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

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pokebowl
Posts: 422
Joined: Sat Dec 17, 2016 7:22 pm
Location: Alaska

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

Post by pokebowl »

h555m wrote: Mon Mar 23, 2020 1:00 am
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.
I am happy to report, I've since made all those losses back and then some since the time of my initial post. :moneybag

The best course of action when the market is in a state of panic is often inaction. :beer
KyleAAA
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Re: How much you lost/gain since Feb 20,2020 ?

Post by KyleAAA »

Up about 6% for the year as of Friday. Never would've believed it would end up being a positive year back in April, but I'll take it.
Admiral
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Joined: Mon Oct 27, 2014 12:35 pm

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

Post by Admiral »

Up 15%, but that includes contributions. Without contributions it's about 10-11%.
70/30 AA.

(That's since Feb 1, not sure where I was on Feb 20.)
Marseille07
Posts: 2258
Joined: Fri Nov 06, 2020 1:41 pm

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

Post by Marseille07 »

Up 50%+ because I jumped onto shorting the market at that time. Was a wild ride for sure.
core4portfolio
Posts: 598
Joined: Thu Dec 26, 2013 2:12 pm

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

Post by core4portfolio »

Fidelity says SP 500 is up 14% and mine is 24.75% however I have individual stocks only in taxable at 70% on VOO and 30% in individual stocks allocation.
Little unrealistic but not blaming of recovery. When market fell off, i keep adding to maintain the 70% on VOO and 30% on single stocks.
I did my last buy exactly on March dip on that day
Allocation : 80/20 (80% TSM, 20% TBM) | Need to learn fishing sooner
carminered2019
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Joined: Fri Jun 21, 2019 7:06 pm

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

Post by carminered2019 »

I have gained about 12x my yearly expenses YTD.
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AerialWombat
Posts: 2019
Joined: Tue May 29, 2018 1:07 pm
Location: Cash Canyon / Cashville

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

Post by AerialWombat »

My 30/70 portfolio is up about 5% for the year. But, I also acquired one new house, substantially paid down other mortgages, and added two years of living expenses to the liquid portfolio.

Financially, 2020 was my second best year ever. 2019 will likely forever be my peak earning year, as I chose to semi-retire in December 2019 in my early 40’s.
For entertainment purposes only.
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Nicolas
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Nicolas »

I’ve lost about twenty pounds.
drumboy256
Posts: 54
Joined: Sat Jun 06, 2020 2:21 pm

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

Post by drumboy256 »

Since June since I’ve started tracking stuff (thanks to you fine people...)

I’m up 82%.... pretty awe struck.
Promise is one thing. Fulfilling that promise is quite another. - Sir Alex Ferguson
Admiral
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Admiral »

drumboy256 wrote: Sun Dec 06, 2020 11:38 pm Since June since I’ve started tracking stuff (thanks to you fine people...)

I’m up 82%.... pretty awe struck.
How are you up 82%? Options?
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Makaveli
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Joined: Mon May 19, 2014 11:18 pm

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

Post by Makaveli »

carminered2019 wrote: Sun Dec 06, 2020 11:12 pm I have gained about 12x my yearly expenses YTD.
Care to elaborate?
flyingcows
Posts: 230
Joined: Sat Apr 20, 2019 8:13 am

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

Post by flyingcows »

80% of my total holdings (all pre-tax, roth) are just in total world stock market index funds, together those are up 15% on the year. A few things that helped alittle bit:

- In March / April I frontloaded my 401k contributions to 15k, remainder used to capture company match to year end
- In March we frontloaded our Roth IRA contributions
- Frontloaded HSA

This year was the first we frontloaded contributions, due to the drop but I think we will continue in the future. Looking at the basis for the Roth IRA contributions, those hit in March 16th and while that wasn't quite the bottom the basis on the purchases was $60/share for VT, now up over 50%...on total world stock index! All Luck obviously, but still pretty neat :mrgreen:

I do have about 15% of my total investable assets in a non-boglehead strategy as a net options premium seller on indexes. That account is up 32% , however it is a taxable account the gains are all short term (taxed as ordinary income for the year).
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ThriftyGeorge
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Re: How much you lost/gain since Feb 20,2020 ?

Post by ThriftyGeorge »

I got lucky. I had pulled a lot of money out last fall, as I thought the market was overinflated. Obviously I had no idea that Covid was about to wreak havoc on the market. We also had some cash from a recent sale of a rental property. I managed to deploy most of the cash near the bottom in March/April. It paid off. I’m up 18.7% in my 401K and a whole lot more in my taxable account for the year. After the 2008 crash I learned a lot of lessons. I didn’t have much money to invest then, but I always said I would be ready for the next big one. It wasn’t perfect and I left too much on the sidelines out of an abundance of caution, but I’m pretty happy with the results. Going forward, I think I will always have a bit of cash(leverage) on the sidelines for times when the market seems overinflated(like now :) ).
“Advertising has us chasing cars and clothes, working jobs we hate, so we can buy sh*# we don’t need.”...Tyler Durden
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Lemonaid56
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Re: How much you lost/gain since Feb 20,2020 ?

Post by Lemonaid56 »

We were at a low point in April. Had lost about $500k.
Just checking on it today we gained all that back plus $350K.
Never took any money out, never readjusted our AA. We continued to add $2K monthly as we have been for the last few years.
Staying the course seems to have worked so far.
Still on track for retirement in two years or less. Hopefully.
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ray.james
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Re: How much you lost/gain since Feb 20,2020 ?

Post by ray.james »

I went from 60-40 to 80-20. It has been a good run. As per my IPS, 10% was just P/E rebalancing. Another 10% trigger point was for VSS to hit 72.9 which it did on march 16th.

My roth accounts have taken the most benefit. When we bought our home in 2019, I moved bonds to roth to increase liquidity. However I could not pull myself to do roth contribution in March and chose to keep cash to keep liquidity. Hindsight is just 20/20. Anyway no bragging rights like my buddies in TSLA. But all is going well and beyond the original plan.
When in doubt, http://www.bogleheads.org/forum/viewtopic.php?f=1&t=79939
drumboy256
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Re: How much you lost/gain since Feb 20,2020 ?

Post by drumboy256 »

Admiral wrote: Mon Dec 07, 2020 7:52 am
drumboy256 wrote: Sun Dec 06, 2020 11:38 pm Since June since I’ve started tracking stuff (thanks to you fine people...)

I’m up 82%.... pretty awe struck.
How are you up 82%? Options?
Nope,

Tesla and Palantir. My only two non-Bogelhead investments.
Promise is one thing. Fulfilling that promise is quite another. - Sir Alex Ferguson
lgb
Posts: 109
Joined: Fri Mar 01, 2019 9:46 am

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

Post by lgb »

This year 2020, ....is not over yet...
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