote: Sun Mar 22, 2020 11:22 pm -$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…
You mean paper trading account or paper losses as in unrealized losses?
Unrealized loss. I am fortunate in that I can wait, it still stings to see the portfolio numbers shrink that much.
cbs2002
Posts: 26
Joined: Thu Feb 27, 2020 2:10 pm

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

Post by cbs2002 »

down around 20%. As someone earlier said, enough to buy a nice house in a MCOL, or a mansion in a LCOL area.

For us this is a good test run for AA comfort on the other side. We're hoping to not be obligated to work within 10 years, and will be making some AA adjustments as equities come back. A good wake up call. Haven't sold a thing. Not saying I've enjoyed it, but haven't sold a thing.

I don't know how many times it takes to say it here for people to believe, but since there was some chatter about "oh everyone I know got out except me" blah blah blah. I stayed in through 2007-2009 and bought into my 401K twice a month. My savings rate actually went way down between 2011-2015 due to kids, job changes, etc. My net worth is more than triple what is was at the end of 2008 as of today. It was quadruple before February 20th. Just sayin'.
e5116
Posts: 637
Joined: Mon Oct 05, 2009 11:22 am

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

Post by e5116 »

I'm not sure how most of you have fared so well (relatively speaking)....Perhaps it's selection bias.

My assets are down 26% (inclusive of everything except home) in one month (based on my monthly tracking - Feb 23 to now - would have been much worse yesterday). After saving very diligently over the last several years, I'm at the same level I was at in May 2018. But of course, it's even worse than that considering I've been contributing heavily to investing. Definitely disheartening, but staying the course. I did this after the market went up 10% yesterday, so would have been even worse yesterday.

On the positive front, I'm relatively young at 35 and our incomes have gone up in the past year. So, the amount I "lost" on paper in one month is less than our total combined annual incomes of my spouse and me. Still, pretty amazing how investments can move that much so quickly. But if I think about it from the perspective of "delaying" retirement and that I can make it up in 1 year of income, that's not too bad. It's much worse for those that were heavily invested and are nearing retirement.

I'm 80/20 with about 35% international and a skew to Small-Cap value and slight REIT. So, my skews have probably not helped me in this time. I hope to ride the wave up in the upcoming months/years. Had a relatively small cash cushion / emergency savings (something like 3 months of expenses) as both my wife and my jobs are stable and we could live on one of our incomes if needed.
User avatar
meowcat
Posts: 535
Joined: Wed May 09, 2012 5:46 am

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

Post by meowcat »

panhead wrote: Tue Mar 24, 2020 6:09 am
kareysue wrote: Mon Mar 23, 2020 12:22 am 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
Sure, it's possible. It would be the end of all companies on the planet and probably result in something like a Mad Max scenario across the globe.
No, I would not say that is possible.
More people should learn to tell their dollars where to go instead of asking them where they went. | -Roger Babson
User avatar
oldcomputerguy
Moderator
Posts: 9927
Joined: Sun Nov 22, 2015 6:50 am
Location: In the middle of five acres of woods in East Tennessee

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

Post by oldcomputerguy »

It is certainly possible for an individual company's stock to go to zero. That happens in a bankruptcy, where a reorganization sloughs off all the filing company's stock. That happened with my former employer in the 2009 downturn, and left me with some shares of employer stock that were listed at $0. (Fortunately it was not a large amount of stock.)
EnterprisingDude
Posts: 20
Joined: Tue Aug 23, 2016 9:39 pm

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

Post by EnterprisingDude »

Unfortunately after daily checking I know the number all too well. Lot's of peaking but my sell button is broken, only buying for us :D 90/10 currently has us down two commas plus as of this past weekend so on paper it's substantial. Young thirties and a long time horizon so our plan is to continue acquiring VTSAX shares and hoard them like a dragon with gold as they appreciate over the next few decades!
Rajsx
Posts: 580
Joined: Wed Mar 21, 2007 10:07 pm
Location: Florida

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

Post by Rajsx »

I am down around 1 m YTD as per Vanguard Personal Performance in my all Vanguard Portfolio.

My monthly income will end next year at 65, this paper loss may or may not make a difference in long term but staying in the market for another 15 to 20 years will hopefully make this a non invent. My around 50% in Tax deferred Bonds & cash should tide me over for our living expenses for many years before I start liquidating stocks. I did re balance into stocks on the Market down days. We will see.
We do not stop laughing because we grow old, we grow old because we stop laughing !!
schachtw
Posts: 186
Joined: Mon Jul 06, 2015 6:15 pm

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

Post by schachtw »

Down 700K, 12%.
AA 48/48/4

During this period, sold muni’s in taxable, and started to interval purchase more VTI.
User avatar
PurpleArc
Posts: 176
Joined: Mon Aug 14, 2017 10:29 am
Location: on the go, always

How much are you guys down?

Post by PurpleArc »

[Thread merged into here, see below. --admin LadyGeek]

Hi,

Perhaps not the question to ask, but I am down close to 10% for all my portfolios combined.
Valueinvestor2
Posts: 78
Joined: Sun Dec 01, 2019 6:25 pm

Re: How much are you guys down?

Post by Valueinvestor2 »

PurpleArc wrote: Wed Mar 25, 2020 8:11 pm Hi,

Perhaps not the question to ask, but I am down close to 10% for all my portfolios combined.
One million dollars 😎
bugleheadd
Posts: 503
Joined: Fri Nov 29, 2019 11:25 am

Re: How much are you guys down?

Post by bugleheadd »

down 14% from peak
k1982
Posts: 311
Joined: Wed Feb 12, 2020 12:36 am

Re: How much are you guys down?

Post by k1982 »

1/3 of my annual wages within 2 weeks :)
User avatar
JaneyLH
Posts: 529
Joined: Wed Oct 16, 2013 7:16 pm

Re: How much are you guys down?

Post by JaneyLH »

I don't know. Haven't looked. What it is is what it is.

Why do you ask?
CheeseheadCycler
Posts: 8
Joined: Wed Jul 31, 2019 7:29 pm

Re: How much are you guys down?

Post by CheeseheadCycler »

JaneyLH wrote: Wed Mar 25, 2020 8:16 pm I don't know. Haven't looked. What it is is what it is.

Why do you ask?
:sharebeer
grettman
Posts: 670
Joined: Mon Sep 29, 2014 1:47 pm

Re: How much are you guys down?

Post by grettman »

I am curious to know your AA if you are down only 10%.

I haven't looked lately but given that I am around 90% equities (mostly C fund and S&P 500 mutual funds) I am likely down as much as the S&P (probably more given expenses).
User avatar
tvubpwcisla
Posts: 526
Joined: Sat Nov 09, 2019 10:09 am

Re: How much are you guys down?

Post by tvubpwcisla »

$0.00. You are never up or down until you sell!

:sharebeer
Stay invested my friends.
ionball
Posts: 241
Joined: Wed Jan 31, 2018 12:17 pm

Re: How much are you guys down?

Post by ionball »

Down but not out. I use a single portfolio approach.
Monsterflockster
Posts: 527
Joined: Thu Nov 21, 2019 12:03 am

Re: How much are you guys down?

Post by Monsterflockster »

PurpleArc wrote: Wed Mar 25, 2020 8:11 pm Hi,

Perhaps not the question to ask, but I am down close to 10% for all my portfolios combined.
From the cash I put in? Including lifetime gains? From all-time highs?
UpperNwGuy
Posts: 4579
Joined: Sun Oct 08, 2017 7:16 pm

Re: How much are you guys down?

Post by UpperNwGuy »

My primary funds have been the Total Stock Market Index Fund and (after a TLH) the 500 Index Fund, so the stock portion of my 60/40 portfolio is down by approximately the same percentage as the S&P 500.
User avatar
LadyGeek
Site Admin
Posts: 68723
Joined: Sat Dec 20, 2008 5:34 pm
Location: Philadelphia
Contact:

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

Post by LadyGeek »

I merged PurpleArc's thread into a similar discussion.
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.
DA200
Posts: 223
Joined: Fri Feb 06, 2015 3:47 pm

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

Post by DA200 »

Lost 10 times my annual wages (just over $1M).
If I was retired I would be down infinity times my annual wages...
Oakwood42
Posts: 233
Joined: Thu Dec 08, 2016 10:48 pm
Location: Philadelphia

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

Post by Oakwood42 »

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
Oakwood42
Posts: 233
Joined: Thu Dec 08, 2016 10:48 pm
Location: Philadelphia

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

Post by Oakwood42 »

byungk69 wrote: Thu Mar 12, 2020 5:27 am $450k (15%). I’m only 41 so I’m actually looking forward to next 20 years and the rebound.
+1
Oakwood42
Posts: 233
Joined: Thu Dec 08, 2016 10:48 pm
Location: Philadelphia

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

Post by Oakwood42 »

Starfox wrote: Thu Mar 12, 2020 6:13 am 5 million :annoyed
Moving 1million from muni into Total US Stock today.
Plan to move another 1 million if sp500 falls further to 2400 (-30% lower than all time highs)
During this market panic, buying helps calm my emotions.
"buying helps calm my emotions." AGREED
cheesepep
Posts: 956
Joined: Wed Feb 17, 2010 10:58 pm

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

Post by cheesepep »

Down 5.8% across my entire portfolio, mainly due to one stock: PSX. Still long and buying individual stocks. Got a little crazy during the panic and bought too many stocks (12 now, where I usually have 7 or so). Buying finance stocks, restaurant, and tech mainly.

PSX, I bought 3 weeks too early even before the virus hit the market. I'm down big time, but this company is good and I'll keep holding and possibly buy more.
User avatar
PurpleArc
Posts: 176
Joined: Mon Aug 14, 2017 10:29 am
Location: on the go, always

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

Post by PurpleArc »

LadyGeek wrote: Wed Mar 25, 2020 8:32 pm I merged PurpleArc's thread into a similar discussion.
Thanks, makes sense
Bama12
Posts: 352
Joined: Fri Aug 30, 2019 11:48 pm

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

Post by Bama12 »

up 75k
User avatar
quisp65
Posts: 136
Joined: Wed Apr 10, 2019 7:44 am
Location: San Diego CA

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

Post by quisp65 »

Not paying attention to my equities, but I did lose $3K in my short corp bonds and bailed. I'm paying off a mortgage and I couldn't wait to get it back if I wanted to. Taking risks with your fixed income is for the wealthy and that ain't me. I'll stay MM, CDs & savings accounts. Though Vanguard's Ultra short term corp bond only lost 1.5% so far :D
Last edited by quisp65 on Wed Mar 25, 2020 8:55 pm, edited 1 time in total.
Plan: stock index/roughly 7 years cash investments, one-way balance market highs, slide withdrawal rate for comfort
GoldenFinch
Posts: 2334
Joined: Mon Nov 10, 2014 11:34 pm

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

Post by GoldenFinch »

Who knows? I am not looking.

I’ll look again when S&P is 3000 or December 31st. Which ever comes first.
runner3081
Posts: 3831
Joined: Mon Aug 22, 2016 3:22 pm

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

Post by runner3081 »

I have no clue.
luckyducky99
Posts: 163
Joined: Sun Dec 15, 2019 7:47 pm

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

Post by luckyducky99 »

Lost about 5 pounds. Spring weather and working from home means I can sneak out during the day and am getting more exercise than usual. Also bars are all closed now and I don't like drinking home alone, which may help me lose even more.
KyleAAA
Posts: 8709
Joined: Wed Jul 01, 2009 5:35 pm
Contact:

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

Post by KyleAAA »

Down about 17%, which isn’t nearly as bad as I thought. The last few days sure helped. Realistically, if I could make it through the year down only 10% I would be very happy.
User avatar
CABob
Posts: 4989
Joined: Sun Feb 25, 2007 8:55 pm
Location: Southern California

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

Post by CABob »

Lost about 7.5%. Actually, that is from 12/30/19 to 3/14/20.
Bob
User avatar
CAsage
Posts: 1934
Joined: Sun Mar 27, 2016 6:25 pm

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

Post by CAsage »

Gained about 3 pounds. Far too much time to bake, the gym is closed, can take walks but no upper body workouts (where are those lost weights in the garage). Oh, and my IRA looks really awful! Dumping bonds to buy stock on the dips.... no dips this week sadly.
Salvia Clevelandii "Winifred Gilman" my favorite. YMMV; not a professional advisor.
poppa23
Posts: 151
Joined: Sat May 12, 2012 1:24 pm

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

Post by poppa23 »

down 1.3 M on a very conservative AA.. prior to Feb was 20eq /70 fx /10 csh....not staying the course sold some for wealth preservation and to sleep at night..prob have to help family that was laid off and prepare for tenants who cant pay their rent...going to be a tough 6 months but will be fine...stay safe all.
carminered2019
Posts: 839
Joined: Fri Jun 21, 2019 7:06 pm

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

Post by carminered2019 »

Down 800K and all I can think of is my only daughter will enjoy this $$$$ in 35 years.
User avatar
Johnsson
Posts: 359
Joined: Mon Jul 17, 2017 2:28 pm

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

Post by Johnsson »

down 500k as of Friday. Rebalanced a little into a cruise line.
'In theory there is no difference between theory and practice. In practice there is.' Yogi Berra
Chadnudj
Posts: 857
Joined: Tue Oct 29, 2013 11:22 am

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

Post by Chadnudj »

I've lost....nothing.

Because I haven't sold. In fact, we've been buying since February 20, 2020, via our 2 401ks which we're both maxing out this year (and feeling very fortunate we're both in the position to do so, with jobs that can continue remotely).

Until you sell, you haven't lost anything.
User avatar
nisiprius
Advisory Board
Posts: 42595
Joined: Thu Jul 26, 2007 9:33 am
Location: The terrestrial, globular, planetary hunk of matter, flattened at the poles, is my abode.--O. Henry

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

Post by nisiprius »

I haven't calculated. I know our rough grand total and our stock allocation, and the stock market is down by about a third, so I mentally multiply total by stock allocation and take a third of that. It's as accurate as I need to know. More accurate than I need to know

In the era when inflation was 14% but bank interest was capped at 5-3/4% by Regulation Q, banks couldn't complete on interest so they competed on account-opening gifts. The local bank actually had a pile of account-opening gifts in the lobby, with a piece-of-furniture "Color TV" at the summit, clock radios in the middle, and toasters and bathroom scales at the bottom. We scored a bathroom scale, retail value $14.95. We still had it several decades later. It was a piece of junk from the word go. You could change the reading predictably by a couple of pounds by leaning. As time went on, it started to get sticky, perhaps the knife-edge thingies in it were getting worn or rusty, and we would not only lean but jiggle up and down a bit to try to get a reading we liked. I kept begging my wife to let me replace it. And she kept saying the same thing: "Honey, tell me the truth. Do you think you need to lose some weight, yes or no?" And I'd say "Yes." And she would say "Then what more do you need to know?"
Annual income twenty pounds, annual expenditure nineteen nineteen and six, result happiness; Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.
User avatar
Michael Patrick
Posts: 144
Joined: Wed Dec 19, 2018 10:25 am
Location: Madison, WI

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

Post by Michael Patrick »

I haven't looked. The only account I've looked at was my daughter's 529, and that was mostly to pat myself on the back for dumping the whole thing into a principal-plus-interest fund last year.
Starfox
Posts: 161
Joined: Thu Feb 06, 2020 7:28 pm
Location: Caribbean

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

Post by Starfox »

.....
Last edited by Starfox on Sun Nov 08, 2020 8:51 am, edited 1 time in total.
Cipro
Posts: 157
Joined: Sat Nov 24, 2007 7:56 am

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

Post by Cipro »

Down 10.5% on conservative allocation of 40% Equity/30% Cash (for home purchase/taxes)/30% bonds. Not sure how those on board with less conservative allocations have such relatively small losses! How do you do it??
Starfox
Posts: 161
Joined: Thu Feb 06, 2020 7:28 pm
Location: Caribbean

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

Post by Starfox »

.....
Last edited by Starfox on Sun Nov 08, 2020 8:50 am, edited 1 time in total.
Post Reply